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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-3.3K- 37.08% |
$381K - $393K
|
5.6K
$647K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3.9K- 16.32% |
$450K - $464K
|
20K
$2.31M
|
|
|
Jul 20, 2023
Q2 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-4.01K- 68.73% |
$462K - $477K
|
1.82K
$211K
|
|
|
Jul 14, 2023
Q2 2023
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-4.09K- 19.02% |
$472K - $487K
|
17.4K
$2.01M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.11K- 15.22% |
$474K - $489K
|
22.9K
$2.65M
|
|
|
Jul 19, 2023
Q2 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-4.16K- 24.77% |
$479K - $495K
|
12.6K
$1.46M
|
|
|
Aug 14, 2023
Q2 2023
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-4.34K- 6.88% |
$500K - $517K
|
58.7K
$6.79M
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-4.63K- 77.35% |
$534K - $551K
|
1.36K
$157K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5.61K- 81.77% |
$646K - $667K
|
1.25K
$144K
|
|
|
Jul 27, 2023
Q2 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-6.39K- 37.88% |
$736K - $761K
|
10.5K
$1.21M
|
|
|
Aug 07, 2023
Q2 2023
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-8.06K- 2.74% |
$928K - $959K
|
286K
$33M
|
|
|
Jul 25, 2023
Q2 2023
|
Ferguson Shapiro LLC
|
SELL
|
- |
-8.37K- 75.16% |
$965K - $997K
|
2.77K
$320K
|
|
|
Jul 25, 2023
Q2 2023
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-9.51K- 14.81% |
$1.1M - $1.13M
|
54.7K
$6.32M
|
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-10.1K- 4.56% |
$1.17M - $1.21M
|
213K
$24.6M
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-10.2K- 7.96% |
$1.18M - $1.22M
|
119K
$13.7M
|
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-10.4K- 13.81% |
$1.2M - $1.24M
|
64.8K
$7.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-10.7K- 0.73% |
$1.23M - $1.27M
|
1.46M
$169M
|
|
|
Jul 20, 2023
Q2 2023
|
Ballew Advisors, Inc
|
SELL
|
- |
-11.5K- 85.52% |
$1.32M - $1.37M
|
1.94K
$224K
|
|
|
Aug 03, 2023
Q2 2023
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-11.7K- 21.26% |
$1.35M - $1.4M
|
43.4K
$5.02M
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-12.2K- 2.77% |
$1.4M - $1.45M
|
428K
$49.4M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-13.3K- 24.68% |
$1.53M - $1.58M
|
40.6K
$4.69M
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-13.3K- 49.97% |
$1.54M - $1.59M
|
13.4K
$1.54M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-14.9K- 55.68% |
$1.71M - $1.77M
|
11.8K
$1.37M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-15.2K- 17.8% |
$1.75M - $1.81M
|
70.1K
$8.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-16.5K- 2.63% |
$1.91M - $1.97M
|
611K
$70.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-17.1K- 76.57% |
$1.97M - $2.04M
|
5.24K
$605K
|
|
|
Jul 10, 2023
Q2 2023
|
Parkside Advisors LLC
|
SELL
|
- |
-18.6K- 7.58% |
$2.14M - $2.21M
|
226K
$26.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-19.4K- 82.87% |
$2.23M - $2.31M
|
4.01K
$463K
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-20.2K- 5.6% |
$2.33M - $2.4M
|
341K
$39.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-21K- 78.82% |
$2.42M - $2.5M
|
5.65K
$652K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-21.9K- 7.09% |
$2.52M - $2.61M
|
287K
$33.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-23.6K- 26.24% |
$2.72M - $2.81M
|
66.4K
$7.68M
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-24.2K- 91.18% |
$2.79M - $2.89M
|
2.35K
$271K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-24.9K- 15.22% |
$2.87M - $2.97M
|
139K
$16M
|
|
|
Aug 04, 2023
Q2 2023
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-30.3K- 90.64% |
$3.49M - $3.6M
|
3.13K
$361K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-30.7K- 5.51% |
$3.53M - $3.65M
|
526K
$60.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-31.6K- 28.33% |
$3.64M - $3.76M
|
80K
$9.24M
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Asset Management Inc
|
SELL
|
- |
-31.7K- 22.8% |
$3.66M - $3.78M
|
107K
$12.4M
|
|
|
Aug 15, 2023
Q2 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-33.8K- 86.93% |
$3.9M - $4.03M
|
5.09K
$588K
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-34.1K- 1.68% |
$3.93M - $4.06M
|
1.99M
$230M
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-34.3K- 1.4% |
$3.95M - $4.08M
|
2.42M
$280M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-34.9K- 3.12% |
$4.02M - $4.16M
|
1.08M
$125M
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-36.7K- 9.25% |
$4.23M - $4.37M
|
360K
$41.6M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-38K- 99.21% |
$4.38M - $4.52M
|
304
$35.1K
|
|
|
Jul 17, 2023
Q2 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-39.3K- 7.23% |
$4.53M - $4.68M
|
504K
$58.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-40.4K- 9.25% |
$4.66M - $4.81M
|
396K
$45.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-48.7K- 86.66% |
$5.61M - $5.8M
|
7.5K
$866K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-49.2K- 2.32% |
$5.67M - $5.85M
|
2.07M
$240M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-52K- 29.52% |
$5.99M - $6.19M
|
124K
$14.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-52.4K- 48.93% |
$6.04M - $6.24M
|
54.7K
$6.32M
|