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 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.63KNew |
$418K - $432K
|
3.63K
$419K
|
|
|
Aug 14, 2023
Q2 2023
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
3.61KNew |
$416K - $430K
|
3.61K
$417K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.56K+ 704.16% |
$410K - $423K
|
4.06K
$469K
|
|
|
Sep 28, 2023
Q2 2023
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
3.47KNew |
$400K - $413K
|
3.47K
$401K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.47K+ 6.48% |
$400K - $413K
|
57K
$6.59M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.34KNew |
$385K - $398K
|
3.34K
$386K
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3.24K+ 8.59% |
$374K - $386K
|
41K
$4.74M
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
3.21K+ 204.39% |
$370K - $382K
|
4.79K
$553K
|
|
|
Jul 26, 2023
Q2 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
3.21KNew |
$369K - $382K
|
3.21K
$370K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
3.18KNew |
$367K - $379K
|
3.18K
$368K
|
|
|
Jul 21, 2023
Q2 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
3.15K+ 6.58% |
$363K - $375K
|
50.9K
$5.89M
|
|
|
Aug 14, 2023
Q2 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
3.09K+ 5.58% |
$357K - $368K
|
58.5K
$6.76M
|
|
|
Jul 19, 2023
Q2 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
3.08KNew |
$355K - $367K
|
3.08K
$356K
|
|
|
Jul 31, 2023
Q2 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
2.99K+ 1.61% |
$344K - $356K
|
189K
$21.8M
|
|
|
Jul 11, 2023
Q2 2023
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
2.86KNew |
$329K - $340K
|
2.86K
$330K
|
|
|
Jul 24, 2023
Q2 2023
|
Nbt Bank N A
|
BUY
|
- |
2.65K+ 41.47% |
$305K - $315K
|
9.04K
$1.04M
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.63K+ 6.49% |
$303K - $313K
|
43.1K
$4.99M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
2.61K+ 2.27% |
$301K - $311K
|
118K
$13.6M
|
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
BUY
|
- |
2.53KNew |
$292K - $302K
|
2.53K
$293K
|
|
|
Aug 14, 2023
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
2.32K+ 58.51% |
$267K - $276K
|
6.28K
$725K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.28K+ 1060.0% |
$263K - $271K
|
2.49K
$288K
|
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
2.27KNew |
$261K - $270K
|
2.27K
$262K
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.24KNew |
$258K - $266K
|
2.24K
$258K
|
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.24KNew |
$258K - $266K
|
2.24K
$258K
|
|
|
Aug 08, 2023
Q2 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
2.23K+ 47.39% |
$256K - $265K
|
6.92K
$800K
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.22K+ 35.84% |
$256K - $265K
|
8.43K
$974K
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
2.16K+ 15.87% |
$249K - $257K
|
15.8K
$1.82M
|
|
|
Aug 11, 2023
Q2 2023
|
Trustco Bank Corp N Y
Albany, NY |
BUY
|
- |
2.14KNew |
$247K - $255K
|
2.14K
$247K
|
|
|
Aug 11, 2023
Q2 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
2.12KNew |
$244K - $252K
|
2.12K
$245K
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
2.09KNew |
$241K - $249K
|
2.09K
$241K
|
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
2.06K+ 5.64% |
$237K - $245K
|
38.6K
$4.46M
|
|
|
Aug 08, 2023
Q2 2023
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
2.06KNew |
$237K - $245K
|
2.06K
$238K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.05KNew |
$236K - $243K
|
2.05K
$236K
|
|
|
Jun 03, 2024
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.98K+ 21.57% |
$228K - $235K
|
11.1K
$1.29M
|
|
|
Jul 24, 2023
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.98K+ 21.57% |
$228K - $235K
|
11.1K
$1.29M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
1.97KNew |
$227K - $235K
|
1.97K
$228K
|
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.97K+ 5.62% |
$227K - $235K
|
37K
$4.28M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1.97KNew |
$227K - $235K
|
1.97K
$228K
|
|
|
Jul 21, 2023
Q2 2023
|
New Potomac Partners, LLC
|
BUY
|
- |
1.95K+ 8.25% |
$225K - $232K
|
25.6K
$2.96M
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.95K+ 5.99% |
$224K - $232K
|
34.5K
$3.98M
|
|
|
Jul 31, 2023
Q2 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
1.93K+ 20.39% |
$223K - $230K
|
11.4K
$1.32M
|
|
|
Aug 01, 2023
Q2 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
1.85KNew |
$213K - $220K
|
1.85K
$214K
|
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
1.82K+ 1.01% |
$210K - $217K
|
182K
$21.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
1.82KNew |
$209K - $216K
|
1.82K
$210K
|
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.77KNew |
$203K - $210K
|
1.77K
$204K
|
|
|
Jul 11, 2023
Q2 2023
|
Life Pro Asset Management
|
BUY
|
- |
1.75KNew |
$202K - $208K
|
1.75K
$202K
|
|
|
Jul 20, 2023
Q2 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
1.75K+ 14.45% |
$201K - $208K
|
13.8K
$1.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
1.67K+ 23.07% |
$193K - $199K
|
8.92K
$1.03M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.63K+ 8.13% |
$188K - $194K
|
21.7K
$2.51M
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.58K+ 11.07% |
$183K - $189K
|
15.9K
$1.84M
|