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 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-60.4K- 20.03% |
$6.96M - $7.19M
|
241K
$27.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-67.8K- 38.16% |
$7.81M - $8.07M
|
110K
$12.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-85.7K- 62.34% |
$9.88M - $10.2M
|
51.8K
$5.98M
|
|
|
Aug 02, 2023
Q2 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-89K- 86.28% |
$10.3M - $10.6M
|
14.2K
$1.64M
|
|
|
Aug 03, 2023
Q2 2023
|
Ogorek Anthony Joseph
|
SELL
|
- |
-94.3K- 96.12% |
$10.9M - $11.2M
|
3.8K
$440K
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
SELL
|
- |
-94.6K- 4.75% |
$10.9M - $11.3M
|
1.9M
$219M
|
|
|
Aug 02, 2023
Q2 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-105K- 88.11% |
$12.1M - $12.5M
|
14.2K
$1.64M
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-106K- 95.84% |
$12.2M - $12.6M
|
4.58K
$529K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-109K- 22.53% |
$12.6M - $13M
|
375K
$43.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-113K- 84.04% |
$13.1M - $13.5M
|
21.5K
$2.49M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-130K- 54.83% |
$15M - $15.5M
|
107K
$12.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-131K- 37.47% |
$15.1M - $15.6M
|
218K
$25.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Sfmg, LLC
|
SELL
|
- |
-176K- 76.59% |
$20.3M - $21M
|
53.9K
$6.22M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-180K- 63.13% |
$20.8M - $21.5M
|
105K
$12.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-180K- 63.13% |
$20.8M - $21.5M
|
105K
$12.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-189K- 99.59% |
$21.7M - $22.4M
|
780
$90.1K
|
|
|
Aug 17, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-270K- 99.13% |
$31.1M - $32.1M
|
2.37K
$274K
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-347K- 81.38% |
$40M - $41.3M
|
79.4K
$9.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-426K- 52.92% |
$49.1M - $50.7M
|
379K
$43.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
SELL
|
- |
-450K- 97.97% |
$51.8M - $53.5M
|
9.3K
$1.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-561K- 15.78% |
$64.7M - $66.8M
|
3M
$346M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-639K- 11.81% |
$73.7M - $76.1M
|
4.78M
$552M
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-889K- 58.18% |
$102M - $106M
|
639K
$73.9M
|