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 10, 2022
Q4 2021
|
Vicus Capital
State College, PA |
SELL
|
- |
-538- 19.2% |
$69K - $70.2K
|
2.26K
$263K
|
|
Feb 07, 2022
Q4 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-554- 2.85% |
$71K - $72.3K
|
18.9K
$2.19M
|
|
Feb 15, 2022
Q4 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-558- 16.16% |
$71.5K - $72.8K
|
2.89K
$336K
|
|
Feb 11, 2022
Q4 2021
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-563- 26.54% |
$72.2K - $73.4K
|
1.56K
$181K
|
|
Jan 13, 2022
Q4 2021
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-564- 3.96% |
$72.3K - $73.6K
|
13.7K
$1.59M
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
SELL
|
- |
-570- 5.53% |
$73.1K - $74.3K
|
9.75K
$1.13M
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-595- 12.06% |
$76.3K - $77.6K
|
4.34K
$504K
|
|
Sep 10, 2024
Q4 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-609- 18.1% |
$78.1K - $79.4K
|
2.76K
$320K
|
|
Feb 07, 2022
Q4 2021
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-621- 13.82% |
$79.6K - $81K
|
3.87K
$450K
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-636- 27.05% |
$81.5K - $82.9K
|
1.72K
$199K
|
|
Jan 20, 2022
Q4 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-637- 2.02% |
$81.7K - $83.1K
|
30.8K
$3.58M
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-641- 12.6% |
$82.2K - $83.6K
|
4.45K
$516K
|
|
Feb 10, 2022
Q4 2021
|
Vontobel Holding Ltd.
|
SELL
|
- |
-652Closed |
$83.6K - $85K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-655- 16.83% |
$84K - $85.4K
|
3.24K
$376K
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-700- 1.21% |
$89.7K - $91.3K
|
57.1K
$6.63M
|
|
Feb 02, 2022
Q4 2021
|
Pinnacle Associates LTD
|
SELL
|
- |
-706- 1.96% |
$90.5K - $92.1K
|
35.3K
$4.1M
|
|
Feb 07, 2022
Q4 2021
|
Delta Investment Management, LLC
|
SELL
|
- |
-750- 26.94% |
$96.1K - $97.8K
|
2.03K
$236K
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-783- 2.42% |
$100K - $102K
|
31.6K
$3.67M
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-790- 35.91% |
$101K - $103K
|
1.41K
$164K
|
|
Feb 10, 2022
Q4 2021
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-795- 4.01% |
$102K - $104K
|
19K
$2.21M
|
|
Feb 01, 2022
Q4 2021
|
Telemus Capital, LLC
|
SELL
|
- |
-813- 2.58% |
$104K - $106K
|
30.7K
$3.56M
|
|
Jan 10, 2022
Q4 2021
|
Boltwood Capital Management
|
SELL
|
- |
-817- 4.32% |
$105K - $107K
|
18.1K
$2.1M
|
|
Feb 14, 2022
Q4 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-878- 3.14% |
$113K - $115K
|
27.1K
$3.14M
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
SELL
|
- |
-923- 2.09% |
$118K - $120K
|
43.2K
$5.01M
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
SELL
|
- |
-936- 2.7% |
$120K - $122K
|
33.8K
$3.92M
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-984- 31.56% |
$126K - $128K
|
2.13K
$248K
|
|
Feb 14, 2022
Q4 2021
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-1.03KClosed |
$131K - $134K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
SELL
|
- |
-1.04K- 5.46% |
$133K - $136K
|
18K
$2.09M
|
|
Feb 03, 2022
Q4 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-1.08K- 21.5% |
$138K - $141K
|
3.94K
$457K
|
|
Feb 08, 2022
Q4 2021
|
St. James Investment Company, LLC
|
SELL
|
- |
-1.08K- 6.4% |
$138K - $141K
|
15.8K
$1.83M
|
|
Jan 28, 2022
Q4 2021
|
Bank Of The West
|
SELL
|
- |
-1.09K- 10.18% |
$139K - $142K
|
9.59K
$1.11M
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.21K- 33.41% |
$155K - $158K
|
2.41K
$280K
|
|
Feb 10, 2022
Q4 2021
|
Dakota Wealth Management
|
SELL
|
- |
-1.29K- 11.73% |
$166K - $169K
|
9.73K
$1.13M
|
|
Feb 14, 2022
Q4 2021
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-1.3K- 3.7% |
$166K - $169K
|
33.7K
$3.92M
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.31K- 33.02% |
$168K - $171K
|
2.65K
$308K
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.31K- 33.02% |
$168K - $171K
|
2.65K
$308K
|
|
Feb 11, 2022
Q4 2021
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-1.44K- 3.46% |
$184K - $187K
|
40K
$4.65M
|
|
Jul 28, 2022
Q4 2021
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-1.49K- 32.19% |
$191K - $194K
|
3.13K
$364K
|
|
Feb 03, 2022
Q4 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-1.53K- 45.06% |
$196K - $199K
|
1.86K
$216K
|
|
Feb 08, 2022
Q4 2021
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.57KClosed |
$201K - $205K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.59KClosed |
$204K - $207K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.61KClosed |
$206K - $210K
|
0
$0
|
|
Jan 07, 2022
Q4 2021
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-1.73K- 3.02% |
$221K - $225K
|
55.3K
$6.43M
|
|
Jan 21, 2022
Q4 2021
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.76KClosed |
$225K - $229K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-1.79KClosed |
$230K - $234K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.8KClosed |
$231K - $235K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.83K- 6.07% |
$234K - $238K
|
28.2K
$3.28M
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.88K- 43.16% |
$240K - $245K
|
2.47K
$287K
|
|
Feb 14, 2022
Q4 2021
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-1.93KClosed |
$247K - $251K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-1.99KClosed |
$254K - $259K
|
0
$0
|