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 09, 2023
Q4 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.14KNew |
$240K - $249K
|
2.14K
$248K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
2.08KNew |
$234K - $243K
|
2.08K
$242K
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
2.08K+ 782.71% |
$234K - $243K
|
2.35K
$272K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
1.95KNew |
$219K - $228K
|
1.95K
$226K
|
|
|
Feb 10, 2023
Q4 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.94KNew |
$218K - $227K
|
1.94K
$226K
|
|
|
Jan 09, 2023
Q4 2022
|
Weaver Consulting Group
|
BUY
|
- |
1.94KNew |
$218K - $227K
|
1.94K
$225K
|
|
|
Jan 24, 2023
Q4 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.94KNew |
$218K - $226K
|
1.94K
$225K
|
|
|
Jan 17, 2023
Q4 2022
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
1.91KNew |
$214K - $223K
|
1.91K
$221K
|
|
|
Feb 14, 2023
Q4 2022
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
1.86K+ 93150.0% |
$209K - $218K
|
1.87K
$216K
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.76K+ 16.6% |
$198K - $206K
|
12.4K
$1.44M
|
|
|
Jan 18, 2023
Q4 2022
|
New Potomac Partners, LLC
|
BUY
|
- |
1.7K+ 8.1% |
$191K - $199K
|
22.7K
$2.63M
|
|
|
Jan 20, 2023
Q4 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.68K+ 8.21% |
$188K - $196K
|
22.1K
$2.56M
|
|
|
Jan 26, 2023
Q4 2022
|
Bank Hapoalim Bm
|
BUY
|
- |
1.62K+ 8.33% |
$182K - $189K
|
21.1K
$2.45M
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.59K+ 89.35% |
$179K - $186K
|
3.38K
$392K
|
|
|
Feb 09, 2023
Q4 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1.56K+ 2.65% |
$175K - $182K
|
60.4K
$7.01M
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
BUY
|
- |
1.52K+ 8.12% |
$171K - $178K
|
20.3K
$2.35M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.51KNew |
$170K - $176K
|
1.51K
$175K
|
|
|
Jan 12, 2023
Q4 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
1.44K+ 2.2% |
$161K - $168K
|
66.6K
$7.73M
|
|
|
Jan 25, 2023
Q4 2022
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
1.43K+ 2.59% |
$160K - $166K
|
56.5K
$6.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
1.41K+ 42.2% |
$158K - $164K
|
4.74K
$550K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.38K+ 43.54% |
$155K - $161K
|
4.56K
$529K
|
|
|
Feb 10, 2023
Q4 2022
|
Divergent Wealth Advisors
|
BUY
|
- |
1.37K+ 14.64% |
$154K - $160K
|
10.8K
$1.25M
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
1.35K+ 10.13% |
$152K - $158K
|
14.7K
$1.71M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.03K+ 1.63% |
$115K - $120K
|
64.2K
$7.45M
|
|
|
Jan 27, 2023
Q4 2022
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
1.03K+ 16.12% |
$115K - $120K
|
7.39K
$857K
|
|
|
Jan 30, 2023
Q4 2022
|
Mackay Shields LLC
|
BUY
|
- |
1K+ 19.27% |
$112K - $117K
|
6.19K
$718K
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
991+ 5.61% |
$111K - $116K
|
18.7K
$2.17M
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
925+ 22.1% |
$104K - $108K
|
5.11K
$593K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
917New |
$103K - $107K
|
917
$106K
|
|
|
Feb 06, 2023
Q4 2022
|
Country Club Bank
|
BUY
|
- |
897+ 6.1% |
$101K - $105K
|
15.6K
$1.81M
|
|
|
Feb 09, 2023
Q4 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
870+ 37.63% |
$97.7K - $102K
|
3.18K
$369K
|
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
797New |
$89.5K - $93.1K
|
797
$92.5K
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
787+ 17.99% |
$88.4K - $91.9K
|
5.16K
$599K
|
|
|
Jan 27, 2023
Q4 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
787+ 2.12% |
$88.4K - $91.9K
|
37.9K
$4.4M
|
|
|
Feb 08, 2023
Q4 2022
|
One Day In July LLC
|
BUY
|
- |
768+ 0.38% |
$86.3K - $89.7K
|
202K
$23.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
738New |
$82.9K - $86.2K
|
738
$85.6K
|
|
|
Feb 08, 2023
Q4 2022
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
706+ 2.33% |
$79.3K - $82.4K
|
31K
$3.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
691+ 12.65% |
$77.6K - $80.7K
|
6.16K
$714K
|
|
|
Feb 14, 2023
Q4 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
633+ 0.62% |
$71.1K - $73.9K
|
103K
$11.9M
|
|
|
Jan 30, 2023
Q4 2022
|
Twele Capital Management, Inc.
|
BUY
|
- |
625+ 4.05% |
$70.2K - $73K
|
16K
$1.86M
|
|
|
Feb 06, 2023
Q4 2022
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
606New |
$68.1K - $70.8K
|
606
$70.3K
|
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
587New |
$65.9K - $68.5K
|
587
$68.1K
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
562+ 10.03% |
$63.1K - $65.6K
|
6.17K
$716K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
561+ 5.44% |
$63K - $65.5K
|
10.9K
$1.26M
|
|
|
Jan 26, 2023
Q4 2022
|
Rice Partnership, LLC
|
BUY
|
- |
539+ 64.55% |
$60.5K - $62.9K
|
1.37K
$159K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
536+ 15.21% |
$60.2K - $62.6K
|
4.06K
$471K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
531New |
$59.6K - $62K
|
531
$61.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
527New |
$59.2K - $61.5K
|
527
$61.2K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
526+ 4.0% |
$59.1K - $61.4K
|
13.7K
$1.59M
|
|
|
Jan 23, 2023
Q4 2022
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
503+ 9.1% |
$56.5K - $58.7K
|
6.03K
$700K
|