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 |
|---|---|---|---|---|---|---|---|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-118- 0.64% |
$13.3K - $13.8K
|
18.4K
$2.12M
|
|
|
Feb 13, 2023
Q4 2022
|
Slow Capital, Inc.
|
SELL
|
- |
-127- 0.41% |
$14.3K - $14.8K
|
30.5K
$3.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-127- 0.72% |
$14.3K - $14.8K
|
17.5K
$2.02M
|
|
|
Jan 30, 2023
Q4 2022
|
Tru Independence LLC
|
SELL
|
- |
-129- 4.82% |
$14.5K - $15.1K
|
2.55K
$295K
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-136- 32.61% |
$15.3K - $15.9K
|
281
$32.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-150- 38.27% |
$16.8K - $17.5K
|
242
$28K
|
|
|
Jan 19, 2023
Q4 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-152- 2.23% |
$17.1K - $17.7K
|
6.67K
$770K
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-153- 2.29% |
$17.2K - $17.9K
|
6.52K
$753K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-168- 3.87% |
$18.9K - $19.6K
|
4.17K
$482K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-171- 7.66% |
$19.2K - $20K
|
2.06K
$238K
|
|
|
Feb 06, 2023
Q4 2022
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-186- 4.95% |
$20.9K - $21.7K
|
3.57K
$413K
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Financial Group Inc
|
SELL
|
- |
-196- 2.0% |
$22K - $22.9K
|
9.61K
$1.11M
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-196- 89.91% |
$22K - $22.9K
|
22
$2.54K
|
|
|
Feb 10, 2023
Q4 2022
|
Camden National Bank
Camden, ME |
SELL
|
- |
-198- 0.68% |
$22.2K - $23.1K
|
28.9K
$3.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-205- 5.61% |
$23K - $23.9K
|
3.45K
$399K
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-208- 0.65% |
$23.4K - $24.3K
|
31.8K
$3.68M
|
|
|
Jan 23, 2023
Q4 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-222- 9.66% |
$24.9K - $25.9K
|
2.08K
$240K
|
|
|
Jan 25, 2023
Q4 2022
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-224- 4.11% |
$25.2K - $26.2K
|
5.23K
$604K
|
|
|
Jan 20, 2023
Q4 2022
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-230- 5.63% |
$25.8K - $26.9K
|
3.85K
$445K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-243- 5.11% |
$27.3K - $28.4K
|
4.51K
$521K
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-250- 9.65% |
$28.1K - $29.2K
|
2.34K
$271K
|
|
|
Feb 06, 2023
Q4 2022
|
Rkl Wealth Management LLC
|
SELL
|
- |
-255- 0.31% |
$28.6K - $29.8K
|
83.3K
$9.62M
|
|
|
Jan 26, 2023
Q4 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-270- 1.0% |
$30.3K - $31.5K
|
26.7K
$3.08M
|
|
|
May 12, 2023
Q4 2022
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-295- 0.23% |
$33.1K - $34.4K
|
129K
$14.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-296- 6.02% |
$33.2K - $34.6K
|
4.62K
$534K
|
|
|
Feb 07, 2023
Q4 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-305- 0.93% |
$34.3K - $35.6K
|
32.4K
$3.74M
|
|
|
Feb 14, 2023
Q4 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-331- 10.78% |
$37.2K - $38.6K
|
2.74K
$317K
|
|
|
Feb 06, 2023
Q4 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-346- 1.1% |
$38.9K - $40.4K
|
31.1K
$3.59M
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
SELL
|
- |
-383- 1.16% |
$43K - $44.7K
|
32.6K
$3.76M
|
|
|
Feb 10, 2023
Q4 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-389- 16.22% |
$43.7K - $45.4K
|
2.01K
$232K
|
|
|
Feb 10, 2023
Q4 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-437- 41.27% |
$49.1K - $51K
|
622
$71.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Surience Private Wealth LLC
|
SELL
|
- |
-456- 10.55% |
$51.2K - $53.2K
|
3.87K
$447K
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-464- 16.02% |
$52.1K - $54.2K
|
2.43K
$281K
|
|
|
Feb 13, 2023
Q4 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-500- 8.29% |
$56.2K - $58.4K
|
5.54K
$640K
|
|
|
Feb 07, 2023
Q4 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-524- 5.5% |
$58.9K - $61.2K
|
9K
$1.04M
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-527- 12.62% |
$59.2K - $61.5K
|
3.65K
$422K
|
|
|
Feb 14, 2023
Q4 2022
|
Vontobel Holding Ltd.
|
SELL
|
- |
-574- 7.21% |
$64.5K - $67K
|
7.39K
$854K
|
|
|
Jan 11, 2023
Q4 2022
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-598- 84.34% |
$67.2K - $69.8K
|
111
$12.8K
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-620- 7.88% |
$69.6K - $72.4K
|
7.25K
$838K
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-630- 6.71% |
$70.8K - $73.6K
|
8.76K
$1.01M
|
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-642- 89.54% |
$72.1K - $75K
|
75
$8.67K
|
|
|
Feb 14, 2023
Q4 2022
|
State Street Corp
Boston, MA |
SELL
|
- |
-694- 4.89% |
$78K - $81K
|
13.5K
$1.56M
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-699- 5.17% |
$78.5K - $81.6K
|
12.8K
$1.48M
|
|
|
Jan 24, 2023
Q4 2022
|
Rockland Trust CO
|
SELL
|
- |
-719- 11.2% |
$80.8K - $84K
|
5.7K
$659K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-744- 7.02% |
$83.6K - $86.9K
|
9.86K
$1.14M
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-747- 14.0% |
$83.9K - $87.2K
|
4.59K
$530K
|
|
|
Feb 10, 2023
Q4 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-763- 2.86% |
$85.7K - $89.1K
|
25.9K
$2.99M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-763- 19.04% |
$85.7K - $89.1K
|
3.24K
$375K
|
|
|
Jan 31, 2023
Q4 2022
|
Dt Investment Partners, LLC
|
SELL
|
- |
-768- 41.0% |
$86.3K - $89.7K
|
1.11K
$128K
|
|
|
Feb 14, 2023
Q4 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-818- 19.23% |
$91.9K - $95.5K
|
3.44K
$397K
|