Purchases and Sales Made in Q4 2022 in Ishares Barclays 3 7 Yr Treas (IEI)
This table provides information about the institutional ownership of Ishares Barclays 3 7 Yr Treas (IEI) during Q4 2022. The information is specifically focused on institutions that hold shares of ISHARES BARCLAYS 3-7 YR TREAS .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2023
Q4 2022
|
Curi Wealth Management, LLC
|
SELL
|
- |
-24.2K- 28.87% |
$2.72M - $2.83M
|
59.7K
$6.92M
|
|
|
Feb 08, 2023
Q4 2022
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-24.6K- 61.27% |
$2.76M - $2.87M
|
15.5K
$1.8M
|
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-24.7K- 18.3% |
$2.77M - $2.88M
|
110K
$12.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Ma Private Wealth
|
SELL
|
- |
-25.5K- 34.45% |
$2.86M - $2.98M
|
48.5K
$5.62M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
SELL
|
- |
-25.9K- 1.34% |
$2.91M - $3.02M
|
1.91M
$222M
|
|
|
Jan 19, 2023
Q4 2022
|
Counterpoint Mutual Funds LLC
|
SELL
|
- |
-26K- 40.74% |
$2.92M - $3.04M
|
37.9K
$4.39M
|
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-26.3K- 31.0% |
$2.96M - $3.07M
|
58.6K
$6.79M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-26.3K- 1.69% |
$2.96M - $3.07M
|
1.53M
$177M
|
|
|
Jan 20, 2023
Q4 2022
|
Proffitt & Goodson Inc
|
SELL
|
- |
-26.7K- 10.07% |
$3M - $3.12M
|
239K
$27.7M
|
|
|
Jan 17, 2023
Q4 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-32.8K- 25.42% |
$3.69M - $3.83M
|
96.4K
$11.2M
|
|
|
Feb 03, 2023
Q4 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-37.8K- 90.16% |
$4.24M - $4.41M
|
4.12K
$478K
|
|
|
Feb 14, 2023
Q4 2022
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-38.3K- 34.92% |
$4.3M - $4.47M
|
71.3K
$8.27M
|
|
|
Feb 06, 2023
Q4 2022
|
Wolf Group Capital Advisors
|
SELL
|
- |
-38.7K- 86.08% |
$4.35M - $4.52M
|
6.27K
$727K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-41.9K- 2.55% |
$4.71M - $4.89M
|
1.6M
$186M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-42.2K- 2.87% |
$4.74M - $4.93M
|
1.43M
$166M
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-42.7K- 30.88% |
$4.79M - $4.98M
|
95.5K
$11.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-44.7K- 19.82% |
$5.03M - $5.22M
|
181K
$21M
|
|
|
Jan 31, 2023
Q4 2022
|
Peoples Bank
|
SELL
|
- |
-45.5K- 78.38% |
$5.11M - $5.31M
|
12.6K
$1.46M
|
|
|
Jan 25, 2023
Q4 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-48.2K- 8.27% |
$5.41M - $5.63M
|
534K
$62M
|
|
|
Feb 13, 2023
Q4 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-49K- 46.09% |
$5.51M - $5.73M
|
57.4K
$6.65M
|
|
|
Feb 08, 2023
Q4 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-49.1K- 86.16% |
$5.52M - $5.74M
|
7.89K
$915K
|
|
|
Feb 10, 2023
Q4 2022
|
Victory Capital Management Inc
|
SELL
|
- |
-49.7K- 11.14% |
$5.58M - $5.8M
|
396K
$46M
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-51.8K- 24.45% |
$5.82M - $6.05M
|
160K
$18.6M
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-52.1K- 19.31% |
$5.85M - $6.09M
|
218K
$25.3M
|
|
|
Jan 31, 2023
Q4 2022
|
West End Advisors, LLC
|
SELL
|
- |
-58.9K- 4.99% |
$6.61M - $6.87M
|
1.12M
$130M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-65.6K- 13.44% |
$7.37M - $7.66M
|
423K
$49M
|
|
|
Jan 18, 2023
Q4 2022
|
Prentice Wealth Management LLC
|
SELL
|
- |
-89.5K- 96.55% |
$10M - $10.4M
|
3.2K
$371K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-89.6K- 4.39% |
$10.1M - $10.5M
|
1.95M
$226M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-92K- 7.06% |
$10.3M - $10.7M
|
1.21M
$140M
|
|
|
Jan 19, 2023
Q4 2022
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-94.1K- 62.36% |
$10.6M - $11M
|
56.8K
$6.58M
|
|
|
Feb 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-98.4K- 98.86% |
$11.1M - $11.5M
|
1.13K
$131K
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-98.7K- 11.98% |
$11.1M - $11.5M
|
725K
$84.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-104K- 2.73% |
$11.7M - $12.1M
|
3.7M
$429M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-113K- 15.74% |
$12.7M - $13.2M
|
605K
$70.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-122K- 46.69% |
$13.7M - $14.2M
|
139K
$16.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-139K- 92.13% |
$15.6M - $16.2M
|
11.9K
$1.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-161K- 6.18% |
$18.1M - $18.8M
|
2.44M
$283M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-180K- 7.31% |
$20.2M - $21M
|
2.29M
$265M
|
|
|
Jan 25, 2023
Q4 2022
|
Sfmg, LLC
|
SELL
|
- |
-182K- 30.43% |
$20.4M - $21.2M
|
416K
$48.2M
|
|
|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-231K- 10.48% |
$25.9M - $26.9M
|
1.97M
$228M
|
|
|
Feb 13, 2023
Q4 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-289K- 90.45% |
$32.5M - $33.8M
|
30.6K
$3.55M
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-332K- 90.69% |
$37.3M - $38.8M
|
34.1K
$3.95M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-376K- 46.75% |
$42.3M - $43.9M
|
429K
$49.7M
|
|
|
Jan 27, 2023
Q4 2022
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-406K- 98.8% |
$45.6M - $47.4M
|
4.92K
$571K
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-504K- 16.54% |
$56.6M - $58.8M
|
2.54M
$295M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-5.54M- 98.01% |
$622M - $647M
|
112K
$13M
|