Purchases and Sales Made in Q1 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 Q1 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 |
---|---|---|---|---|---|---|---|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
42K+ 3.35% |
$5.1M - $5.38M
|
1.3M
$150M
|
|
May 13, 2022
Q1 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
41.6KNew |
$5.05M - $5.33M
|
41.6K
$4.82M
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
41.3K+ 15.4% |
$5.01M - $5.29M
|
309K
$35.8M
|
|
Apr 22, 2022
Q1 2022
|
Quattro Financial Advisors LLC
|
BUY
|
- |
39.2KNew |
$4.76M - $5.03M
|
39.2K
$4.55M
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
36K+ 45.53% |
$4.37M - $4.61M
|
115K
$13.3M
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
34.3K+ 210.07% |
$4.17M - $4.4M
|
50.6K
$5.87M
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
34.3K+ 25.51% |
$4.16M - $4.39M
|
169K
$19.5M
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
33.3K+ 1875.27% |
$4.04M - $4.27M
|
35.1K
$4.06M
|
|
Apr 25, 2022
Q1 2022
|
Ferguson Shapiro LLC
|
BUY
|
- |
33.1K+ 229.93% |
$4.02M - $4.25M
|
47.5K
$5.51M
|
|
Apr 13, 2022
Q1 2022
|
Parkside Advisors LLC
|
BUY
|
- |
31.1K+ 21.92% |
$3.78M - $3.99M
|
173K
$20M
|
|
May 16, 2022
Q1 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
30.6KNew |
$3.72M - $3.92M
|
30.6K
$3.55M
|
|
May 13, 2022
Q1 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
30.3K+ 21.17% |
$3.67M - $3.88M
|
173K
$20.1M
|
|
Aug 15, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
30.1KNew |
$3.66M - $3.86M
|
30.1K
$3.49M
|
|
Apr 22, 2022
Q1 2022
|
Peak Financial Advisors LLC
|
BUY
|
- |
30KNew |
$3.64M - $3.84M
|
30K
$3.47M
|
|
May 05, 2022
Q1 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
29.4KNew |
$3.57M - $3.77M
|
29.4K
$3.41M
|
|
Apr 28, 2022
Q1 2022
|
Keybank National Association
|
BUY
|
- |
28K+ 5.97% |
$3.4M - $3.59M
|
496K
$57.5M
|
|
May 16, 2022
Q1 2022
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
27.5KNew |
$3.34M - $3.53M
|
27.5K
$3.19M
|
|
May 12, 2022
Q1 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
27.5K+ 42.85% |
$3.34M - $3.53M
|
91.7K
$10.6M
|
|
May 09, 2022
Q1 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
27.4K+ 7.39% |
$3.32M - $3.51M
|
398K
$46.1M
|
|
May 13, 2022
Q1 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
25.4KNew |
$3.09M - $3.26M
|
25.4K
$2.95M
|
|
Apr 08, 2022
Q1 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
22.2K+ 11.3% |
$2.69M - $2.84M
|
218K
$25.3M
|
|
May 04, 2022
Q1 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
22.1KNew |
$2.68M - $2.83M
|
22.1K
$2.56M
|
|
May 16, 2022
Q1 2022
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
21.8K+ 180.16% |
$2.65M - $2.8M
|
34K
$3.93M
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
20.4K+ 5673.06% |
$2.48M - $2.62M
|
20.8K
$2.41M
|
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
BUY
|
- |
19.8K+ 912.14% |
$2.4M - $2.53M
|
21.9K
$2.54M
|
|
Apr 22, 2022
Q1 2022
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
19.5K+ 404.07% |
$2.36M - $2.49M
|
24.3K
$2.81M
|
|
May 16, 2022
Q1 2022
|
State Street Corp
Boston, MA |
BUY
|
- |
18.5K+ 8.56% |
$2.24M - $2.37M
|
234K
$27.1M
|
|
May 16, 2022
Q1 2022
|
Discovery Capital Management, LLC
South Norwalk, CT |
BUY
|
- |
18.3KNew |
$2.22M - $2.34M
|
18.3K
$2.12M
|
|
May 10, 2022
Q1 2022
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
17.7KNew |
$2.15M - $2.27M
|
17.7K
$2.05M
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
17.6KNew |
$2.13M - $2.25M
|
17.6K
$2.04M
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
17.6K+ 22.34% |
$2.13M - $2.25M
|
96.2K
$11.1M
|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
16.6K+ 22.63% |
$2.01M - $2.12M
|
89.8K
$10.4M
|
|
May 09, 2022
Q1 2022
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
16KNew |
$1.95M - $2.06M
|
16K
$1.86M
|
|
May 13, 2022
Q1 2022
|
Rmr Wealth Builders
|
BUY
|
- |
15KNew |
$1.82M - $1.92M
|
15K
$1.74M
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
14.9K+ 4.26% |
$1.81M - $1.91M
|
365K
$42.2M
|
|
Apr 28, 2022
Q1 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
14.1K+ 59.7% |
$1.71M - $1.81M
|
37.7K
$4.37M
|
|
Sep 06, 2024
Q1 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
14.1KNew |
$1.71M - $1.8M
|
14.1K
$1.63M
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
12.6KNew |
$1.53M - $1.61M
|
12.6K
$1.46M
|
|
May 16, 2022
Q1 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
12.1K+ 13.52% |
$1.48M - $1.56M
|
102K
$11.8M
|
|
May 12, 2022
Q1 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
10.6KNew |
$1.28M - $1.35M
|
10.6K
$1.22M
|
|
Apr 28, 2022
Q1 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
10.5KNew |
$1.28M - $1.35M
|
10.5K
$1.22M
|
|
Jul 21, 2022
Q1 2022
|
Gould Capital, LLC
|
BUY
|
- |
10.2K+ 11.29% |
$1.24M - $1.3M
|
100K
$11.6M
|
|
Apr 25, 2022
Q1 2022
|
Omega Financial Group, LLC
|
BUY
|
- |
9.39KNew |
$1.14M - $1.2M
|
9.39K
$1.09M
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
8.74K+ 353.62% |
$1.06M - $1.12M
|
11.2K
$1.3M
|
|
May 11, 2022
Q1 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
8.73K+ 45.85% |
$1.06M - $1.12M
|
27.8K
$3.22M
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
8.58KNew |
$1.04M - $1.1M
|
8.58K
$995K
|
|
May 13, 2022
Q1 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
7.99K+ 6.77% |
$970K - $1.02M
|
126K
$14.6M
|
|
Apr 25, 2022
Q1 2022
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
7.17K+ 157.82% |
$870K - $918K
|
11.7K
$1.36M
|
|
May 03, 2022
Q1 2022
|
Peoples Bank
|
BUY
|
- |
7.14K+ 20.08% |
$867K - $916K
|
42.7K
$4.95M
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
6.95K+ 135.14% |
$844K - $891K
|
12.1K
$1.4M
|