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 24, 2023
Q2 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-798- 23.01% |
$92K - $95K
|
2.67K
$309K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-831- 1.5% |
$95.8K - $98.9K
|
54.4K
$6.29M
|
|
|
Jul 10, 2023
Q2 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-832- 3.33% |
$95.9K - $99K
|
24.2K
$2.79M
|
|
|
Aug 21, 2023
Q2 2023
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-833- 0.76% |
$96K - $99.2K
|
109K
$12.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-835- 25.39% |
$96.2K - $99.4K
|
2.45K
$284K
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-838- 1.4% |
$96.6K - $99.8K
|
59K
$6.81M
|
|
|
Aug 07, 2023
Q2 2023
|
Surience Private Wealth LLC
|
SELL
|
- |
-866- 22.39% |
$99.8K - $103K
|
3K
$347K
|
|
|
Aug 09, 2023
Q2 2023
|
Ma Private Wealth
|
SELL
|
- |
-944- 3.5% |
$109K - $112K
|
26K
$3.01M
|
|
|
Jul 28, 2023
Q2 2023
|
Peoples Bank
|
SELL
|
- |
-985- 8.8% |
$114K - $117K
|
10.2K
$1.18M
|
|
|
Jul 13, 2023
Q2 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-1.01K- 9.3% |
$116K - $120K
|
9.81K
$1.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.03K- 47.48% |
$118K - $122K
|
1.14K
$131K
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.09K- 24.56% |
$125K - $130K
|
3.35K
$387K
|
|
|
Jul 17, 2023
Q2 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1.1K- 0.8% |
$126K - $130K
|
136K
$15.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
SELL
|
- |
-1.15K- 5.32% |
$132K - $136K
|
20.4K
$2.36M
|
|
|
Aug 03, 2023
Q2 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-1.23K- 6.56% |
$142K - $147K
|
17.6K
$2.03M
|
|
|
Jul 20, 2023
Q2 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-1.24K- 11.75% |
$143K - $148K
|
9.32K
$1.08M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.28K- 1.3% |
$147K - $152K
|
96.9K
$11.2M
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.28K- 10.2% |
$148K - $153K
|
11.3K
$1.31M
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.31K- 26.32% |
$151K - $156K
|
3.66K
$423K
|
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.33K- 2.36% |
$154K - $159K
|
55.3K
$6.39M
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1.35K- 1.63% |
$156K - $161K
|
81.7K
$9.45M
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.37K- 28.13% |
$158K - $163K
|
3.5K
$405K
|
|
|
Aug 10, 2023
Q2 2023
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-1.43K- 7.28% |
$164K - $170K
|
18.2K
$2.1M
|
|
|
Jul 06, 2023
Q2 2023
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-1.43K- 32.35% |
$165K - $170K
|
2.99K
$345K
|
|
|
Aug 08, 2023
Q2 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-1.44K- 6.25% |
$166K - $171K
|
21.6K
$2.49M
|
|
|
Aug 07, 2023
Q2 2023
|
James Investment Research Inc
|
SELL
|
- |
-1.51K- 1.52% |
$174K - $179K
|
98K
$11.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.55K- 37.42% |
$179K - $185K
|
2.6K
$300K
|
|
|
Jul 25, 2023
Q2 2023
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-1.59K- 5.62% |
$183K - $189K
|
26.6K
$3.08M
|
|
|
Jul 17, 2023
Q2 2023
|
Martin Capital Partners, LLC
|
SELL
|
- |
-1.78K- 13.07% |
$205K - $212K
|
11.9K
$1.37M
|
|
|
Jul 18, 2023
Q2 2023
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-1.8K- 7.43% |
$207K - $214K
|
22.4K
$2.59M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-1.82K- 2.94% |
$210K - $217K
|
60.1K
$6.95M
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-1.83K- 70.33% |
$211K - $218K
|
773
$89.3K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.85K- 12.96% |
$213K - $220K
|
12.4K
$1.44M
|
|
|
Aug 11, 2023
Q2 2023
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-1.93K- 49.32% |
$222K - $230K
|
1.98K
$229K
|
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2K- 13.91% |
$230K - $238K
|
12.4K
$1.43M
|
|
|
Jul 31, 2023
Q2 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-2.01K- 43.26% |
$232K - $240K
|
2.64K
$305K
|
|
|
Jul 25, 2023
Q2 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-2.12K- 23.57% |
$244K - $252K
|
6.86K
$793K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-2.12K- 16.27% |
$245K - $253K
|
10.9K
$1.26M
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-2.18K- 71.12% |
$251K - $259K
|
884
$102K
|
|
|
Jul 24, 2023
Q2 2023
|
Country Club Bank
|
SELL
|
- |
-2.19K- 17.49% |
$253K - $261K
|
10.3K
$1.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-2.2K- 33.6% |
$254K - $262K
|
4.35K
$502K
|
|
|
Aug 14, 2023
Q2 2023
|
Gould Capital, LLC
|
SELL
|
- |
-2.24K- 2.25% |
$259K - $267K
|
97.5K
$11.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-2.43K- 10.37% |
$279K - $289K
|
21K
$2.42M
|
|
|
Aug 04, 2023
Q2 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-2.5K- 22.73% |
$288K - $298K
|
8.5K
$982K
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.51K- 38.58% |
$289K - $299K
|
3.99K
$461K
|
|
|
Jul 18, 2023
Q2 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-2.66K- 3.27% |
$306K - $317K
|
78.6K
$9.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-2.71K- 21.52% |
$313K - $323K
|
9.89K
$1.14M
|
|
|
Aug 08, 2023
Q2 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-2.82K- 12.3% |
$325K - $336K
|
20.1K
$2.33M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-2.91K- 20.39% |
$336K - $347K
|
11.4K
$1.31M
|
|
|
Aug 03, 2023
Q2 2023
|
Simmons Bank
|
SELL
|
- |
-3.07K- 53.41% |
$354K - $365K
|
2.68K
$309K
|