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 27, 2023
Q2 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
45.8K+ 10.91% |
$5.27M - $5.45M
|
465K
$53.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
45K+ 20.19% |
$5.19M - $5.36M
|
268K
$31M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
43.6K+ 6.64% |
$5.02M - $5.19M
|
700K
$80.9M
|
|
|
Aug 02, 2023
Q2 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
41.7KNew |
$4.8M - $4.96M
|
41.7K
$4.81M
|
|
|
Aug 01, 2023
Q2 2023
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
39.4K+ 17.52% |
$4.54M - $4.69M
|
264K
$30.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
38.9K+ 3.36% |
$4.48M - $4.63M
|
1.2M
$138M
|
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
38.2K+ 37063.11% |
$4.4M - $4.54M
|
38.3K
$4.42M
|
|
|
Aug 17, 2023
Q2 2023
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
36.8K+ 151.65% |
$4.24M - $4.38M
|
61.1K
$7.06M
|
|
|
Jul 19, 2023
Q2 2023
|
Tap Consulting, LLC
|
BUY
|
- |
35.3K+ 1422.6% |
$4.07M - $4.2M
|
37.8K
$4.37M
|
|
|
Jul 13, 2023
Q2 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
35.1K+ 283.3% |
$4.05M - $4.18M
|
47.5K
$5.49M
|
|
|
Jul 27, 2023
Q2 2023
|
ETF Store, Inc.
|
BUY
|
- |
34.8KNew |
$4.01M - $4.14M
|
34.8K
$4.02M
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
34.6KNew |
$3.99M - $4.12M
|
34.6K
$4M
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
34.4KNew |
$3.97M - $4.1M
|
34.4K
$3.98M
|
|
|
Jul 13, 2023
Q2 2023
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
33.8KNew |
$3.89M - $4.02M
|
33.8K
$3.9M
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
32.9K+ 19.17% |
$3.79M - $3.92M
|
205K
$23.7M
|
|
|
Jul 17, 2023
Q2 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
32.9K+ 26.3% |
$3.79M - $3.92M
|
158K
$18.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Wrapmanager Inc
|
BUY
|
- |
30.7KNew |
$3.53M - $3.65M
|
30.7K
$3.54M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
30.7K+ 458.98% |
$3.53M - $3.65M
|
37.3K
$4.31M
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
29.8K+ 56.72% |
$3.43M - $3.54M
|
82.2K
$9.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
29.6K+ 91.36% |
$3.41M - $3.52M
|
61.9K
$7.16M
|
|
|
Aug 10, 2023
Q2 2023
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
28.2K+ 84.69% |
$3.25M - $3.36M
|
61.6K
$7.12M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
28.1K+ 27.72% |
$3.24M - $3.35M
|
130K
$15M
|
|
|
Aug 07, 2023
Q2 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
27.1K+ 70.52% |
$3.12M - $3.23M
|
65.6K
$7.58M
|
|
|
Jul 26, 2023
Q2 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
26.5K+ 46.19% |
$3.06M - $3.16M
|
83.9K
$9.7M
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
25.2K+ 19.73% |
$2.9M - $3M
|
153K
$17.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
24.9K+ 27.37% |
$2.87M - $2.97M
|
116K
$13.4M
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
24.9KNew |
$2.87M - $2.96M
|
24.9K
$2.88M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
24.2K+ 9.46% |
$2.79M - $2.88M
|
280K
$32.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
23.4K+ 22.06% |
$2.7M - $2.79M
|
130K
$15M
|
|
|
Aug 07, 2023
Q2 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
23.1KNew |
$2.66M - $2.75M
|
23.1K
$2.67M
|
|
|
Jul 20, 2023
Q2 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
22.8KNew |
$2.63M - $2.71M
|
22.8K
$2.63M
|
|
|
Jul 06, 2023
Q2 2023
|
Boltwood Capital Management
|
BUY
|
- |
22.8K+ 24.66% |
$2.62M - $2.71M
|
115K
$13.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
21.2K+ 37.19% |
$2.45M - $2.53M
|
78.3K
$9.05M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
19.4K+ 63.24% |
$2.23M - $2.31M
|
50K
$5.78M
|
|
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
19.2KNew |
$2.21M - $2.29M
|
19.2K
$2.22M
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
18.6KNew |
$2.15M - $2.22M
|
18.6K
$2.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
17.2K+ 66.78% |
$1.98M - $2.05M
|
43K
$4.96M
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
17K+ 31.77% |
$1.96M - $2.03M
|
70.7K
$8.17M
|
|
|
Jul 31, 2023
Q2 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
16.9K+ 9.77% |
$1.94M - $2.01M
|
190K
$21.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
15.9KNew |
$1.84M - $1.9M
|
15.9K
$1.84M
|
|
|
Jan 12, 2024
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
15.9KNew |
$1.84M - $1.9M
|
15.9K
$1.84M
|
|
|
Jul 27, 2023
Q2 2023
|
Victory Capital Management Inc
|
BUY
|
- |
15.7K+ 3.52% |
$1.81M - $1.87M
|
462K
$53.4M
|
|
|
Nov 14, 2024
Q2 2023
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
15.4K+ 7.95% |
$1.78M - $1.84M
|
210K
$24.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
15.2K+ 9.92% |
$1.75M - $1.81M
|
168K
$19.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
14.9K+ 38.07% |
$1.72M - $1.77M
|
54K
$6.24M
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
14.8K+ 349.45% |
$1.71M - $1.76M
|
19K
$2.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
14.4K+ 7.73% |
$1.66M - $1.71M
|
200K
$23.1M
|
|
|
Jul 19, 2023
Q2 2023
|
Highview Capital Management LLC
|
BUY
|
- |
13.6K+ 8.68% |
$1.57M - $1.62M
|
170K
$19.7M
|
|
|
Jul 24, 2023
Q2 2023
|
Cumberland Advisors Inc
|
BUY
|
- |
12.8K+ 619.42% |
$1.47M - $1.52M
|
14.8K
$1.71M
|
|
|
Jul 21, 2023
Q2 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
11.6K+ 93.6% |
$1.33M - $1.38M
|
23.9K
$2.76M
|