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
|
Kestra Advisory Services, LLC
|
BUY
|
- |
265+ 0.46% |
$30.5K - $31.5K
|
57.7K
$6.67M
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
264+ 5.7% |
$30.4K - $31.4K
|
4.9K
$566K
|
|
Jul 03, 2023
Q2 2023
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
258+ 0.2% |
$29.7K - $30.7K
|
126K
$14.6M
|
|
Jul 31, 2023
Q2 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
247+ 11.87% |
$28.5K - $29.4K
|
2.33K
$269K
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
217+ 2.35% |
$25K - $25.8K
|
9.44K
$1.09M
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
214+ 0.48% |
$24.7K - $25.5K
|
45.2K
$5.22M
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
201+ 9.28% |
$23.2K - $23.9K
|
2.37K
$273K
|
|
Aug 04, 2023
Q2 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
193+ 63.28% |
$22.2K - $23K
|
498
$57.5K
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
190New |
$21.9K - $22.6K
|
190
$22K
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
188+ 0.66% |
$21.7K - $22.4K
|
28.5K
$3.3M
|
|
Aug 04, 2023
Q2 2023
|
Redw Wealth LLC
|
BUY
|
- |
170+ 7.19% |
$19.6K - $20.2K
|
2.53K
$293K
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
163+ 0.51% |
$18.8K - $19.4K
|
32.2K
$3.72M
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
160+ 22.96% |
$18.4K - $19K
|
857
$99K
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
159New |
$18.3K - $18.9K
|
159
$18.4K
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
156New |
$18K - $18.6K
|
156
$18K
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
155+ 4.47% |
$17.9K - $18.5K
|
3.62K
$419K
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
155+ 4.47% |
$17.9K - $18.5K
|
3.62K
$419K
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
155New |
$17.9K - $18.5K
|
155
$17.9K
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
153New |
$17.6K - $18.2K
|
153
$17.7K
|
|
Jul 13, 2023
Q2 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
138+ 6.03% |
$15.9K - $16.4K
|
2.43K
$281K
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
134New |
$15.4K - $16K
|
134
$15.5K
|
|
Aug 11, 2023
Q2 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
132+ 3.62% |
$15.2K - $15.7K
|
3.78K
$437K
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
131New |
$15.1K - $15.6K
|
131
$15.1K
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
124New |
$14.3K - $14.8K
|
124
$14.3K
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
121+ 2.52% |
$13.9K - $14.4K
|
4.93K
$570K
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
118New |
$13.6K - $14K
|
118
$13.6K
|
|
Aug 14, 2023
Q2 2023
|
Investors Research Corp
|
BUY
|
- |
113+ 6.68% |
$13K - $13.5K
|
1.81K
$209K
|
|
Jul 13, 2023
Q2 2023
|
Fluent Financial, LLC
|
BUY
|
- |
110+ 3.94% |
$12.7K - $13.1K
|
2.9K
$335K
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
108New |
$12.4K - $12.9K
|
108
$12.5K
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
100New |
$11.5K - $11.9K
|
100
$11.6K
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
95New |
$10.9K - $11.3K
|
95
$11K
|
|
Jul 27, 2023
Q2 2023
|
Rockland Trust CO
|
BUY
|
- |
94+ 1.61% |
$10.8K - $11.2K
|
5.95K
$687K
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
91+ 121.33% |
$10.5K - $10.8K
|
166
$19.2K
|
|
Aug 09, 2023
Q2 2023
|
Camden National Bank
Camden, ME |
BUY
|
- |
91+ 0.34% |
$10.5K - $10.8K
|
27.1K
$3.13M
|
|
Jul 31, 2023
Q2 2023
|
Hudock, Inc.
|
BUY
|
- |
86+ 3.65% |
$9.91K - $10.2K
|
2.45K
$282K
|
|
Jul 24, 2023
Q2 2023
|
Twele Capital Management, Inc.
|
BUY
|
- |
74+ 0.45% |
$8.53K - $8.81K
|
16.5K
$1.91M
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
70+ 6.32% |
$8.07K - $8.33K
|
1.18K
$136K
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
60+ 4.72% |
$6.91K - $7.14K
|
1.33K
$154K
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
59+ 1.14% |
$6.8K - $7.02K
|
5.25K
$607K
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
58+ 3.02% |
$6.68K - $6.9K
|
1.98K
$229K
|
|
Aug 11, 2023
Q2 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
50+ 1.96% |
$5.76K - $5.95K
|
2.6K
$300K
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
45+ 236.84% |
$5.19K - $5.36K
|
64
$7.39K
|
|
Jul 06, 2023
Q2 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
37New |
$4.26K - $4.4K
|
37
$4.27K
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
BUY
|
- |
34+ 0.16% |
$3.92K - $4.05K
|
21.5K
$2.48M
|
|
Jul 12, 2023
Q2 2023
|
Community Trust & Investment CO
|
BUY
|
- |
33+ 0.11% |
$3.8K - $3.93K
|
29.6K
$3.42M
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
30+ 10.95% |
$3.46K - $3.57K
|
304
$35.1K
|
|
Aug 08, 2023
Q2 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
24+ 1.17% |
$2.77K - $2.86K
|
2.08K
$240K
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
23New |
$2.65K - $2.74K
|
23
$2.66K
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
13+ 162.5% |
$1.5K - $1.55K
|
21
$2.43K
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
13+ 2.47% |
$1.5K - $1.55K
|
540
$62.4K
|