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
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
82+ 3.01% |
$9.21K - $9.57K
|
2.8K
$325K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
75New |
$8.42K - $8.76K
|
75
$8.71K
|
|
|
Jan 27, 2023
Q4 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
74+ 3.68% |
$8.31K - $8.64K
|
2.08K
$242K
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
60+ 0.48% |
$6.74K - $7.01K
|
12.6K
$1.47M
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
52+ 2.61% |
$5.84K - $6.07K
|
2.04K
$237K
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
39+ 108.33% |
$4.38K - $4.55K
|
75
$8.71K
|
|
|
Feb 01, 2023
Q4 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
35+ 30.43% |
$3.93K - $4.09K
|
150
$17.4K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
32New |
$3.59K - $3.74K
|
32
$3.72K
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
25New |
$2.81K - $2.92K
|
25
$2.9K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
24New |
$2.7K - $2.8K
|
24
$2.79K
|
|
|
Feb 07, 2023
Q4 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
24New |
$2.7K - $2.8K
|
24
$2.79K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
22New |
$2.47K - $2.57K
|
22
$2.55K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
20+ 0.52% |
$2.25K - $2.34K
|
3.86K
$448K
|
|
|
Feb 03, 2023
Q4 2022
|
Unconventional Investor, LLC
|
BUY
|
- |
10+ 0.11% |
$1.12K - $1.17K
|
9.03K
$1.05M
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
9+ 1.96% |
$1.01K - $1.05K
|
469
$54.5K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
9New |
$1.01K - $1.05K
|
9
$1.05K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
9New |
$1.01K - $1.05K
|
9
$1.05K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
5+ 9.09% |
$562 - $584
|
60
$6.97K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
4+ 0.6% |
$449 - $467
|
672
$78K
|
|
|
Jan 09, 2023
Q4 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
3New |
$337 - $350
|
3
$348
|
|
|
Jan 20, 2023
Q4 2022
|
Advisor Resource Council
|
BUY
|
- |
2+ 0.09% |
$225 - $234
|
2.15K
$250K
|
|
|
Jan 23, 2023
Q4 2022
|
Index Fund Advisors, Inc.
|
BUY
|
- |
2+ 0.02% |
$225 - $234
|
10.3K
$1.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
2+ 0.01% |
$225 - $234
|
25.9K
$3.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2+ 0.09% |
$225 - $234
|
2.16K
$250K
|
|
|
Feb 08, 2023
Q4 2022
|
Hudock, Inc.
|
BUY
|
- |
1+ 0.04% |
$112 - $117
|
2.38K
$276K
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 1.64% |
$112 - $117
|
62
$7.2K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
1+ 1.06% |
$112 - $117
|
95
$11K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1+ 100.0% |
$112 - $117
|
2
$232
|
|
|
Jan 27, 2023
Q4 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
1+ 0.04% |
$112 - $117
|
2.56K
$297K
|
|
|
Feb 13, 2023
Q4 2022
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-1- 0.04% |
$112 - $117
|
2.84K
$330K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-6- 0.09% |
$674 - $701
|
7.02K
$815K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-6- 17.65% |
$674 - $701
|
28
$3.25K
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-20- 0.12% |
$2.25K - $2.34K
|
16.3K
$1.9M
|
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-21- 2.68% |
$2.36K - $2.45K
|
762
$88.5K
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-21- 0.2% |
$2.36K - $2.45K
|
10.4K
$1.21M
|
|
|
Feb 01, 2023
Q4 2022
|
Tfg Advisers LLC
|
SELL
|
- |
-32- 1.27% |
$3.59K - $3.74K
|
2.49K
$289K
|
|
|
Feb 14, 2023
Q4 2022
|
Seven One Seven Capital Management
Lancaster, PA |
SELL
|
- |
-41- 0.56% |
$4.61K - $4.79K
|
7.3K
$848K
|
|
|
Jan 27, 2023
Q4 2022
|
Sinecera Capital, LLC
|
SELL
|
- |
-73- 0.35% |
$8.2K - $8.52K
|
20.8K
$2.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-75- 3.77% |
$8.42K - $8.76K
|
1.91K
$222K
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-75- 4.64% |
$8.42K - $8.76K
|
1.54K
$179K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-76- 6.14% |
$8.54K - $8.87K
|
1.16K
$135K
|
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-81- 1.15% |
$9.1K - $9.46K
|
6.99K
$811K
|
|
|
Jan 11, 2023
Q4 2022
|
Pacifica Partners Inc.
|
SELL
|
- |
-83- 21.67% |
$9.32K - $9.69K
|
300
$34.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-83Closed |
$9.32K - $9.69K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-97- 0.08% |
$10.9K - $11.3K
|
125K
$14.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-101- 1.56% |
$11.3K - $11.8K
|
6.36K
$739K
|
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-102- 4.44% |
$11.5K - $11.9K
|
2.2K
$255K
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-107- 0.36% |
$12K - $12.5K
|
29.6K
$3.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-109- 1.63% |
$12.2K - $12.7K
|
6.56K
$762K
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
SELL
|
- |
-111- 14.62% |
$12.5K - $13K
|
648
$75.3K
|