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 11, 2022
Q4 2021
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
354+ 4.0% |
$45.4K - $46.2K
|
9.19K
$1.07M
|
|
Aug 12, 2024
Q4 2021
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
352New |
$45.1K - $45.9K
|
352
$40.8K
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
330New |
$42.3K - $43K
|
330
$38.2K
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
328+ 461.97% |
$42K - $42.8K
|
399
$46.2K
|
|
Feb 14, 2022
Q4 2021
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
322+ 0.43% |
$41.3K - $42K
|
74.8K
$8.67M
|
|
Feb 10, 2022
Q4 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
310+ 6.97% |
$39.7K - $40.4K
|
4.76K
$552K
|
|
Feb 11, 2022
Q4 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
289+ 21.42% |
$37K - $37.7K
|
1.64K
$190K
|
|
Feb 11, 2022
Q4 2021
|
Rice Partnership, LLC
|
BUY
|
- |
285+ 44.74% |
$36.5K - $37.2K
|
922
$107K
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
284+ 7.08% |
$36.4K - $37K
|
4.29K
$498K
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
277+ 297.85% |
$35.5K - $36.1K
|
370
$42.9K
|
|
Feb 11, 2022
Q4 2021
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
275+ 3.91% |
$35.3K - $35.9K
|
7.31K
$847K
|
|
Jan 20, 2022
Q4 2021
|
Bellecapital International Ltd.
|
BUY
|
- |
259+ 11.15% |
$33.2K - $33.8K
|
2.58K
$299K
|
|
Feb 15, 2022
Q4 2021
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
257+ 1.71% |
$32.9K - $33.5K
|
15.3K
$1.77M
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
239New |
$30.6K - $31.2K
|
239
$27.7K
|
|
Feb 18, 2022
Q4 2021
|
Comerica Bank
|
BUY
|
- |
208+ 10.84% |
$26.7K - $27.1K
|
2.13K
$246K
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
197New |
$25.3K - $25.7K
|
197
$22.8K
|
|
Jan 27, 2022
Q4 2021
|
Investors Research Corp
|
BUY
|
- |
186+ 25.27% |
$23.8K - $24.3K
|
922
$107K
|
|
Jan 24, 2022
Q4 2021
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
173+ 0.61% |
$22.2K - $22.6K
|
28.6K
$3.32M
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
170New |
$21.8K - $22.2K
|
170
$19.7K
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
167New |
$21.4K - $21.8K
|
167
$19.4K
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
161+ 9.21% |
$20.6K - $21K
|
1.91K
$221K
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
159New |
$20.4K - $20.7K
|
159
$18.4K
|
|
Feb 14, 2022
Q4 2021
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
158+ 8.12% |
$20.3K - $20.6K
|
2.1K
$244K
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
157+ 51.99% |
$20.1K - $20.5K
|
459
$53.2K
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
156+ 1.85% |
$20K - $20.3K
|
8.61K
$997K
|
|
Feb 07, 2022
Q4 2021
|
Dt Investment Partners, LLC
|
BUY
|
- |
150+ 9.36% |
$19.2K - $19.6K
|
1.75K
$203K
|
|
Feb 11, 2022
Q4 2021
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
137+ 0.72% |
$17.6K - $17.9K
|
19.2K
$2.23M
|
|
Jan 19, 2022
Q4 2021
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
135+ 4.26% |
$17.3K - $17.6K
|
3.31K
$383K
|
|
Feb 14, 2022
Q4 2021
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
121+ 5.94% |
$15.5K - $15.8K
|
2.16K
$250K
|
|
Jan 28, 2022
Q4 2021
|
Simmons Bank
|
BUY
|
- |
116+ 0.72% |
$14.9K - $15.1K
|
16.3K
$1.89M
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
115New |
$14.7K - $15K
|
115
$13.3K
|
|
Feb 01, 2022
Q4 2021
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
101+ 1.25% |
$12.9K - $13.2K
|
8.18K
$948K
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
98New |
$12.6K - $12.8K
|
98
$11.4K
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
97+ 1.08% |
$12.4K - $12.7K
|
9.09K
$1.05M
|
|
Feb 09, 2022
Q4 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
96New |
$12.3K - $12.5K
|
96
$11.1K
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
88New |
$11.3K - $11.5K
|
88
$10.2K
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
70+ 1.38% |
$8.97K - $9.13K
|
5.15K
$596K
|
|
Jan 20, 2022
Q4 2021
|
High Mark Wealth Management LLC
|
BUY
|
- |
68New |
$8.72K - $8.87K
|
68
$7.88K
|
|
Jan 04, 2022
Q4 2021
|
S.A. Mason LLC
|
BUY
|
- |
60+ 9.38% |
$7.69K - $7.83K
|
700
$81.1K
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
60+ 3.51% |
$7.69K - $7.83K
|
1.77K
$205K
|
|
Feb 14, 2022
Q4 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
57+ 158.33% |
$7.31K - $7.43K
|
93
$10.8K
|
|
Feb 11, 2022
Q4 2021
|
Renasant Bank
|
BUY
|
- |
56+ 1.21% |
$7.18K - $7.3K
|
4.7K
$544K
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
54New |
$6.92K - $7.04K
|
54
$6.26K
|
|
Feb 15, 2022
Q4 2021
|
Albion Financial Group
|
BUY
|
- |
52New |
$6.67K - $6.78K
|
52
$6.03K
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
51New |
$6.54K - $6.65K
|
51
$5.91K
|
|
Feb 14, 2022
Q4 2021
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
47New |
$6.02K - $6.13K
|
47
$5.45K
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
44+ 2.38% |
$5.64K - $5.74K
|
1.89K
$219K
|
|
May 16, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
43New |
$5.51K - $5.61K
|
43
$4.98K
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
34New |
$4.36K - $4.43K
|
34
$3.94K
|
|
Feb 09, 2022
Q4 2021
|
American National Bank
|
BUY
|
- |
28New |
$3.59K - $3.65K
|
28
$3.24K
|