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 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-3.67K- 66.1% |
$412K - $428K
|
1.88K
$218K
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-3.68K- 64.03% |
$413K - $430K
|
2.07K
$240K
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-3.73K- 33.71% |
$419K - $436K
|
7.34K
$851K
|
|
Jan 17, 2023
Q4 2022
|
Bridge Advisory, LLC
|
SELL
|
- |
-3.8K- 7.91% |
$427K - $444K
|
44.2K
$5.13M
|
|
Feb 10, 2023
Q4 2022
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-3.83K- 1.32% |
$430K - $447K
|
287K
$33.3M
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-3.84K- 18.48% |
$431K - $448K
|
16.9K
$1.96M
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-4.09K- 61.68% |
$460K - $478K
|
2.54K
$295K
|
|
Jan 17, 2023
Q4 2022
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-4.61K- 15.71% |
$518K - $538K
|
24.7K
$2.87M
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.01K- 11.64% |
$562K - $585K
|
38K
$4.41M
|
|
Feb 08, 2023
Q4 2022
|
Simmons Bank
|
SELL
|
- |
-5.06K- 44.8% |
$569K - $591K
|
6.24K
$723K
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-5.15K- 0.34% |
$578K - $601K
|
1.52M
$176M
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-5.44K- 45.44% |
$611K - $636K
|
6.54K
$758K
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.66K- 6.68% |
$635K - $660K
|
79K
$9.17M
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-5.96K- 5.58% |
$669K - $696K
|
101K
$11.7M
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-6.23K- 12.41% |
$700K - $728K
|
44K
$5.1M
|
|
Feb 14, 2023
Q4 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-6.27K- 4.81% |
$704K - $732K
|
124K
$14.4M
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.36K- 1.94% |
$714K - $742K
|
321K
$37.2M
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-6.36K- 4.16% |
$715K - $743K
|
147K
$17M
|
|
Jan 09, 2023
Q4 2022
|
Summit Financial Group, Inc.
|
SELL
|
- |
-6.85K- 19.15% |
$769K - $799K
|
28.9K
$3.35M
|
|
Jan 23, 2023
Q4 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-7.27K- 95.26% |
$817K - $849K
|
362
$42K
|
|
Jan 26, 2023
Q4 2022
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-7.44K- 35.09% |
$836K - $869K
|
13.8K
$1.6M
|
|
Jan 31, 2023
Q4 2022
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-7.49K- 5.11% |
$841K - $874K
|
139K
$16.1M
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-7.67K- 51.61% |
$862K - $896K
|
7.19K
$834K
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-7.95K- 48.72% |
$893K - $928K
|
8.37K
$970K
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.43K- 2.92% |
$947K - $984K
|
280K
$32.5M
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-8.62K- 40.59% |
$968K - $1.01M
|
12.6K
$1.46M
|
|
Jan 11, 2023
Q4 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-9.23K- 17.32% |
$1.04M - $1.08M
|
44.1K
$5.11M
|
|
Jan 30, 2023
Q4 2022
|
Ogorek Anthony Joseph
|
SELL
|
- |
-9.25K- 5.96% |
$1.04M - $1.08M
|
146K
$16.9M
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
SELL
|
- |
-9.28K- 14.07% |
$1.04M - $1.08M
|
56.6K
$6.57M
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-9.41K- 9.07% |
$1.06M - $1.1M
|
94.3K
$10.9M
|
|
Jan 11, 2023
Q4 2022
|
Jenkins Wealth
Englewood, CO |
SELL
|
- |
-9.49K- 18.95% |
$1.07M - $1.11M
|
40.6K
$4.7M
|
|
Jan 20, 2023
Q4 2022
|
Values First Advisors, Inc.
|
SELL
|
- |
-9.93K- 99.99% |
$1.12M - $1.16M
|
1
$116
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-10.7K- 7.51% |
$1.2M - $1.25M
|
132K
$15.3M
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-10.8K- 18.1% |
$1.22M - $1.26M
|
48.9K
$5.67M
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-11.9K- 86.2% |
$1.34M - $1.39M
|
1.9K
$221K
|
|
Feb 14, 2023
Q4 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-12.9K- 10.2% |
$1.44M - $1.5M
|
113K
$13.1M
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-13.3K- 77.48% |
$1.5M - $1.56M
|
3.88K
$449K
|
|
Feb 08, 2023
Q4 2022
|
Donoghue Forlines LLC
|
SELL
|
- |
-13.5K- 7.5% |
$1.51M - $1.57M
|
166K
$19.3M
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
SELL
|
- |
-14K- 2.99% |
$1.57M - $1.63M
|
453K
$52.6M
|
|
Feb 14, 2023
Q4 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-14.2K- 2.12% |
$1.59M - $1.65M
|
653K
$75.8M
|
|
Feb 06, 2023
Q4 2022
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-14.4K- 75.65% |
$1.61M - $1.68M
|
4.63K
$536K
|
|
Jan 20, 2023
Q4 2022
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-14.8K- 32.57% |
$1.67M - $1.73M
|
30.7K
$3.56M
|
|
Feb 02, 2023
Q4 2022
|
Berkshire Bank
|
SELL
|
- |
-15.9K- 11.71% |
$1.78M - $1.85M
|
120K
$13.9M
|
|
Feb 14, 2023
Q4 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-15.9K- 3.32% |
$1.79M - $1.86M
|
464K
$53.8M
|
|
Jan 31, 2023
Q4 2022
|
Fluent Financial, LLC
|
SELL
|
- |
-16K- 85.19% |
$1.8M - $1.87M
|
2.79K
$324K
|
|
Feb 01, 2023
Q4 2022
|
Bfsg, LLC
|
SELL
|
- |
-17.2K- 73.59% |
$1.94M - $2.01M
|
6.18K
$717K
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-19.6K- 57.8% |
$2.2M - $2.28M
|
14.3K
$1.66M
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-20.2K- 35.17% |
$2.27M - $2.36M
|
37.2K
$4.32M
|
|
Jan 09, 2023
Q4 2022
|
Parkside Advisors LLC
|
SELL
|
- |
-20.7K- 11.69% |
$2.33M - $2.42M
|
156K
$18.1M
|
|
Feb 06, 2023
Q4 2022
|
Ferguson Shapiro LLC
|
SELL
|
- |
-23.7K- 32.33% |
$2.66M - $2.76M
|
49.5K
$5.74M
|