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 |
---|---|---|---|---|---|---|---|
Jan 23, 2023
Q4 2022
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
503+ 9.1% |
$56.5K - $58.7K
|
6.03K
$700K
|
|
Sep 05, 2024
Q4 2022
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
501New |
$56.3K - $58.5K
|
501
$58.2K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
500New |
$56.2K - $58.4K
|
500
$58.1K
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
492+ 29.3% |
$55.3K - $57.4K
|
2.17K
$252K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
477+ 9.21% |
$53.6K - $55.7K
|
5.66K
$657K
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
456New |
$51.2K - $53.2K
|
456
$53K
|
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
456New |
$51.2K - $53.2K
|
456
$53K
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
442+ 17.42% |
$49.6K - $51.6K
|
2.98K
$346K
|
|
Feb 14, 2023
Q4 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
428New |
$48.1K - $50K
|
428
$49.7K
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
421New |
$47.3K - $49.2K
|
421
$48.9K
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
421New |
$47.3K - $49.2K
|
421
$48.9K
|
|
Feb 10, 2023
Q4 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
417+ 18.14% |
$46.8K - $48.7K
|
2.72K
$315K
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
403+ 35.73% |
$45.3K - $47.1K
|
1.53K
$178K
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
337+ 802.38% |
$37.9K - $39.3K
|
379
$44K
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
333+ 13.61% |
$37.4K - $38.9K
|
2.78K
$323K
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
333+ 13.61% |
$37.4K - $38.9K
|
2.78K
$323K
|
|
Feb 09, 2023
Q4 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
329+ 0.15% |
$37K - $38.4K
|
224K
$26M
|
|
Jan 18, 2023
Q4 2022
|
Aries Wealth Management
|
BUY
|
- |
320+ 11.63% |
$35.9K - $37.4K
|
3.07K
$357K
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
314+ 5.55% |
$35.3K - $36.7K
|
5.97K
$693K
|
|
Feb 13, 2023
Q4 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
304+ 7.16% |
$34.1K - $35.5K
|
4.55K
$529K
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
301+ 164.48% |
$33.8K - $35.1K
|
484
$56.2K
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
296+ 14.55% |
$33.2K - $34.6K
|
2.33K
$271K
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
289New |
$32.5K - $33.7K
|
289
$33.6K
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
281+ 2.59% |
$31.6K - $32.8K
|
11.1K
$1.29M
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
275+ 2.59% |
$30.9K - $32.1K
|
10.9K
$1.26M
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
274New |
$30.8K - $32K
|
274
$31.8K
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
259New |
$29.1K - $30.2K
|
259
$30.1K
|
|
Feb 14, 2023
Q4 2022
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
245+ 11.11% |
$27.5K - $28.6K
|
2.45K
$285K
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
234+ 1.43% |
$26.3K - $27.3K
|
16.5K
$1.92M
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
218+ 8.99% |
$24.5K - $25.5K
|
2.64K
$307K
|
|
Jan 20, 2023
Q4 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
211+ 0.18% |
$23.7K - $24.6K
|
120K
$13.9M
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
202New |
$22.7K - $23.6K
|
202
$23.5K
|
|
Sep 12, 2023
Q4 2022
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
201New |
$22.6K - $23.5K
|
201
$23.3K
|
|
Feb 13, 2023
Q4 2022
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
200+ 1.76% |
$22.5K - $23.4K
|
11.5K
$1.34M
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
193New |
$21.7K - $22.5K
|
193
$22.4K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
190New |
$21.3K - $22.2K
|
190
$22.1K
|
|
Feb 07, 2023
Q4 2022
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
188+ 1.81% |
$21.1K - $22K
|
10.6K
$1.23M
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
183New |
$20.6K - $21.4K
|
183
$21.3K
|
|
Feb 06, 2023
Q4 2022
|
Matson Money. Inc.
|
BUY
|
- |
171+ 0.01% |
$19.2K - $20K
|
1.41M
$163M
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
167+ 7.83% |
$18.8K - $19.5K
|
2.3K
$267K
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
163+ 1.44% |
$18.3K - $19K
|
11.5K
$1.33M
|
|
Jan 30, 2023
Q4 2022
|
Armor Investment Advisors, LLC
|
BUY
|
- |
162New |
$18.2K - $18.9K
|
162
$18.8K
|
|
Feb 07, 2023
Q4 2022
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
157+ 3.27% |
$17.6K - $18.3K
|
4.96K
$576K
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
150New |
$16.8K - $17.5K
|
150
$17.4K
|
|
Feb 06, 2023
Q4 2022
|
Investors Research Corp
|
BUY
|
- |
147+ 10.86% |
$16.5K - $17.2K
|
1.5K
$174K
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
135+ 0.73% |
$15.2K - $15.8K
|
18.7K
$2.17M
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
127New |
$14.3K - $14.8K
|
127
$14.7K
|
|
Jan 10, 2023
Q4 2022
|
Bank Of New Hampshire
|
BUY
|
- |
93New |
$10.4K - $10.9K
|
93
$10.8K
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
88+ 4.34% |
$9.89K - $10.3K
|
2.11K
$245K
|
|
Feb 07, 2023
Q4 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
82+ 0.7% |
$9.21K - $9.57K
|
11.7K
$1.36M
|