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 13, 2023
Q4 2022
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
6.55K+ 6.5% |
$736K - $765K
|
107K
$12.5M
|
|
|
May 17, 2024
Q4 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
6.36KNew |
$715K - $743K
|
6.36K
$739K
|
|
|
Jan 27, 2023
Q4 2022
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
6.34K+ 10571.67% |
$713K - $741K
|
6.4K
$744K
|
|
|
Feb 06, 2023
Q4 2022
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
6.09KNew |
$684K - $711K
|
6.09K
$707K
|
|
|
Feb 14, 2023
Q4 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
5.93KNew |
$666K - $693K
|
5.93K
$689K
|
|
|
Feb 09, 2023
Q4 2022
|
Greenspring Advisors, LLC
|
BUY
|
- |
5.76KNew |
$647K - $673K
|
5.76K
$669K
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
BUY
|
- |
5.2K+ 129.26% |
$584K - $607K
|
9.22K
$1.07M
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
4.8KNew |
$539K - $560K
|
4.8K
$557K
|
|
|
Jan 03, 2023
Q4 2022
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
4.73KNew |
$532K - $553K
|
4.73K
$550K
|
|
|
Jan 26, 2023
Q4 2022
|
Gds Wealth Management
|
BUY
|
- |
4.72K+ 8.79% |
$530K - $551K
|
58.4K
$6.78M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
4.61K+ 45.44% |
$518K - $538K
|
14.8K
$1.71M
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
4.57KNew |
$513K - $533K
|
4.57K
$530K
|
|
|
Feb 15, 2023
Q4 2022
|
Rmr Wealth Builders
|
BUY
|
- |
4.5KNew |
$505K - $525K
|
4.5K
$523K
|
|
|
Jan 23, 2023
Q4 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
4.41KNew |
$496K - $515K
|
4.41K
$513K
|
|
|
Jan 18, 2023
Q4 2022
|
Opus Capital Group, LLC
|
BUY
|
- |
4.4KNew |
$494K - $514K
|
4.4K
$511K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
4.28KNew |
$481K - $500K
|
4.28K
$497K
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
4.14K+ 18.62% |
$464K - $483K
|
26.3K
$3.06M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
4.1KNew |
$461K - $479K
|
4.1K
$476K
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.07KNew |
$457K - $475K
|
4.07K
$472K
|
|
|
Feb 13, 2023
Q4 2022
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
4.06K+ 182.48% |
$456K - $474K
|
6.29K
$730K
|
|
|
Feb 14, 2023
Q4 2022
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
3.9KNew |
$438K - $455K
|
3.9K
$453K
|
|
|
Jan 23, 2023
Q4 2022
|
Center For Asset Management LLC
|
BUY
|
- |
3.89K+ 87.28% |
$436K - $454K
|
8.34K
$968K
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
3.88K+ 1.09% |
$436K - $453K
|
361K
$41.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
3.87K+ 1.58% |
$435K - $452K
|
249K
$28.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
3.85KNew |
$433K - $450K
|
3.85K
$447K
|
|
|
Sep 11, 2024
Q4 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
3.76K+ 102.23% |
$422K - $439K
|
7.43K
$863K
|
|
|
Feb 03, 2023
Q4 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
3.7K+ 11.68% |
$416K - $432K
|
35.4K
$4.11M
|
|
|
Feb 13, 2023
Q4 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
3.68K+ 2.18% |
$413K - $429K
|
172K
$20M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.67K+ 8.88% |
$412K - $428K
|
44.9K
$5.22M
|
|
|
Feb 10, 2023
Q4 2022
|
Destination Wealth Management
|
BUY
|
- |
3.61KNew |
$406K - $422K
|
3.61K
$420K
|
|
|
Feb 08, 2023
Q4 2022
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
3.4KNew |
$382K - $397K
|
3.4K
$395K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.23KNew |
$363K - $377K
|
3.23K
$375K
|
|
|
Jan 26, 2023
Q4 2022
|
Acas, LLC
|
BUY
|
- |
3.21KNew |
$361K - $375K
|
3.21K
$373K
|
|
|
Apr 10, 2023
Q4 2022
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
3.21KNew |
$360K - $374K
|
3.21K
$372K
|
|
|
Jan 31, 2023
Q4 2022
|
Cabot Wealth Management Inc
|
BUY
|
- |
3.03K+ 43.73% |
$340K - $354K
|
9.95K
$1.16M
|
|
|
Jan 13, 2023
Q4 2022
|
Ballew Advisors, Inc
|
BUY
|
- |
2.98K+ 16.86% |
$335K - $348K
|
20.7K
$2.4M
|
|
|
Feb 06, 2023
Q4 2022
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
2.86K+ 15.89% |
$322K - $334K
|
20.9K
$2.43M
|
|
|
Feb 08, 2023
Q4 2022
|
L.M. Kohn & Company
|
BUY
|
- |
2.85KNew |
$320K - $332K
|
2.85K
$330K
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.81K+ 18.44% |
$315K - $328K
|
18K
$2.09M
|
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
2.8K+ 7.46% |
$315K - $327K
|
40.4K
$4.69M
|
|
|
Feb 01, 2023
Q4 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
2.78K+ 35.35% |
$312K - $324K
|
10.6K
$1.24M
|
|
|
Feb 10, 2023
Q4 2022
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
2.73KNew |
$307K - $319K
|
2.73K
$317K
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
2.71KNew |
$304K - $316K
|
2.71K
$314K
|
|
|
Jan 23, 2023
Q4 2022
|
Blue Fin Capital, Inc.
|
BUY
|
- |
2.54K+ 69.37% |
$285K - $297K
|
6.2K
$720K
|
|
|
Feb 01, 2023
Q4 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
2.47KNew |
$278K - $289K
|
2.47K
$287K
|
|
|
Jan 27, 2023
Q4 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
2.36KNew |
$265K - $276K
|
2.36K
$274K
|
|
|
Jan 17, 2023
Q4 2022
|
Element Wealth, LLC
|
BUY
|
- |
2.31K+ 136.64% |
$260K - $270K
|
4K
$465K
|
|
|
Feb 14, 2023
Q4 2022
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
2.26KNew |
$254K - $264K
|
2.26K
$262K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
2.23KNew |
$250K - $260K
|
2.23K
$259K
|
|
|
Feb 09, 2023
Q4 2022
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
2.21K+ 14.25% |
$248K - $258K
|
17.7K
$2.06M
|