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
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-75- 5.16% |
$8.64K - $8.93K
|
1.38K
$159K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-77- 1.49% |
$8.87K - $9.17K
|
5.11K
$590K
|
|
|
Aug 15, 2023
Q2 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-81- 1.56% |
$9.33K - $9.64K
|
5.11K
$590K
|
|
|
Aug 09, 2023
Q2 2023
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-91- 3.43% |
$10.5K - $10.8K
|
2.57K
$296K
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-107- 4.74% |
$12.3K - $12.7K
|
2.15K
$248K
|
|
|
Aug 09, 2023
Q2 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-116- 8.42% |
$13.4K - $13.8K
|
1.26K
$146K
|
|
|
Jul 20, 2023
Q2 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-120- 4.64% |
$13.8K - $14.3K
|
2.47K
$285K
|
|
|
Aug 07, 2023
Q2 2023
|
Bfsg, LLC
|
SELL
|
- |
-125- 2.17% |
$14.4K - $14.9K
|
5.63K
$650K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-125- 1.02% |
$14.4K - $14.9K
|
12.1K
$1.4M
|
|
|
Jul 18, 2023
Q2 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-129- 1.79% |
$14.9K - $15.4K
|
7.08K
$818K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-150- 2.95% |
$17.3K - $17.9K
|
4.93K
$570K
|
|
|
Aug 10, 2023
Q2 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-157- 5.82% |
$18.1K - $18.7K
|
2.54K
$294K
|
|
|
Sep 11, 2024
Q2 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-157- 2.18% |
$18.1K - $18.7K
|
7.05K
$814K
|
|
|
Jul 25, 2023
Q2 2023
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-157- 0.57% |
$18.1K - $18.7K
|
27.4K
$3.17M
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-165- 0.76% |
$19K - $19.6K
|
21.6K
$2.49M
|
|
|
Jul 13, 2023
Q2 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-180- 24.83% |
$20.7K - $21.4K
|
545
$63K
|
|
|
Jul 26, 2023
Q2 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-198- 0.88% |
$22.8K - $23.6K
|
22.3K
$2.57M
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-201- 6.26% |
$23.2K - $23.9K
|
3.01K
$348K
|
|
|
Jul 26, 2023
Q2 2023
|
Raub Brock Capital Management LP
|
SELL
|
- |
-215- 0.13% |
$24.8K - $25.6K
|
166K
$19.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-215- 20.19% |
$24.8K - $25.6K
|
850
$98.2K
|
|
|
Jul 20, 2023
Q2 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-218- 10.71% |
$25.1K - $26K
|
1.82K
$210K
|
|
|
Jul 07, 2023
Q2 2023
|
Bellecapital International Ltd.
|
SELL
|
- |
-220- 6.05% |
$25.4K - $26.2K
|
3.42K
$395K
|
|
|
Aug 07, 2023
Q2 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-221- 0.26% |
$25.5K - $26.3K
|
84.5K
$9.77M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-229- 3.04% |
$26.4K - $27.3K
|
7.32K
$845K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-276- 0.81% |
$31.8K - $32.9K
|
33.9K
$3.92M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-278- 86.6% |
$32K - $33.1K
|
43
$4.97K
|
|
|
Jul 13, 2023
Q2 2023
|
Sinecera Capital, LLC
|
SELL
|
- |
-296- 1.43% |
$34.1K - $35.2K
|
20.5K
$2.36M
|
|
|
Jul 06, 2023
Q2 2023
|
In Track Investment Management Inc
|
SELL
|
- |
-300- 9.96% |
$34.6K - $35.7K
|
2.71K
$313K
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-302- 47.56% |
$34.8K - $36K
|
333
$38.5K
|
|
|
Jul 24, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-313- 4.63% |
$36.1K - $37.3K
|
6.45K
$745K
|
|
|
Aug 07, 2023
Q2 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-325Closed |
$37.4K - $38.7K
|
0
$0
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-344- 2.68% |
$39.6K - $40.9K
|
12.5K
$1.44M
|
|
|
Aug 11, 2023
Q2 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-432- 2.26% |
$49.8K - $51.4K
|
18.7K
$2.16M
|
|
|
Jul 17, 2023
Q2 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-489- 1.76% |
$56.3K - $58.2K
|
27.4K
$3.16M
|
|
|
Aug 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-500- 12.36% |
$57.6K - $59.5K
|
3.55K
$410K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-502- 38.67% |
$57.8K - $59.8K
|
796
$92K
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-523- 92.08% |
$60.3K - $62.3K
|
45
$5.2K
|
|
|
Jul 17, 2023
Q2 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-536- 1.16% |
$61.8K - $63.8K
|
45.7K
$5.28M
|
|
|
Jul 11, 2023
Q2 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-542- 7.86% |
$62.5K - $64.5K
|
6.36K
$735K
|
|
|
Aug 07, 2023
Q2 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-563- 7.14% |
$64.9K - $67K
|
7.33K
$847K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-598- 63.35% |
$68.9K - $71.2K
|
346
$40K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-621- 8.51% |
$71.6K - $73.9K
|
6.68K
$772K
|
|
|
Jul 13, 2023
Q2 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-637- 2.33% |
$73.4K - $75.8K
|
26.7K
$3.09M
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-680- 14.94% |
$78.4K - $80.9K
|
3.87K
$447K
|
|
|
Aug 04, 2023
Q2 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-691- 28.19% |
$79.6K - $82.3K
|
1.76K
$203K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-720- 8.5% |
$83K - $85.7K
|
7.75K
$895K
|
|
|
Jul 31, 2023
Q2 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-735- 28.46% |
$84.7K - $87.5K
|
1.85K
$214K
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-737- 2.08% |
$84.9K - $87.7K
|
34.7K
$4.01M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-739- 11.58% |
$85.2K - $88K
|
5.64K
$652K
|
|
|
Jul 17, 2023
Q2 2023
|
Pacific Wealth Management
|
SELL
|
- |
-761- 2.14% |
$87.7K - $90.6K
|
34.8K
$4.03M
|