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 21, 2023
Q2 2023
|
Columbus Macro, LLC
|
BUY
|
- |
11.5KNew |
$1.33M - $1.37M
|
11.5K
$1.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
11KNew |
$1.27M - $1.31M
|
11K
$1.28M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10.6K+ 521.08% |
$1.22M - $1.26M
|
12.6K
$1.46M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
10.4K+ 295.09% |
$1.2M - $1.24M
|
13.9K
$1.61M
|
|
|
Aug 14, 2023
Q2 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
10.4K+ 2380.96% |
$1.2M - $1.24M
|
10.8K
$1.25M
|
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
9.97KNew |
$1.15M - $1.19M
|
9.97K
$1.15M
|
|
|
Jul 17, 2023
Q2 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
9.69K+ 8.43% |
$1.12M - $1.15M
|
125K
$14.4M
|
|
|
Aug 22, 2023
Q2 2023
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
9.52KNew |
$1.1M - $1.13M
|
9.52K
$1.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
9.07K+ 109.04% |
$1.04M - $1.08M
|
17.4K
$2.01M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
8.51K+ 31.45% |
$980K - $1.01M
|
35.6K
$4.11M
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
8.42K+ 86.15% |
$970K - $1M
|
18.2K
$2.1M
|
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
8.3K+ 7.29% |
$957K - $988K
|
122K
$14.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.14K+ 4.87% |
$938K - $969K
|
175K
$20.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
8.08KNew |
$931K - $962K
|
8.08K
$934K
|
|
|
Jul 24, 2023
Q2 2023
|
Newport Capital Group, LLC
|
BUY
|
- |
8.08KNew |
$931K - $962K
|
8.08K
$934K
|
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
7.95K+ 26.23% |
$916K - $947K
|
38.3K
$4.42M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
7.77K+ 7.5% |
$896K - $925K
|
111K
$12.9M
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
7.7K+ 21.21% |
$887K - $917K
|
44K
$5.08M
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
7.7KNew |
$887K - $916K
|
7.7K
$889K
|
|
|
Aug 03, 2023
Q2 2023
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
7.64K+ 5.91% |
$881K - $910K
|
137K
$15.8M
|
|
|
May 20, 2024
Q2 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
7.1K+ 5.6% |
$818K - $845K
|
134K
$15.5M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.91K+ 12.76% |
$796K - $822K
|
61K
$7.05M
|
|
|
Aug 07, 2023
Q2 2023
|
Cowen And Company, LLC
|
BUY
|
- |
6.3KNew |
$726K - $750K
|
6.3K
$728K
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
6.28K+ 7.71% |
$724K - $748K
|
87.7K
$10.1M
|
|
|
May 17, 2024
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
6.28KNew |
$723K - $747K
|
6.28K
$725K
|
|
|
Jul 13, 2023
Q2 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
6.06K+ 67.35% |
$698K - $721K
|
15.1K
$1.74M
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.84K+ 113.73% |
$673K - $695K
|
11K
$1.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.68K+ 5.59% |
$654K - $676K
|
107K
$12.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
5.55K+ 87.2% |
$640K - $661K
|
11.9K
$1.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
5.55KNew |
$640K - $661K
|
5.55K
$641K
|
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
5.48K+ 138.09% |
$632K - $653K
|
9.45K
$1.09M
|
|
|
Aug 11, 2023
Q2 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
5.18KNew |
$597K - $617K
|
5.18K
$598K
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.12K+ 3.61% |
$590K - $610K
|
147K
$17M
|
|
|
Aug 10, 2023
Q2 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
5.01KNew |
$577K - $596K
|
5.01K
$579K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.98K+ 285.94% |
$574K - $593K
|
6.73K
$777K
|
|
|
Aug 04, 2023
Q2 2023
|
Smith, Salley & Associates
|
BUY
|
- |
4.96K+ 11.18% |
$571K - $590K
|
49.3K
$5.69M
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
4.9K+ 5.71% |
$565K - $583K
|
90.7K
$10.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.81K+ 213.64% |
$554K - $572K
|
7.06K
$816K
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
4.71K+ 7.54% |
$543K - $560K
|
67.2K
$7.76M
|
|
|
Aug 04, 2023
Q2 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
4.67KNew |
$538K - $556K
|
4.67K
$540K
|
|
|
Jul 13, 2023
Q2 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
4.59K+ 5.41% |
$528K - $546K
|
89.4K
$10.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
4.36K+ 3.08% |
$502K - $519K
|
146K
$16.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4.19KNew |
$483K - $499K
|
4.19K
$484K
|
|
|
Aug 02, 2023
Q2 2023
|
One Day In July LLC
|
BUY
|
- |
4.14K+ 2.01% |
$477K - $493K
|
210K
$24.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.97K+ 119.17% |
$458K - $473K
|
7.31K
$844K
|
|
|
Jul 18, 2023
Q2 2023
|
Members Trust CO
|
BUY
|
- |
3.79KNew |
$436K - $451K
|
3.79K
$438K
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
3.78KNew |
$435K - $449K
|
3.78K
$436K
|
|
|
Jul 18, 2023
Q2 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
3.73K+ 1.53% |
$430K - $444K
|
248K
$28.7M
|
|
|
Jul 14, 2023
Q2 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
3.72K+ 3.67% |
$429K - $443K
|
105K
$12.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
3.63K+ 43.24% |
$418K - $432K
|
12K
$1.39M
|