Purchases and Sales Made in Q4 2021 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 2021. 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 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-74Closed |
$9.49K - $9.65K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-76- 4.11% |
$9.74K - $9.91K
|
1.78K
$206K
|
|
Feb 11, 2022
Q4 2021
|
Triumph Capital Management
|
SELL
|
- |
-85- 2.29% |
$10.9K - $11.1K
|
3.63K
$421K
|
|
Jan 25, 2022
Q4 2021
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-88- 4.16% |
$11.3K - $11.5K
|
2.03K
$235K
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
SELL
|
- |
-99- 2.87% |
$12.7K - $12.9K
|
3.35K
$389K
|
|
Jan 18, 2022
Q4 2021
|
First National Bank Of South Miami
|
SELL
|
- |
-100Closed |
$12.8K - $13K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-110Closed |
$14.1K - $14.3K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-119- 2.37% |
$15.3K - $15.5K
|
4.9K
$569K
|
|
Jan 10, 2022
Q4 2021
|
Summit Financial Group, Inc.
|
SELL
|
- |
-119- 0.3% |
$15.3K - $15.5K
|
39.3K
$4.57M
|
|
Jan 13, 2022
Q4 2021
|
Perkins Coie Trust CO
|
SELL
|
- |
-139- 16.09% |
$17.8K - $18.1K
|
725
$84.2K
|
|
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-142Closed |
$18.2K - $18.5K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-144- 0.74% |
$18.5K - $18.8K
|
19.4K
$2.25M
|
|
Feb 14, 2022
Q4 2021
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-147- 2.05% |
$18.8K - $19.2K
|
7.04K
$817K
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-148- 0.52% |
$19K - $19.3K
|
28.4K
$3.29M
|
|
Feb 11, 2022
Q4 2021
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-149- 2.64% |
$19.1K - $19.4K
|
5.5K
$638K
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-168Closed |
$21.5K - $21.9K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-170Closed |
$21.8K - $22.2K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-172- 9.89% |
$22K - $22.4K
|
1.57K
$182K
|
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
SELL
|
- |
-174Closed |
$22.3K - $22.7K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-181- 9.43% |
$23.2K - $23.6K
|
1.74K
$202K
|
|
Jan 19, 2022
Q4 2021
|
Key F Inancial Inc
|
SELL
|
- |
-191- 98.45% |
$24.5K - $24.9K
|
3
$348
|
|
Jan 21, 2022
Q4 2021
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-191- 0.5% |
$24.5K - $24.9K
|
38.1K
$4.43M
|
|
Feb 16, 2022
Q4 2021
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-200- 0.3% |
$25.6K - $26.1K
|
66.4K
$7.71M
|
|
Feb 03, 2022
Q4 2021
|
Novare Capital Management LLC
|
SELL
|
- |
-200- 6.96% |
$25.6K - $26.1K
|
2.68K
$311K
|
|
Feb 03, 2022
Q4 2021
|
First National Trust CO
|
SELL
|
- |
-203- 10.57% |
$26K - $26.5K
|
1.72K
$199K
|
|
Jan 21, 2022
Q4 2021
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-205- 1.3% |
$26.3K - $26.7K
|
15.5K
$1.8M
|
|
Feb 11, 2022
Q4 2021
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-225- 1.52% |
$28.8K - $29.3K
|
14.6K
$1.69M
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-227- 97.01% |
$29.1K - $29.6K
|
7
$813
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-239Closed |
$30.6K - $31.2K
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-244- 13.44% |
$31.3K - $31.8K
|
1.57K
$182K
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-248- 30.35% |
$31.8K - $32.3K
|
569
$66.1K
|
|
Jan 21, 2022
Q4 2021
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-250- 11.96% |
$32K - $32.6K
|
1.84K
$214K
|
|
Feb 08, 2022
Q4 2021
|
Meitav Dash Investments LTD
|
SELL
|
- |
-250- 6.05% |
$32K - $32.6K
|
3.88K
$451K
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-250- 13.1% |
$32K - $32.6K
|
1.66K
$193K
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-251- 15.55% |
$32.2K - $32.7K
|
1.36K
$158K
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-267- 8.39% |
$34.2K - $34.8K
|
2.92K
$339K
|
|
Jan 07, 2022
Q4 2021
|
Beacon Financial Group
|
SELL
|
- |
-270- 4.3% |
$34.6K - $35.2K
|
6.01K
$698K
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-315- 2.76% |
$40.4K - $41.1K
|
11.1K
$1.29M
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-316- 1.49% |
$40.5K - $41.2K
|
20.9K
$2.42M
|
|
Feb 04, 2022
Q4 2021
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-329- 10.1% |
$42.2K - $42.9K
|
2.93K
$340K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-337- 2.76% |
$43.2K - $44K
|
11.9K
$1.38M
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
SELL
|
- |
-367- 3.74% |
$47K - $47.9K
|
9.45K
$1.1M
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-398- 13.77% |
$51K - $51.9K
|
2.49K
$290K
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
SELL
|
- |
-399- 2.16% |
$51.1K - $52K
|
18.1K
$2.1M
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-399- 52.57% |
$51.1K - $52K
|
360
$41.8K
|
|
Feb 11, 2022
Q4 2021
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-410Closed |
$52.6K - $53.5K
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-431- 44.48% |
$55.2K - $56.2K
|
538
$62.5K
|
|
Feb 14, 2022
Q4 2021
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-464- 4.45% |
$59.5K - $60.5K
|
9.96K
$1.16M
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-469- 25.19% |
$60.1K - $61.2K
|
1.39K
$162K
|
|
Feb 14, 2022
Q4 2021
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-490- 1.73% |
$62.8K - $63.9K
|
27.8K
$3.23M
|