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 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
30K+ 47.08% |
$3.37M - $3.51M
|
93.8K
$10.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
28.7KNew |
$3.22M - $3.35M
|
28.7K
$3.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
28.4K+ 148.62% |
$3.19M - $3.32M
|
47.6K
$5.52M
|
|
|
Jan 19, 2023
Q4 2022
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
28.1K+ 10.1% |
$3.16M - $3.28M
|
307K
$35.6M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
27.8K+ 465.1% |
$3.12M - $3.25M
|
33.8K
$3.92M
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
26.8KNew |
$3.01M - $3.13M
|
26.8K
$3.12M
|
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
25.6K+ 38.65% |
$2.87M - $2.99M
|
91.7K
$10.7M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
24.9K+ 17.96% |
$2.8M - $2.91M
|
164K
$19M
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
24.4KNew |
$2.74M - $2.85M
|
24.4K
$2.83M
|
|
|
Feb 13, 2023
Q4 2022
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
24.2KNew |
$2.72M - $2.83M
|
24.2K
$2.81M
|
|
|
Jan 06, 2023
Q4 2022
|
Boltwood Capital Management
|
BUY
|
- |
23.6K+ 36.15% |
$2.65M - $2.75M
|
88.8K
$10.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
23.4KNew |
$2.63M - $2.73M
|
23.4K
$2.72M
|
|
|
Feb 14, 2023
Q4 2022
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
22.6KNew |
$2.54M - $2.64M
|
22.6K
$2.63M
|
|
|
Feb 13, 2023
Q4 2022
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
22.4KNew |
$2.51M - $2.61M
|
22.4K
$2.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
20.8K+ 8.53% |
$2.33M - $2.42M
|
264K
$30.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
20.7K+ 8.85% |
$2.33M - $2.42M
|
255K
$29.6M
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
17.3K+ 15.41% |
$1.95M - $2.02M
|
130K
$15.1M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
17K+ 5.9% |
$1.91M - $1.99M
|
305K
$35.5M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
17K+ 57.46% |
$1.91M - $1.99M
|
46.6K
$5.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
16.6K+ 188.44% |
$1.87M - $1.94M
|
25.5K
$2.96M
|
|
|
Feb 10, 2023
Q4 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
16.5KNew |
$1.86M - $1.93M
|
16.5K
$1.92M
|
|
|
Jan 26, 2023
Q4 2022
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
16.4K+ 18.82% |
$1.84M - $1.91M
|
103K
$12M
|
|
|
Feb 13, 2023
Q4 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
15.9KNew |
$1.79M - $1.86M
|
15.9K
$1.85M
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
BUY
|
- |
14.9K+ 21.04% |
$1.67M - $1.74M
|
85.7K
$9.96M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
14.8K+ 14.1% |
$1.66M - $1.73M
|
120K
$13.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13.9K+ 9.25% |
$1.56M - $1.62M
|
164K
$19.1M
|
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
13.6KNew |
$1.53M - $1.59M
|
13.6K
$1.58M
|
|
|
Jan 30, 2023
Q4 2022
|
Cumberland Advisors Inc
|
BUY
|
- |
13.3KNew |
$1.49M - $1.55M
|
13.3K
$1.54M
|
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
12.4K+ 135.45% |
$1.39M - $1.44M
|
21.5K
$2.5M
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
12.2K+ 94.37% |
$1.37M - $1.42M
|
25.1K
$2.92M
|
|
|
Feb 10, 2023
Q4 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
12K+ 18.68% |
$1.35M - $1.41M
|
76.5K
$8.88M
|
|
|
Jan 19, 2023
Q4 2022
|
Gen Wealth Group, Inc.
|
BUY
|
- |
11.1KNew |
$1.24M - $1.29M
|
11.1K
$1.28M
|
|
|
Feb 01, 2023
Q4 2022
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
11KNew |
$1.24M - $1.28M
|
11K
$1.28M
|
|
|
Jan 30, 2023
Q4 2022
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
11KNew |
$1.24M - $1.28M
|
11K
$1.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
10.8KNew |
$1.21M - $1.26M
|
10.8K
$1.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
9.77K+ 32.15% |
$1.1M - $1.14M
|
40.2K
$4.66M
|
|
|
Jan 11, 2023
Q4 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
9.64K+ 12.61% |
$1.08M - $1.13M
|
86.1K
$9.99M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
9.5K+ 65.49% |
$1.07M - $1.11M
|
24K
$2.79M
|
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
9.49K+ 424.01% |
$1.07M - $1.11M
|
11.7K
$1.36M
|
|
|
Feb 02, 2023
Q4 2022
|
Columbus Macro, LLC
|
BUY
|
- |
9.34KNew |
$1.05M - $1.09M
|
9.34K
$1.09M
|
|
|
Feb 06, 2023
Q4 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
9.18K+ 9.62% |
$1.03M - $1.07M
|
105K
$12.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
8.59K+ 16201.89% |
$965K - $1M
|
8.64K
$1M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
8.28K+ 2.71% |
$930K - $966K
|
314K
$36.4M
|
|
|
Jan 11, 2023
Q4 2022
|
Community Trust & Investment CO
|
BUY
|
- |
7.9KNew |
$888K - $923K
|
7.9K
$918K
|
|
|
Jan 03, 2023
Q4 2022
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
7.68K+ 6.64% |
$862K - $896K
|
123K
$14.3M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
7.4K+ 28.26% |
$831K - $863K
|
33.6K
$3.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
7.3K+ 286.28% |
$820K - $853K
|
9.85K
$1.14M
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
7.18K+ 33.26% |
$806K - $838K
|
28.8K
$3.34M
|
|
|
Feb 10, 2023
Q4 2022
|
St. James Investment Company, LLC
|
BUY
|
- |
7.01KNew |
$787K - $818K
|
7.01K
$814K
|
|
|
Jan 17, 2023
Q4 2022
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
6.78KNew |
$761K - $792K
|
6.78K
$787K
|