Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2023
Q3 2023
|
James Investment Research Inc
|
SELL
|
- |
-13.9K- 14.24% |
$1.57M - $1.62M
|
84K
$9.71M
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-14.7K- 29.43% |
$1.66M - $1.71M
|
35.3K
$4.08M
|
|
|
Oct 31, 2023
Q3 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-15.1K- 66.04% |
$1.7M - $1.75M
|
7.74K
$894K
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-17.2K- 27.76% |
$1.94M - $2M
|
44.7K
$5.17M
|
|
|
Nov 06, 2023
Q3 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-17.6K- 9.29% |
$1.99M - $2.05M
|
172K
$19.9M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-20.8K- 38.23% |
$2.34M - $2.42M
|
33.6K
$3.88M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-21.7K- 5.78% |
$2.45M - $2.52M
|
354K
$40.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-22.7K- 10.56% |
$2.56M - $2.64M
|
193K
$22.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-22.9K- 28.01% |
$2.58M - $2.66M
|
58.8K
$6.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-23.8K- 36.74% |
$2.69M - $2.77M
|
41K
$4.74M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-24.4K- 8.44% |
$2.75M - $2.83M
|
264K
$30.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-24.5K- 98.31% |
$2.76M - $2.84M
|
421
$48.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-27.4K- 33.34% |
$3.09M - $3.18M
|
54.8K
$6.33M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-28.3K- 8.59% |
$3.19M - $3.28M
|
301K
$34.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-30.7K- 7.16% |
$3.46M - $3.56M
|
397K
$45.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-34.2K- 42.63% |
$3.85M - $3.97M
|
46K
$5.32M
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-34.3K- 99.63% |
$3.87M - $3.98M
|
127
$14.7K
|
|
|
Oct 11, 2023
Q3 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-35.8K- 40.07% |
$4.04M - $4.16M
|
53.6K
$6.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-41.7K- 11.71% |
$4.7M - $4.85M
|
315K
$36.4M
|
|
|
Oct 19, 2023
Q3 2023
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-41.8K- 82.02% |
$4.71M - $4.85M
|
9.16K
$1.06M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-49.1K- 2.37% |
$5.54M - $5.7M
|
2.02M
$234M
|
|
|
Oct 10, 2023
Q3 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-53.5K- 85.72% |
$6.03M - $6.21M
|
8.91K
$1.03M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-57.5K- 20.05% |
$6.48M - $6.68M
|
229K
$26.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-63.4K- 25.78% |
$7.14M - $7.36M
|
182K
$21.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-73K- 3.21% |
$8.24M - $8.48M
|
2.2M
$254M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-73.2K- 26.15% |
$8.25M - $8.5M
|
207K
$23.9M
|
|
|
Nov 13, 2023
Q3 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-80K- 62.67% |
$9.02M - $9.29M
|
47.7K
$5.51M
|
|
|
Oct 27, 2023
Q3 2023
|
Ing Groep Nv
|
SELL
|
- |
-80.2K- 52.83% |
$9.04M - $9.31M
|
71.6K
$8.27M
|
|
|
Oct 20, 2023
Q3 2023
|
Highview Capital Management LLC
|
SELL
|
- |
-88.3K- 51.87% |
$9.96M - $10.3M
|
81.9K
$9.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Hilton Capital Management, LLC
|
SELL
|
- |
-89.6K- 15.91% |
$10.1M - $10.4M
|
473K
$54.7M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-95.5K- 73.67% |
$10.8M - $11.1M
|
34.1K
$3.94M
|
|
|
Nov 13, 2023
Q3 2023
|
Meeder Asset Management Inc
|
SELL
|
- |
-104K- 97.08% |
$11.8M - $12.1M
|
3.13K
$362K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-113K- 41.81% |
$12.7M - $13.1M
|
157K
$18.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-115K- 8.24% |
$13M - $13.4M
|
1.28M
$148M
|
|
|
Nov 01, 2023
Q3 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-118K- 64.86% |
$13.3M - $13.7M
|
64.1K
$7.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-127K- 8.74% |
$14.4M - $14.8M
|
1.33M
$154M
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-128K- 98.41% |
$14.4M - $14.8M
|
2.07K
$239K
|
|
|
Oct 23, 2023
Q3 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-141K- 96.78% |
$15.9M - $16.3M
|
4.68K
$540K
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
SELL
|
- |
-152K- 23.73% |
$17.1M - $17.6M
|
488K
$56.3M
|
|
|
Nov 15, 2023
Q3 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-169K- 61.73% |
$19.1M - $19.7M
|
105K
$12.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-187K- 26.77% |
$21.1M - $21.8M
|
512K
$59.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-193K- 8.16% |
$21.7M - $22.4M
|
2.17M
$251M
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-193K- 88.62% |
$21.8M - $22.4M
|
24.8K
$2.87M
|
|
|
Oct 19, 2023
Q3 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-232K- 93.34% |
$26.1M - $26.9M
|
16.5K
$1.91M
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-234K- 11.75% |
$26.4M - $27.2M
|
1.76M
$203M
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-241K- 100.0% |
$27.2M - $28M
|
11
$1.27K
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-263K- 76.17% |
$29.7M - $30.6M
|
82.3K
$9.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-288K- 37.75% |
$32.4M - $33.4M
|
474K
$54.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-461K- 98.99% |
$51.9M - $53.5M
|
4.7K
$543K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-855K- 90.1% |
$96.4M - $99.3M
|
93.9K
$10.9M
|