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 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
12+ 9.16% |
$1.38K - $1.43K
|
143
$16.5K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
9+ 26.47% |
$1.04K - $1.07K
|
43
$4.97K
|
|
|
Aug 03, 2023
Q2 2023
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
8+ 0.15% |
$922 - $952
|
5.24K
$605K
|
|
|
Aug 08, 2023
Q2 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
7+ 0.28% |
$807 - $833
|
2.55K
$294K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
7+ 0.31% |
$807 - $833
|
2.3K
$266K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
6+ 0.34% |
$691 - $714
|
1.79K
$206K
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
5+ 0.03% |
$576 - $595
|
15.8K
$1.82M
|
|
|
Jul 28, 2023
Q2 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
5+ 0.01% |
$576 - $595
|
48K
$5.54M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
5+ 0.19% |
$576 - $595
|
2.67K
$309K
|
|
|
Jul 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
2New |
$230 - $238
|
2
$231
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 1.61% |
$115 - $119
|
63
$7.28K
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
1+ 1.05% |
$115 - $119
|
96
$11.1K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 1.32% |
$115 - $119
|
77
$8.9K
|
|
|
Aug 04, 2023
Q2 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 0.52% |
$115 - $119
|
195
$22.5K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3- 0.12% |
$346 - $357
|
2.48K
$286K
|
|
|
Aug 08, 2023
Q2 2023
|
Unconventional Investor, LLC
|
SELL
|
- |
-3- 0.03% |
$346 - $357
|
8.99K
$1.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-3- 0.15% |
$346 - $357
|
1.94K
$224K
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-3- 0.12% |
$346 - $357
|
2.48K
$286K
|
|
|
Aug 28, 2023
Q2 2023
|
Dt Investment Partners, LLC
|
SELL
|
- |
-4- 0.36% |
$461 - $476
|
1.1K
$127K
|
|
|
Jul 28, 2023
Q2 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-4- 4.3% |
$461 - $476
|
89
$10.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-5- 0.15% |
$576 - $595
|
3.24K
$374K
|
|
|
Jul 18, 2023
Q2 2023
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-7- 0.02% |
$807 - $833
|
31.2K
$3.6M
|
|
|
Jul 20, 2023
Q2 2023
|
St. James Investment Company, LLC
|
SELL
|
- |
-10- 0.14% |
$1.15K - $1.19K
|
6.98K
$806K
|
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
SELL
|
- |
-10- 32.26% |
$1.15K - $1.19K
|
21
$2.43K
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-17- 28.81% |
$1.96K - $2.02K
|
42
$4.85K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-18- 27.27% |
$2.07K - $2.14K
|
48
$5.55K
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-18- 9.84% |
$2.07K - $2.14K
|
165
$19.1K
|
|
|
Aug 07, 2023
Q2 2023
|
Rede Wealth, LLC
|
SELL
|
- |
-19- 0.3% |
$2.19K - $2.26K
|
6.39K
$739K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-20- 0.05% |
$2.3K - $2.38K
|
37.8K
$4.37M
|
|
|
Aug 03, 2023
Q2 2023
|
Triumph Capital Management
|
SELL
|
- |
-21- 1.1% |
$2.42K - $2.5K
|
1.88K
$218K
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-22Closed |
$2.54K - $2.62K
|
0
$0
|
|
|
Aug 03, 2023
Q2 2023
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-23- 0.68% |
$2.65K - $2.74K
|
3.36K
$388K
|
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-23- 1.19% |
$2.65K - $2.74K
|
1.91K
$220K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-24- 82.76% |
$2.77K - $2.86K
|
5
$578
|
|
|
Jul 20, 2023
Q2 2023
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-26- 0.11% |
$3K - $3.1K
|
22.9K
$2.64M
|
|
|
Jul 25, 2023
Q2 2023
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-26- 1.01% |
$3K - $3.1K
|
2.56K
$295K
|
|
|
Aug 01, 2023
Q2 2023
|
Renasant Bank
|
SELL
|
- |
-37- 1.23% |
$4.26K - $4.4K
|
2.97K
$344K
|
|
|
Jul 19, 2023
Q2 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-38- 1.61% |
$4.38K - $4.52K
|
2.32K
$267K
|
|
|
Aug 08, 2023
Q2 2023
|
Rice Partnership, LLC
|
SELL
|
- |
-42- 3.05% |
$4.84K - $5K
|
1.33K
$154K
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
SELL
|
- |
-42- 0.13% |
$4.84K - $5K
|
32.5K
$3.75M
|
|
|
Jul 26, 2023
Q2 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-42- 1.36% |
$4.84K - $5K
|
3.04K
$351K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-44- 0.36% |
$5.07K - $5.24K
|
12.3K
$1.42M
|
|
|
Jul 03, 2023
Q2 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-47- 1.49% |
$5.42K - $5.59K
|
3.12K
$360K
|
|
|
Jul 18, 2023
Q2 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-50- 0.56% |
$5.76K - $5.95K
|
8.93K
$1.03M
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-51- 0.79% |
$5.88K - $6.07K
|
6.39K
$738K
|
|
|
Jul 19, 2023
Q2 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-54- 50.0% |
$6.22K - $6.43K
|
54
$6.24K
|
|
|
Jul 26, 2023
Q2 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-55- 14.21% |
$6.34K - $6.55K
|
332
$38.4K
|
|
|
Aug 14, 2023
Q2 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-70- 1.89% |
$8.07K - $8.33K
|
3.63K
$420K
|
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-72- 2.75% |
$8.3K - $8.57K
|
2.55K
$295K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-75- 5.16% |
$8.64K - $8.93K
|
1.38K
$159K
|