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 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
13.6K+ 53.2% |
$1.54M - $1.61M
|
39.1K
$4.51M
|
|
|
Apr 10, 2023
Q1 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
13.1KNew |
$1.49M - $1.55M
|
13.1K
$1.51M
|
|
|
May 15, 2023
Q1 2023
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
12.1K+ 9.66% |
$1.38M - $1.43M
|
138K
$15.9M
|
|
|
Apr 06, 2023
Q1 2023
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
12K+ 11.6% |
$1.36M - $1.42M
|
115K
$13.3M
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
11.8KNew |
$1.34M - $1.39M
|
11.8K
$1.36M
|
|
|
May 05, 2023
Q1 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
11.7K+ 32.1% |
$1.32M - $1.38M
|
47.9K
$5.53M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
10.9K+ 22.2% |
$1.23M - $1.29M
|
59.8K
$6.9M
|
|
|
May 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
10.8K+ 48.98% |
$1.23M - $1.28M
|
32.9K
$3.8M
|
|
|
Apr 06, 2023
Q1 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
10.8KNew |
$1.23M - $1.28M
|
10.8K
$1.25M
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
10.2K+ 251.89% |
$1.16M - $1.21M
|
14.3K
$1.65M
|
|
|
May 15, 2023
Q1 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
10.1K+ 16.99% |
$1.15M - $1.2M
|
69.5K
$8.02M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
9.8K+ 57.9% |
$1.11M - $1.16M
|
26.7K
$3.08M
|
|
|
Apr 19, 2023
Q1 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
9.77KNew |
$1.11M - $1.16M
|
9.77K
$1.13M
|
|
|
Apr 28, 2023
Q1 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
9.33K+ 1.75% |
$1.06M - $1.11M
|
544K
$62.7M
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
9.29K+ 9.84% |
$1.05M - $1.1M
|
104K
$12M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.15K+ 4.45% |
$1.04M - $1.08M
|
215K
$24.8M
|
|
|
May 11, 2023
Q1 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
8.98KNew |
$1.02M - $1.06M
|
8.98K
$1.04M
|
|
|
Apr 18, 2023
Q1 2023
|
Financial Services Advisory Inc
|
BUY
|
- |
8.77KNew |
$996K - $1.04M
|
8.77K
$1.01M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
8.59K+ 18.43% |
$976K - $1.02M
|
55.2K
$6.37M
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
8.48K+ 3.41% |
$962K - $1M
|
257K
$29.7M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.39K+ 13.07% |
$952K - $993K
|
72.6K
$8.37M
|
|
|
Apr 11, 2023
Q1 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
8.21K+ 8.81% |
$932K - $972K
|
101K
$11.7M
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
7.94K+ 389.02% |
$902K - $940K
|
9.98K
$1.15M
|
|
|
May 15, 2023
Q1 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
7.84K+ 16.49% |
$890K - $928K
|
55.4K
$6.39M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.76K+ 2.42% |
$881K - $919K
|
329K
$37.9M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.7K+ 170.61% |
$874K - $911K
|
12.2K
$1.41M
|
|
|
May 01, 2023
Q1 2023
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
7.59K+ 0.54% |
$862K - $899K
|
1.41M
$162M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.41K+ 264.56% |
$842K - $878K
|
10.2K
$1.18M
|
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
7.2KNew |
$817K - $852K
|
7.2K
$830K
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
- |
7.18K+ 0.47% |
$815K - $850K
|
1.53M
$176M
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
7.05K+ 49.0% |
$800K - $834K
|
21.4K
$2.47M
|
|
|
Apr 19, 2023
Q1 2023
|
Heron Financial Group, LLC
|
BUY
|
- |
6.67KNew |
$757K - $790K
|
6.67K
$769K
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
6.64K+ 8.68% |
$754K - $786K
|
83.1K
$9.58M
|
|
|
May 15, 2023
Q1 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
6.44KNew |
$731K - $762K
|
6.44K
$742K
|
|
|
May 12, 2023
Q1 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
6.32K+ 100.46% |
$717K - $748K
|
12.6K
$1.45M
|
|
|
Apr 18, 2023
Q1 2023
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
6.16K+ 83.44% |
$700K - $730K
|
13.5K
$1.56M
|
|
|
May 15, 2023
Q1 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
5.99KNew |
$680K - $709K
|
5.99K
$691K
|
|
|
Apr 24, 2023
Q1 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
5.97K+ 3.32% |
$678K - $707K
|
186K
$21.4M
|
|
|
May 09, 2023
Q1 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
5.96K+ 93.05% |
$677K - $705K
|
12.4K
$1.43M
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
5.74K+ 0.79% |
$652K - $679K
|
731K
$84.3M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5.63K+ 6.29% |
$640K - $667K
|
95.3K
$11M
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
5.62K+ 3.27% |
$638K - $665K
|
178K
$20.5M
|
|
|
Apr 26, 2023
Q1 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
5.59K+ 2.34% |
$635K - $662K
|
244K
$28.2M
|
|
|
Apr 06, 2023
Q1 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
5.37K+ 4.48% |
$610K - $636K
|
125K
$14.4M
|
|
|
May 12, 2023
Q1 2023
|
Security Asset Management
|
BUY
|
- |
5.25KNew |
$596K - $622K
|
5.25K
$606K
|
|
|
May 10, 2023
Q1 2023
|
Gds Wealth Management
|
BUY
|
- |
5.15K+ 8.83% |
$585K - $610K
|
63.5K
$7.33M
|
|
|
May 15, 2023
Q1 2023
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
5KNew |
$568K - $592K
|
5K
$577K
|
|
|
Apr 26, 2023
Q1 2023
|
Highview Capital Management LLC
|
BUY
|
- |
4.85K+ 3.2% |
$551K - $574K
|
157K
$18.1M
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
4.81KNew |
$546K - $570K
|
4.81K
$555K
|
|
|
May 12, 2023
Q1 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
4.7KNew |
$533K - $556K
|
4.7K
$542K
|