Purchases and Sales Made in Q4 2021 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 2021. 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 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.2K+ 0.28% |
$667K - $678K
|
1.84M
$213M
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
5.17K+ 1.8% |
$663K - $675K
|
293K
$34M
|
|
|
Feb 15, 2022
Q4 2021
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
4.94KNew |
$633K - $644K
|
4.94K
$573K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.45K+ 27.03% |
$570K - $580K
|
20.9K
$2.43M
|
|
|
Feb 14, 2022
Q4 2021
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
4.33K+ 156.64% |
$555K - $565K
|
7.1K
$824K
|
|
|
Feb 07, 2022
Q4 2021
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
4.3KNew |
$551K - $561K
|
4.3K
$499K
|
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
4.3K+ 9.95% |
$551K - $561K
|
47.5K
$5.52M
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.25KNew |
$544K - $554K
|
4.25K
$493K
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4.12K+ 5.53% |
$528K - $537K
|
78.6K
$9.13M
|
|
|
Feb 02, 2022
Q4 2021
|
Compass Ion Advisors, LLC
|
BUY
|
- |
4.12K+ 28.08% |
$528K - $537K
|
18.8K
$2.18M
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
4.05KNew |
$519K - $528K
|
4.05K
$470K
|
|
|
Feb 11, 2022
Q4 2021
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
4.05KNew |
$519K - $528K
|
4.05K
$470K
|
|
|
Feb 03, 2022
Q4 2021
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
3.94KNew |
$505K - $513K
|
3.94K
$457K
|
|
|
Feb 04, 2022
Q4 2021
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
3.91K+ 107.39% |
$501K - $510K
|
7.55K
$876K
|
|
|
Feb 15, 2022
Q4 2021
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
3.8KNew |
$487K - $495K
|
3.8K
$441K
|
|
|
Jan 12, 2022
Q4 2021
|
Center For Asset Management LLC
|
BUY
|
- |
3.66K+ 45.4% |
$470K - $478K
|
11.7K
$1.36M
|
|
|
Feb 11, 2022
Q4 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
3.57K+ 6.56% |
$458K - $466K
|
58K
$6.74M
|
|
|
Feb 07, 2022
Q4 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.55KNew |
$455K - $463K
|
3.55K
$413K
|
|
|
Feb 11, 2022
Q4 2021
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
3.52K+ 19.44% |
$451K - $459K
|
21.6K
$2.51M
|
|
|
Feb 11, 2022
Q4 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
3.46K+ 15.15% |
$443K - $451K
|
26.3K
$3.05M
|
|
|
Feb 14, 2022
Q4 2021
|
New Legacy Group, LLC
|
BUY
|
- |
3.4KNew |
$436K - $443K
|
3.4K
$395K
|
|
|
Feb 14, 2022
Q4 2021
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
3.3KNew |
$423K - $430K
|
3.3K
$383K
|
|
|
Feb 08, 2022
Q4 2021
|
Slow Capital, Inc.
|
BUY
|
- |
3.27K+ 11.81% |
$419K - $426K
|
31K
$3.59M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.22K+ 2.48% |
$413K - $420K
|
133K
$15.5M
|
|
|
Feb 09, 2022
Q4 2021
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
3.2KNew |
$411K - $418K
|
3.2K
$372K
|
|
|
Feb 14, 2022
Q4 2021
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
3.19K+ 165.82% |
$409K - $416K
|
5.12K
$594K
|
|
|
Feb 14, 2022
Q4 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
3.16K+ 10.24% |
$405K - $412K
|
34K
$3.95M
|
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.15KNew |
$404K - $411K
|
3.15K
$366K
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.07K+ 3.8% |
$394K - $401K
|
83.9K
$9.75M
|
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.95KNew |
$378K - $384K
|
2.95K
$342K
|
|
|
Feb 08, 2022
Q4 2021
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
2.89KNew |
$371K - $377K
|
2.89K
$336K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.73K+ 30.61% |
$349K - $356K
|
11.6K
$1.35M
|
|
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
2.55KNew |
$327K - $332K
|
2.55K
$296K
|
|
|
Feb 11, 2022
Q4 2021
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
2.47K+ 10.71% |
$317K - $322K
|
25.6K
$2.97M
|
|
|
Feb 09, 2022
Q4 2021
|
Jackson Wealth Management, LLC
|
BUY
|
- |
2.22KNew |
$285K - $290K
|
2.22K
$258K
|
|
|
Feb 07, 2022
Q4 2021
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
2.16K+ 17.32% |
$277K - $282K
|
14.7K
$1.7M
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
2.11K+ 25.95% |
$271K - $275K
|
10.2K
$1.19M
|
|
|
Feb 08, 2022
Q4 2021
|
Rkl Wealth Management LLC
|
BUY
|
- |
2.07K+ 2.92% |
$266K - $270K
|
73K
$8.48M
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
2.06K+ 8.29% |
$264K - $269K
|
27K
$3.13M
|
|
|
Feb 14, 2022
Q4 2021
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
2.06K+ 42.44% |
$264K - $268K
|
6.9K
$801K
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
2.04K+ 0.24% |
$261K - $266K
|
838K
$97.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
2.04K+ 3.76% |
$261K - $266K
|
56.2K
$6.52M
|
|
|
Feb 09, 2022
Q4 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
2.03K+ 6.22% |
$260K - $264K
|
34.6K
$4.02M
|
|
|
Feb 10, 2022
Q4 2021
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
2.03K+ 24.15% |
$260K - $264K
|
10.4K
$1.21M
|
|
|
Mar 10, 2022
Q4 2021
|
Meixler Investment Management, Ltd.
Show Low, AZ |
BUY
|
- |
1.99KNew |
$255K - $259K
|
1.99K
$231K
|
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.96K+ 7.71% |
$252K - $256K
|
27.4K
$3.18M
|
|
|
Feb 16, 2022
Q4 2021
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
1.9KNew |
$244K - $248K
|
1.9K
$221K
|
|
|
Jan 21, 2022
Q4 2021
|
Alhambra Investment Partners LLC
|
BUY
|
- |
1.84K+ 2.31% |
$235K - $239K
|
81.2K
$9.43M
|
|
|
Feb 08, 2022
Q4 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.81K+ 1.33% |
$232K - $236K
|
138K
$16M
|
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
1.78K+ 1850.0% |
$228K - $232K
|
1.87K
$217K
|