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 |
---|---|---|---|---|---|---|---|
Apr 10, 2023
Q1 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.6K+ 7.07% |
$181K - $189K
|
24.2K
$2.79M
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.58KNew |
$180K - $187K
|
1.58K
$182K
|
|
May 09, 2023
Q1 2023
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
1.53KNew |
$174K - $181K
|
1.53K
$177K
|
|
Apr 20, 2023
Q1 2023
|
Antonetti Capital Management LLC
|
BUY
|
- |
1.5K+ 5.07% |
$170K - $178K
|
31.1K
$3.58M
|
|
May 04, 2023
Q1 2023
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
1.49K+ 8.39% |
$169K - $176K
|
19.2K
$2.22M
|
|
May 01, 2023
Q1 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
1.48K+ 1.78% |
$168K - $175K
|
84.7K
$9.77M
|
|
Apr 25, 2023
Q1 2023
|
Bank Hapoalim Bm
|
BUY
|
- |
1.38K+ 6.55% |
$157K - $164K
|
22.5K
$2.59M
|
|
Apr 20, 2023
Q1 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1.38KNew |
$156K - $163K
|
1.38K
$159K
|
|
May 02, 2023
Q1 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
1.29K+ 0.44% |
$146K - $153K
|
295K
$34.1M
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
BUY
|
- |
1.29K+ 6.35% |
$146K - $152K
|
21.5K
$2.48M
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
1.21K+ 31.15% |
$137K - $143K
|
5.08K
$586K
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
1.12K+ 3.17% |
$127K - $133K
|
36.5K
$4.21M
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.12K+ 9.75% |
$127K - $132K
|
12.6K
$1.45M
|
|
May 08, 2023
Q1 2023
|
L.M. Kohn & Company
|
BUY
|
- |
1.08K+ 38.03% |
$123K - $128K
|
3.93K
$453K
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
1.07KNew |
$121K - $126K
|
1.07K
$123K
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
999New |
$113K - $118K
|
999
$115K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
983New |
$112K - $116K
|
983
$113K
|
|
May 04, 2023
Q1 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
979+ 2.16% |
$111K - $116K
|
46.2K
$5.33M
|
|
Apr 20, 2023
Q1 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
974+ 2.6% |
$111K - $115K
|
38.5K
$4.44M
|
|
Apr 26, 2023
Q1 2023
|
New Potomac Partners, LLC
|
BUY
|
- |
963+ 4.24% |
$109K - $114K
|
23.7K
$2.73M
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
956+ 154.44% |
$109K - $113K
|
1.58K
$182K
|
|
May 15, 2023
Q1 2023
|
Gould Capital, LLC
|
BUY
|
- |
894+ 0.9% |
$102K - $106K
|
99.7K
$11.5M
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
890+ 40.99% |
$101K - $105K
|
3.06K
$353K
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
887+ 14.86% |
$101K - $105K
|
6.86K
$791K
|
|
May 03, 2023
Q1 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
884+ 17.81% |
$100K - $105K
|
5.85K
$674K
|
|
May 09, 2023
Q1 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
881+ 18.59% |
$100K - $104K
|
5.62K
$648K
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
814+ 33.47% |
$92.4K - $96.4K
|
3.25K
$374K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
814+ 60.34% |
$92.4K - $96.4K
|
2.16K
$249K
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
783+ 12.01% |
$88.9K - $92.7K
|
7.3K
$842K
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
775+ 97.24% |
$88K - $91.8K
|
1.57K
$181K
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
761+ 13.98% |
$86.4K - $90.1K
|
6.21K
$716K
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
754+ 27.21% |
$85.6K - $89.3K
|
3.53K
$407K
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
753+ 145.09% |
$85.5K - $89.2K
|
1.27K
$147K
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
723+ 5.63% |
$82.1K - $85.6K
|
13.6K
$1.56M
|
|
Apr 27, 2023
Q1 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
716+ 10.74% |
$81.3K - $84.8K
|
7.38K
$851K
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
689+ 24.78% |
$78.2K - $81.6K
|
3.47K
$400K
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
689+ 24.78% |
$78.2K - $81.6K
|
3.47K
$400K
|
|
May 12, 2023
Q1 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
687+ 0.61% |
$78K - $81.3K
|
114K
$13.1M
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
682+ 0.68% |
$77.4K - $80.8K
|
101K
$11.7M
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
672+ 2.11% |
$76.3K - $79.6K
|
32.5K
$3.75M
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
661+ 1.97% |
$75.1K - $78.3K
|
34.2K
$3.95M
|
|
May 15, 2023
Q1 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
636+ 13.97% |
$72.2K - $75.3K
|
5.19K
$598K
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
BUY
|
- |
636+ 15.88% |
$72.2K - $75.3K
|
4.64K
$535K
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
635New |
$72.1K - $75.2K
|
635
$73.2K
|
|
Apr 19, 2023
Q1 2023
|
Raub Brock Capital Management LP
|
BUY
|
- |
605+ 0.37% |
$68.7K - $71.6K
|
166K
$19.2M
|
|
May 15, 2023
Q1 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
576+ 2.57% |
$65.4K - $68.2K
|
22.9K
$2.65M
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
545New |
$61.9K - $64.5K
|
545
$62.9K
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
534+ 15.54% |
$60.6K - $63.2K
|
3.97K
$458K
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
532+ 4.79% |
$60.4K - $63K
|
11.6K
$1.34M
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
514New |
$58.4K - $60.9K
|
514
$59.3K
|