Purchases and Sales Made in Q1 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 Q1 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 |
---|---|---|---|---|---|---|---|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
545+ 12.69% |
$66.2K - $69.9K
|
4.84K
$561K
|
|
Apr 28, 2022
Q1 2022
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
506+ 2.67% |
$61.4K - $64.9K
|
19.5K
$2.26M
|
|
May 16, 2022
Q1 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
500+ 3.17% |
$60.7K - $64.1K
|
16.3K
$1.89M
|
|
May 04, 2022
Q1 2022
|
Banque Pictet & Cie Sa
|
BUY
|
- |
467+ 4.95% |
$56.7K - $59.9K
|
9.9K
$1.15M
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
427+ 12.31% |
$51.8K - $54.7K
|
3.9K
$452K
|
|
Apr 21, 2022
Q1 2022
|
Simmons Bank
|
BUY
|
- |
427+ 2.62% |
$51.8K - $54.7K
|
16.7K
$1.94M
|
|
May 10, 2022
Q1 2022
|
Horan Securities, Inc.
|
BUY
|
- |
399+ 3.83% |
$48.4K - $51.1K
|
10.8K
$1.25M
|
|
May 12, 2022
Q1 2022
|
Cadinha & CO LLC
|
BUY
|
- |
397+ 5.77% |
$48.2K - $50.9K
|
7.28K
$843K
|
|
May 10, 2022
Q1 2022
|
Amg National Trust Bank
|
BUY
|
- |
394+ 3.22% |
$47.8K - $50.5K
|
12.6K
$1.47M
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
374+ 10.59% |
$45.4K - $47.9K
|
3.91K
$453K
|
|
May 16, 2022
Q1 2022
|
Jmac Enterprises LLC
|
BUY
|
- |
325+ 2.43% |
$39.5K - $41.7K
|
13.7K
$1.59M
|
|
May 09, 2022
Q1 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
310+ 157.36% |
$37.6K - $39.7K
|
507
$58.8K
|
|
Apr 11, 2022
Q1 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
293+ 0.39% |
$35.6K - $37.6K
|
74.8K
$8.67M
|
|
May 13, 2022
Q1 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
267+ 3.88% |
$32.4K - $34.2K
|
7.14K
$828K
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
242+ 14.59% |
$29.4K - $31K
|
1.9K
$220K
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
224+ 1.07% |
$27.2K - $28.7K
|
21.1K
$2.44M
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
211+ 52.88% |
$25.6K - $27K
|
610
$70.7K
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
208+ 122.35% |
$25.3K - $26.7K
|
378
$43.8K
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
174New |
$21.1K - $22.3K
|
174
$20.2K
|
|
Apr 14, 2022
Q1 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
174New |
$21.1K - $22.3K
|
174
$20.2K
|
|
Apr 13, 2022
Q1 2022
|
Investors Research Corp
|
BUY
|
- |
169+ 18.33% |
$20.5K - $21.7K
|
1.09K
$126K
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
165New |
$20K - $21.1K
|
165
$19.1K
|
|
May 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
BUY
|
- |
157New |
$19.1K - $20.1K
|
157
$18.2K
|
|
Apr 29, 2022
Q1 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
153+ 2.65% |
$18.6K - $19.6K
|
5.94K
$688K
|
|
May 06, 2022
Q1 2022
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
145New |
$17.6K - $18.6K
|
145
$16.8K
|
|
May 20, 2022
Q1 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
137+ 0.21% |
$16.6K - $17.6K
|
66.5K
$7.71M
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
BUY
|
- |
136New |
$16.5K - $17.4K
|
136
$15.8K
|
|
Apr 05, 2022
Q1 2022
|
First Farmers & Merchants Bank
|
BUY
|
- |
118+ 2.09% |
$14.3K - $15.1K
|
5.78K
$669K
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
110New |
$13.4K - $14.1K
|
110
$12.7K
|
|
Apr 13, 2022
Q1 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
109New |
$13.2K - $14K
|
109
$12.6K
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
106New |
$12.9K - $13.6K
|
106
$12.3K
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
BUY
|
- |
106+ 0.59% |
$12.9K - $13.6K
|
18.2K
$2.11M
|
|
May 13, 2022
Q1 2022
|
Rice Partnership, LLC
|
BUY
|
- |
96+ 10.41% |
$11.7K - $12.3K
|
1.02K
$118K
|
|
May 12, 2022
Q1 2022
|
Heron Financial Group, LLC
|
BUY
|
- |
95+ 2.05% |
$11.5K - $12.2K
|
4.72K
$547K
|
|
May 16, 2022
Q1 2022
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
93+ 1.35% |
$11.3K - $11.9K
|
6.99K
$810K
|
|
Apr 19, 2024
Q1 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
88+ 2.8% |
$10.7K - $11.3K
|
3.24K
$375K
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
86New |
$10.4K - $11K
|
86
$9.97K
|
|
May 05, 2022
Q1 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
86+ 3.6% |
$10.4K - $11K
|
2.47K
$287K
|
|
May 12, 2022
Q1 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
85+ 50.9% |
$10.3K - $10.9K
|
252
$29.2K
|
|
May 16, 2022
Q1 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
75+ 4.58% |
$9.11K - $9.61K
|
1.71K
$199K
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
68New |
$8.26K - $8.72K
|
68
$7.88K
|
|
May 06, 2022
Q1 2022
|
South State Corp
|
BUY
|
- |
68New |
$8.26K - $8.72K
|
68
$7.88K
|
|
Apr 22, 2022
Q1 2022
|
Pacific Financial Group Inc
|
BUY
|
- |
67+ 0.54% |
$8.14K - $8.59K
|
12.5K
$1.44M
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
56New |
$6.8K - $7.18K
|
56
$6.49K
|
|
Apr 11, 2022
Q1 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
54New |
$6.56K - $6.92K
|
54
$6.26K
|
|
May 13, 2022
Q1 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
52New |
$6.31K - $6.66K
|
52
$6.03K
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
51+ 5.0% |
$6.19K - $6.54K
|
1.07K
$124K
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
44New |
$5.34K - $5.64K
|
44
$5.1K
|
|
May 16, 2022
Q1 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
43New |
$5.22K - $5.51K
|
43
$4.98K
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
BUY
|
- |
42New |
$5.1K - $5.38K
|
42
$4.87K
|