Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2023
Q2 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
1.98MNew |
$228M - $235M
|
1.98M
$228M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.26M+ 10379.89% |
$145M - $150M
|
1.27M
$147M
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.07MNew |
$123M - $127M
|
1.07M
$123M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
900K+ 10.01% |
$104M - $107M
|
9.89M
$1.14B
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
728K+ 44.57% |
$83.9M - $86.7M
|
2.36M
$273M
|
|
|
Jul 31, 2023
Q2 2023
|
Hilton Capital Management, LLC
|
BUY
|
- |
563KNew |
$64.9M - $67M
|
563K
$65M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
428K+ 25.56% |
$49.4M - $51M
|
2.1M
$243M
|
|
|
Aug 03, 2023
Q2 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
360KNew |
$41.5M - $42.9M
|
360K
$41.6M
|
|
|
Jun 17, 2024
Q2 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
349K+ 542.45% |
$40.3M - $41.6M
|
414K
$47.8M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
296K+ 314.95% |
$34.1M - $35.2M
|
389K
$45M
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
281K+ 58.35% |
$32.3M - $33.4M
|
762K
$88M
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
270K+ 11569.81% |
$31.1M - $32.1M
|
272K
$31.4M
|
|
|
Jul 20, 2023
Q2 2023
|
Clarity Financial LLC
|
BUY
|
- |
248KNew |
$28.5M - $29.5M
|
248K
$28.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
245K+ 242.2% |
$28.2M - $29.1M
|
346K
$39.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
244K+ 6.29% |
$28.1M - $29M
|
4.12M
$476M
|
|
|
Aug 14, 2023
Q2 2023
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
226KNew |
$26.1M - $26.9M
|
226K
$26.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
215K+ 5.72% |
$24.8M - $25.6M
|
3.97M
$459M
|
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
208K+ 313.5% |
$24M - $24.8M
|
274K
$31.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
190K+ 156.49% |
$21.8M - $22.6M
|
311K
$35.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Ing Groep Nv
|
BUY
|
- |
152KNew |
$17.5M - $18.1M
|
152K
$17.5M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
143K+ 196.95% |
$16.5M - $17M
|
215K
$24.9M
|
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
142K+ 96.4% |
$16.3M - $16.9M
|
289K
$33.4M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
133K+ 5.95% |
$15.3M - $15.8M
|
2.37M
$274M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
103K+ 4.75% |
$11.9M - $12.3M
|
2.28M
$263M
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
101K+ 39.49% |
$11.6M - $12M
|
356K
$41.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Retirement Capital Strategies
|
BUY
|
- |
95.1KNew |
$11M - $11.3M
|
95.1K
$11M
|
|
|
Aug 14, 2023
Q2 2023
|
Banco Santander, S.A.
|
BUY
|
- |
89.1K+ 56.92% |
$10.3M - $10.6M
|
246K
$28.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
84.6K+ 32.86% |
$9.74M - $10.1M
|
342K
$39.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
82.1K+ 445.91% |
$9.47M - $9.78M
|
101K
$11.6M
|
|
|
Aug 02, 2023
Q2 2023
|
Matson Money. Inc.
|
BUY
|
- |
78.7K+ 5.85% |
$9.07M - $9.37M
|
1.42M
$164M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
78.3KNew |
$9.03M - $9.33M
|
78.3K
$9.05M
|
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
77.7KNew |
$8.96M - $9.25M
|
77.7K
$8.98M
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
77.5K+ 10.61% |
$8.93M - $9.23M
|
808K
$93.4M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
68K+ 3.79% |
$7.84M - $8.1M
|
1.86M
$215M
|
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
67.9KNew |
$7.82M - $8.08M
|
67.9K
$7.85M
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
66.1K+ 60.49% |
$7.62M - $7.87M
|
175K
$20.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
64.3K+ 96.16% |
$7.41M - $7.66M
|
131K
$15.2M
|
|
|
Jul 12, 2023
Q2 2023
|
Berkshire Bank
|
BUY
|
- |
62.7K+ 51.44% |
$7.23M - $7.47M
|
185K
$21.3M
|
|
|
Jul 11, 2023
Q2 2023
|
Paragon Capital Management LTD
|
BUY
|
- |
62.4KNew |
$7.19M - $7.43M
|
62.4K
$7.21M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
58.6K+ 6.58% |
$6.75M - $6.97M
|
948K
$110M
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
58.2K+ 257.41% |
$6.71M - $6.93M
|
80.8K
$9.34M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
57.9K+ 30.11% |
$6.67M - $6.89M
|
250K
$28.9M
|
|
|
Jul 20, 2023
Q2 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
57.6K+ 19.49% |
$6.63M - $6.85M
|
353K
$40.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
57.5K+ 14.53% |
$6.63M - $6.84M
|
453K
$52.4M
|
|
|
Jul 21, 2023
Q2 2023
|
West End Advisors, LLC
|
BUY
|
- |
57.1K+ 4.6% |
$6.58M - $6.8M
|
1.3M
$150M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
55.4K+ 25.81% |
$6.39M - $6.6M
|
270K
$31.2M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
53.4K+ 3.97% |
$6.15M - $6.35M
|
1.4M
$162M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
51.6K+ 180.3% |
$5.94M - $6.14M
|
80.2K
$9.27M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
46.1K+ 48.31% |
$5.31M - $5.48M
|
141K
$16.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Anchor Capital Advisors LLC
|
BUY
|
- |
45.8K+ 11.99% |
$5.28M - $5.46M
|
428K
$49.5M
|