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 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-847- 13.46% |
$95.1K - $98.9K
|
5.45K
$632K
|
|
|
Feb 14, 2023
Q4 2022
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-850- 2.07% |
$95.5K - $99.2K
|
40.2K
$4.67M
|
|
|
Feb 10, 2023
Q4 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-865- 13.13% |
$97.2K - $101K
|
5.72K
$665K
|
|
|
Jan 17, 2023
Q4 2022
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-959- 23.77% |
$108K - $112K
|
3.08K
$357K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
SELL
|
- |
-977- 5.26% |
$110K - $114K
|
17.6K
$2.04M
|
|
|
Jan 17, 2023
Q4 2022
|
Rede Wealth, LLC
|
SELL
|
- |
-1.01K- 13.6% |
$113K - $117K
|
6.39K
$741K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-1.01K- 96.1% |
$113K - $118K
|
41
$4.76K
|
|
|
Feb 08, 2023
Q4 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-1.06K- 4.02% |
$119K - $124K
|
25.4K
$2.95M
|
|
|
Jan 24, 2023
Q4 2022
|
Hnp Capital LLC
|
SELL
|
- |
-1.06K- 4.08% |
$119K - $124K
|
25K
$2.9M
|
|
|
Jan 25, 2023
Q4 2022
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-1.13K- 2.47% |
$127K - $132K
|
44.6K
$5.17M
|
|
|
Feb 09, 2023
Q4 2022
|
Sbb Research Group LLC
|
SELL
|
- |
-1.15K- 28.38% |
$129K - $134K
|
2.89K
$336K
|
|
|
Feb 02, 2023
Q4 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.2K- 24.09% |
$135K - $140K
|
3.78K
$439K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.36K- 20.81% |
$153K - $159K
|
5.18K
$602K
|
|
|
Feb 13, 2023
Q4 2022
|
Gould Capital, LLC
|
SELL
|
- |
-1.36K- 1.36% |
$153K - $159K
|
98.8K
$11.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-1.48K- 3.98% |
$166K - $173K
|
35.7K
$4.14M
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-1.48K- 12.03% |
$166K - $173K
|
10.8K
$1.26M
|
|
|
Oct 16, 2023
Q4 2022
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-1.53K- 25.27% |
$172K - $179K
|
4.53K
$526K
|
|
|
Feb 14, 2023
Q4 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.53K- 31.58% |
$172K - $179K
|
3.32K
$386K
|
|
|
Jan 23, 2023
Q4 2022
|
Jmac Enterprises LLC
|
SELL
|
- |
-1.54K- 11.46% |
$172K - $179K
|
11.9K
$1.38M
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.54K- 41.61% |
$173K - $179K
|
2.16K
$250K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.54K- 53.31% |
$173K - $180K
|
1.35K
$157K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.56K- 0.74% |
$175K - $182K
|
208K
$24.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-1.6K- 1.33% |
$180K - $187K
|
119K
$13.8M
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.68K- 36.94% |
$188K - $196K
|
2.86K
$333K
|
|
|
Jan 05, 2023
Q4 2022
|
Martin Capital Partners, LLC
|
SELL
|
- |
-1.74K- 11.04% |
$195K - $203K
|
14K
$1.62M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.78K- 39.11% |
$200K - $208K
|
2.77K
$322K
|
|
|
Feb 07, 2023
Q4 2022
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-1.85K- 5.3% |
$208K - $216K
|
33.1K
$3.84M
|
|
|
Feb 13, 2023
Q4 2022
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-1.87K- 8.83% |
$210K - $219K
|
19.4K
$2.25M
|
|
|
Jan 30, 2023
Q4 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-2.01K- 21.97% |
$225K - $234K
|
7.13K
$828K
|
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-2.13K- 31.51% |
$239K - $248K
|
4.62K
$537K
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.13K- 97.79% |
$239K - $248K
|
48
$5.57K
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
SELL
|
- |
-2.15K- 3.5% |
$241K - $251K
|
59.3K
$6.88M
|
|
|
Jan 26, 2023
Q4 2022
|
Charles Schwab Trust CO
|
SELL
|
- |
-2.17K- 41.18% |
$243K - $253K
|
3.1K
$359K
|
|
|
Jan 24, 2023
Q4 2022
|
Dock Street Asset Management Inc
|
SELL
|
- |
-2.25K- 4.07% |
$253K - $263K
|
53.1K
$6.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-2.37K- 12.18% |
$266K - $276K
|
17.1K
$1.98M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.37K- 3.26% |
$266K - $277K
|
70.5K
$8.18M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.42K- 39.82% |
$272K - $283K
|
3.66K
$425K
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-2.43K- 31.61% |
$273K - $283K
|
5.25K
$610K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.44K- 8.88% |
$274K - $285K
|
25K
$2.91M
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-2.51K- 16.32% |
$282K - $293K
|
12.9K
$1.49M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.63K- 9.33% |
$295K - $307K
|
25.5K
$2.97M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.72K- 28.88% |
$306K - $318K
|
6.7K
$778K
|
|
|
Nov 14, 2024
Q4 2022
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-2.91K- 1.88% |
$327K - $340K
|
152K
$17.7M
|
|
|
Feb 06, 2023
Q4 2022
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-3K- 9.89% |
$337K - $351K
|
27.3K
$3.17M
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-3.2K- 95.69% |
$359K - $373K
|
144
$16.7K
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-3.26K- 18.46% |
$366K - $380K
|
14.4K
$1.67M
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-3.32K- 3.02% |
$373K - $388K
|
107K
$12.4M
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.47K- 58.62% |
$390K - $405K
|
2.45K
$284K
|
|
|
Feb 01, 2023
Q4 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-3.48K- 10.53% |
$391K - $406K
|
29.6K
$3.43M
|
|
|
Feb 01, 2023
Q4 2022
|
Great Diamond Partners, LLC
|
SELL
|
- |
-3.55K- 7.27% |
$399K - $414K
|
45.2K
$5.25M
|