Purchases and Sales Made in Q1 2023 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 2023. 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 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.11M+ 45.58% |
$126M - $132M
|
3.56M
$410M
|
|
|
Apr 05, 2023
Q1 2023
|
Bts Asset Management, Inc.
|
BUY
|
- |
806KNew |
$91.6M - $95.5M
|
806K
$93M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
660K+ 64.93% |
$74.9M - $78.1M
|
1.68M
$193M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
517K+ 15.97% |
$58.7M - $61.3M
|
3.76M
$433M
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
470K+ 111.7% |
$53.3M - $55.6M
|
890K
$103M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
426KNew |
$48.4M - $50.5M
|
426K
$49.2M
|
|
|
Apr 17, 2023
Q1 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
420KNew |
$47.6M - $49.7M
|
420K
$48.4M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
377K+ 87.84% |
$42.8M - $44.6M
|
805K
$92.9M
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
302KNew |
$34.2M - $35.7M
|
302K
$34.8M
|
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
298K+ 449.03% |
$33.8M - $35.3M
|
364K
$42M
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
249K+ 250.11% |
$28.3M - $29.5M
|
349K
$40.2M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
231K+ 11.54% |
$26.3M - $27.4M
|
2.24M
$258M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
222K+ 11.37% |
$25.2M - $26.3M
|
2.17M
$251M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
199K+ 524.18% |
$22.6M - $23.6M
|
237K
$27.4M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
194K+ 12.11% |
$22M - $22.9M
|
1.79M
$207M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
189KNew |
$21.5M - $22.4M
|
189K
$21.8M
|
|
|
May 10, 2023
Q1 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
181KNew |
$20.5M - $21.4M
|
181K
$20.8M
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
176K+ 4.77% |
$20M - $20.9M
|
3.88M
$447M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
171K+ 54.42% |
$19.4M - $20.2M
|
485K
$55.9M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
157K+ 55.98% |
$17.8M - $18.6M
|
437K
$50.4M
|
|
|
May 15, 2023
Q1 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
156KNew |
$17.7M - $18.5M
|
156K
$18M
|
|
|
May 05, 2023
Q1 2023
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
141KNew |
$16.1M - $16.7M
|
141K
$16.3M
|
|
|
May 15, 2023
Q1 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
139KNew |
$15.8M - $16.5M
|
139K
$16M
|
|
|
May 11, 2023
Q1 2023
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
129KNew |
$14.7M - $15.3M
|
129K
$14.9M
|
|
|
Apr 25, 2023
Q1 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
127KNew |
$14.4M - $15M
|
127K
$14.6M
|
|
|
Apr 28, 2023
Q1 2023
|
West End Advisors, LLC
|
BUY
|
- |
122K+ 10.91% |
$13.9M - $14.5M
|
1.24M
$143M
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
120K+ 813.8% |
$13.6M - $14.2M
|
135K
$15.6M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
115K+ 9.38% |
$13.1M - $13.7M
|
1.35M
$155M
|
|
|
May 03, 2023
Q1 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
113K+ 189.26% |
$12.8M - $13.4M
|
173K
$19.9M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
110K+ 62.44% |
$12.5M - $13M
|
286K
$33M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
110K+ 62.44% |
$12.5M - $13M
|
286K
$33M
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
107KNew |
$12.2M - $12.7M
|
107K
$12.3M
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
106KNew |
$12.1M - $12.6M
|
106K
$12.3M
|
|
|
May 03, 2023
Q1 2023
|
Anchor Capital Advisors LLC
|
BUY
|
- |
95.4K+ 33.27% |
$10.8M - $11.3M
|
382K
$44.1M
|
|
|
Apr 10, 2023
Q1 2023
|
Parkside Advisors LLC
|
BUY
|
- |
88.3K+ 56.42% |
$10M - $10.5M
|
245K
$28.2M
|
|
|
May 05, 2023
Q1 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
85.8KNew |
$9.75M - $10.2M
|
85.8K
$9.9M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
81.2K+ 4.25% |
$9.23M - $9.62M
|
1.99M
$230M
|
|
|
May 02, 2023
Q1 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
75.1K+ 65.76% |
$8.53M - $8.9M
|
189K
$21.8M
|
|
|
May 15, 2023
Q1 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
72.8K+ 64.35% |
$8.26M - $8.62M
|
186K
$21.4M
|
|
|
May 15, 2023
Q1 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
66.9KNew |
$7.59M - $7.92M
|
66.9K
$7.71M
|
|
|
Apr 17, 2023
Q1 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
64.2KNew |
$7.29M - $7.6M
|
64.2K
$7.4M
|
|
|
May 02, 2023
Q1 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
57.4KNew |
$6.52M - $6.8M
|
57.4K
$6.62M
|
|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
56.6KNew |
$6.43M - $6.7M
|
56.6K
$6.53M
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
56.2KNew |
$6.38M - $6.65M
|
56.2K
$6.48M
|
|
|
May 12, 2023
Q1 2023
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
55.2KNew |
$6.26M - $6.53M
|
55.2K
$6.36M
|
|
|
May 09, 2023
Q1 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
54.3K+ 94.6% |
$6.16M - $6.42M
|
112K
$12.9M
|
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
53.7KNew |
$6.09M - $6.35M
|
53.7K
$6.19M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
52K+ 41.89% |
$5.9M - $6.16M
|
176K
$20.3M
|
|
|
May 02, 2023
Q1 2023
|
Victory Capital Management Inc
|
BUY
|
- |
49.7K+ 12.55% |
$5.65M - $5.89M
|
446K
$51.5M
|
|
|
Apr 11, 2023
Q1 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
48.3K+ 72.46% |
$5.48M - $5.72M
|
115K
$13.3M
|