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 08, 2023
Q1 2023
|
Brighton Jones LLC
|
BUY
|
- |
4.63KNew |
$526K - $548K
|
4.63K
$546K
|
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
4.27K+ 51.01% |
$485K - $505K
|
12.6K
$1.49M
|
|
|
May 02, 2023
Q1 2023
|
One Day In July LLC
|
BUY
|
- |
4.07K+ 2.01% |
$462K - $481K
|
206K
$24.3M
|
|
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
4.01K+ 76.83% |
$455K - $475K
|
9.23K
$1.09M
|
|
|
May 11, 2023
Q1 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
3.84K+ 131.27% |
$436K - $454K
|
6.76K
$798K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.81KNew |
$432K - $451K
|
3.81K
$449K
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3.7K+ 10.87% |
$421K - $439K
|
37.8K
$4.46M
|
|
|
Mar 11, 2025
Q1 2023
|
Private Capital Management LLC
|
BUY
|
- |
3.6KNew |
$409K - $426K
|
3.6K
$425K
|
|
|
May 11, 2023
Q1 2023
|
Private Capital Management LLC
|
BUY
|
- |
3.6KNew |
$409K - $426K
|
3.6K
$425K
|
|
|
Apr 03, 2023
Q1 2023
|
Boltwood Capital Management
|
BUY
|
- |
3.59K+ 4.04% |
$407K - $425K
|
92.3K
$10.9M
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.54K+ 3.32% |
$402K - $419K
|
110K
$13M
|
|
|
Jan 15, 2025
Q1 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
3.4K+ 133.42% |
$386K - $403K
|
5.95K
$702K
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
3.4K+ 88.29% |
$386K - $403K
|
7.25K
$856K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.39K+ 38.7% |
$385K - $402K
|
12.2K
$1.43M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.31K+ 13.2% |
$375K - $391K
|
28.3K
$3.34M
|
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
3.29KNew |
$373K - $389K
|
3.29K
$388K
|
|
|
May 12, 2023
Q1 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
3.27K+ 52.66% |
$371K - $387K
|
9.47K
$1.12M
|
|
|
Apr 20, 2023
Q1 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
3.25K+ 7.29% |
$369K - $385K
|
47.8K
$5.64M
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
3.24K+ 62.67% |
$367K - $383K
|
8.4K
$991K
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.23K+ 169.73% |
$367K - $382K
|
5.13K
$606K
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
3.2K+ 5.39% |
$363K - $379K
|
62.5K
$7.37M
|
|
|
Apr 24, 2023
Q1 2023
|
Divergent Wealth Advisors
|
BUY
|
- |
3.18K+ 29.53% |
$361K - $376K
|
13.9K
$1.64M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
3.17K+ 16.97% |
$360K - $376K
|
21.9K
$2.58M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
3.15K+ 1.03% |
$357K - $373K
|
309K
$36.4M
|
|
|
Apr 13, 2023
Q1 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
3.11K+ 12.56% |
$353K - $368K
|
27.8K
$3.29M
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
3K+ 153.06% |
$341K - $356K
|
4.97K
$586K
|
|
|
May 15, 2023
Q1 2023
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
2.77K+ 2.59% |
$315K - $328K
|
110K
$13M
|
|
|
Apr 03, 2023
Q1 2023
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
2.77K+ 2.24% |
$314K - $328K
|
126K
$14.9M
|
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
2.68K+ 8.29% |
$305K - $318K
|
35.1K
$4.14M
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
2.67KNew |
$303K - $316K
|
2.67K
$315K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
2.66K+ 47.0% |
$302K - $315K
|
8.32K
$981K
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
2.55KNew |
$289K - $301K
|
2.55K
$300K
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.49K+ 61.26% |
$282K - $294K
|
6.55K
$772K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.48KNew |
$281K - $293K
|
2.48K
$292K
|
|
|
Apr 20, 2023
Q1 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
2.44K+ 24.54% |
$277K - $289K
|
12.4K
$1.46M
|
|
|
May 11, 2023
Q1 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
2.43KNew |
$276K - $288K
|
2.43K
$287K
|
|
|
Apr 11, 2023
Q1 2023
|
Berkshire Bank
|
BUY
|
- |
2.34K+ 1.95% |
$265K - $277K
|
122K
$14.4M
|
|
|
May 15, 2023
Q1 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
2.33KNew |
$265K - $276K
|
2.33K
$275K
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.23KNew |
$253K - $264K
|
2.23K
$263K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
2.21K+ 52.94% |
$251K - $262K
|
6.38K
$753K
|
|
|
Apr 21, 2023
Q1 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
2.09K+ 104700.0% |
$238K - $248K
|
2.1K
$247K
|
|
|
May 04, 2023
Q1 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
2.08KNew |
$236K - $246K
|
2.08K
$246K
|
|
|
Apr 17, 2023
Q1 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
2.06KNew |
$233K - $243K
|
2.06K
$242K
|
|
|
May 11, 2023
Q1 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
2.04KNew |
$232K - $241K
|
2.04K
$241K
|
|
|
May 01, 2023
Q1 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
2.04KNew |
$231K - $241K
|
2.04K
$240K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.03KNew |
$231K - $240K
|
2.03K
$240K
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.93K+ 18.5% |
$219K - $229K
|
12.4K
$1.46M
|
|
|
May 08, 2023
Q1 2023
|
Triumph Capital Management
|
BUY
|
- |
1.9KNew |
$216K - $225K
|
1.9K
$225K
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.79KNew |
$203K - $212K
|
1.79K
$211K
|
|
|
Apr 12, 2023
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.78K+ 24.05% |
$202K - $210K
|
9.17K
$1.08M
|