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 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
15+ 34.09% |
$1.7K - $1.78K
|
59
$6.81K
|
|
May 12, 2023
Q1 2023
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
13+ 0.33% |
$1.48K - $1.54K
|
3.91K
$451K
|
|
May 18, 2023
Q1 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
8New |
$908 - $947
|
8
$923
|
|
May 17, 2023
Q1 2023
|
Pacific Financial Group Inc
|
BUY
|
- |
7+ 0.07% |
$795 - $829
|
9.62K
$1.11M
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
6New |
$681 - $710
|
6
$692
|
|
Apr 26, 2023
Q1 2023
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
5+ 0.1% |
$568 - $592
|
5.23K
$603K
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
5+ 1.0% |
$568 - $592
|
505
$58.2K
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 3.57% |
$114 - $118
|
29
$3.34K
|
|
May 10, 2023
Q1 2023
|
Fluent Financial, LLC
|
BUY
|
- |
1+ 0.04% |
$114 - $118
|
2.79K
$322K
|
|
Apr 27, 2023
Q1 2023
|
Rice Partnership, LLC
|
BUY
|
- |
1+ 0.07% |
$114 - $118
|
1.38K
$159K
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.19% |
$114 - $118
|
532
$61.4K
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 0.52% |
$114 - $118
|
194
$22.4K
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-1- 0.26% |
$114 - $118
|
383
$44.2K
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-9- 0.31% |
$1.02K - $1.07K
|
2.86K
$329K
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-17- 0.37% |
$1.93K - $2.01K
|
4.55K
$525K
|
|
May 08, 2023
Q1 2023
|
Hudock, Inc.
|
SELL
|
- |
-19- 0.8% |
$2.16K - $2.25K
|
2.36K
$272K
|
|
Apr 27, 2023
Q1 2023
|
St. James Investment Company, LLC
|
SELL
|
- |
-20- 0.29% |
$2.27K - $2.37K
|
6.99K
$806K
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-23- 0.25% |
$2.61K - $2.72K
|
9.2K
$1.06M
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-24- 75.0% |
$2.73K - $2.84K
|
8
$923
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-24- 1.28% |
$2.73K - $2.84K
|
1.86K
$214K
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-26- 0.24% |
$2.95K - $3.08K
|
10.8K
$1.25M
|
|
May 11, 2023
Q1 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-27- 0.99% |
$3.07K - $3.2K
|
2.7K
$311K
|
|
May 15, 2023
Q1 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-29- 0.79% |
$3.29K - $3.43K
|
3.65K
$421K
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-30- 1.37% |
$3.41K - $3.55K
|
2.17K
$250K
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-31- 0.96% |
$3.52K - $3.67K
|
3.21K
$371K
|
|
May 10, 2023
Q1 2023
|
Unconventional Investor, LLC
|
SELL
|
- |
-34- 0.38% |
$3.86K - $4.03K
|
9K
$1.04M
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
SELL
|
- |
-34- 0.1% |
$3.86K - $4.03K
|
32.5K
$3.75M
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-39- 52.0% |
$4.43K - $4.62K
|
36
$4.15K
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-41- 28.47% |
$4.66K - $4.85K
|
103
$11.9K
|
|
May 09, 2023
Q1 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-54- 33.33% |
$6.13K - $6.39K
|
108
$12.5K
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-68- 33.66% |
$7.72K - $8.05K
|
134
$15.5K
|
|
Apr 11, 2023
Q1 2023
|
Sinecera Capital, LLC
|
SELL
|
- |
-68- 0.33% |
$7.72K - $8.05K
|
20.7K
$2.39M
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-77- 5.03% |
$8.74K - $9.12K
|
1.45K
$168K
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-80- 3.98% |
$9.08K - $9.47K
|
1.93K
$222K
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-84- 0.61% |
$9.54K - $9.95K
|
13.6K
$1.57M
|
|
Apr 21, 2023
Q1 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-86- 0.81% |
$9.77K - $10.2K
|
10.6K
$1.22M
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-90- 6.48% |
$10.2K - $10.7K
|
1.3K
$150K
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-91- 1.97% |
$10.3K - $10.8K
|
4.53K
$522K
|
|
Apr 11, 2023
Q1 2023
|
Aries Wealth Management
|
SELL
|
- |
-96- 3.13% |
$10.9K - $11.4K
|
2.98K
$343K
|
|
May 01, 2023
Q1 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-100- 0.6% |
$11.4K - $11.8K
|
16.4K
$1.9M
|
|
Apr 21, 2023
Q1 2023
|
Acas, LLC
|
SELL
|
- |
-118- 3.67% |
$13.4K - $14K
|
3.1K
$357K
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-125- 8.12% |
$14.2K - $14.8K
|
1.42K
$163K
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-130- 86.67% |
$14.8K - $15.4K
|
20
$2.31K
|
|
May 02, 2023
Q1 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-139- 5.58% |
$15.8K - $16.5K
|
2.35K
$271K
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-142- 21.07% |
$16.1K - $16.8K
|
532
$61.4K
|
|
May 12, 2023
Q1 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-143- 7.5% |
$16.2K - $16.9K
|
1.76K
$203K
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-160- 8.36% |
$18.2K - $18.9K
|
1.75K
$202K
|
|
May 12, 2023
Q1 2023
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-188- 6.61% |
$21.3K - $22.3K
|
2.66K
$306K
|
|
May 03, 2023
Q1 2023
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-191- 5.35% |
$21.7K - $22.6K
|
3.38K
$390K
|
|
May 08, 2023
Q1 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-192- 7.03% |
$21.8K - $22.7K
|
2.54K
$293K
|