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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2023
Q3 2023
|
Donoghue Forlines LLC
|
BUY
|
- |
29.7KNew |
$3.35M - $3.45M
|
29.7K
$3.44M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
29.4K+ 49.92% |
$3.32M - $3.42M
|
88.4K
$10.2M
|
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
29.2K+ 37.57% |
$3.29M - $3.39M
|
107K
$12.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
28.4K+ 28.28% |
$3.21M - $3.3M
|
129K
$14.9M
|
|
|
Oct 13, 2023
Q3 2023
|
Edge Wealth Management LLC
|
BUY
|
- |
26.7KNew |
$3.01M - $3.1M
|
26.7K
$3.08M
|
|
|
Oct 10, 2023
Q3 2023
|
Boltwood Capital Management
|
BUY
|
- |
26.3K+ 22.85% |
$2.97M - $3.05M
|
141K
$16.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Cowen And Company, LLC
|
BUY
|
- |
26K+ 412.7% |
$2.93M - $3.02M
|
32.3K
$3.73M
|
|
|
Oct 11, 2023
Q3 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
24.9K+ 20.02% |
$2.81M - $2.9M
|
150K
$17.3M
|
|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
23.2K+ 10.91% |
$2.61M - $2.69M
|
236K
$27.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
21.6K+ 12.87% |
$2.44M - $2.51M
|
190K
$21.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
21.1K+ 62.24% |
$2.38M - $2.45M
|
55.1K
$6.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Becker Capital Management Inc
|
BUY
|
- |
21.1KNew |
$2.38M - $2.45M
|
21.1K
$2.44M
|
|
|
Oct 19, 2023
Q3 2023
|
West End Advisors, LLC
|
BUY
|
- |
20.4K+ 1.57% |
$2.31M - $2.37M
|
1.32M
$152M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
20.1K+ 11.5% |
$2.27M - $2.34M
|
195K
$22.6M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
19.3K+ 51.18% |
$2.18M - $2.25M
|
57.1K
$6.6M
|
|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
18.5K+ 27.2% |
$2.08M - $2.15M
|
86.4K
$9.98M
|
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
BUY
|
- |
17.9KNew |
$2.02M - $2.08M
|
17.9K
$2.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17.9K+ 1.65% |
$2.01M - $2.07M
|
1.1M
$127M
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
17.7K+ 387.19% |
$2M - $2.06M
|
22.3K
$2.58M
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
16.9K+ 9.64% |
$1.91M - $1.96M
|
192K
$22.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
16.5K+ 118.65% |
$1.86M - $1.92M
|
30.5K
$3.52M
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
15.4K+ 4.52% |
$1.73M - $1.79M
|
356K
$41.1M
|
|
|
Oct 25, 2023
Q3 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
15.1K+ 9.58% |
$1.71M - $1.76M
|
173K
$20M
|
|
|
Nov 09, 2023
Q3 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
15KNew |
$1.69M - $1.74M
|
15K
$1.73M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
14.7K+ 93.29% |
$1.66M - $1.71M
|
30.4K
$3.52M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
13.1K+ 104.16% |
$1.48M - $1.53M
|
25.7K
$2.97M
|
|
|
Oct 24, 2023
Q3 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
12.7KNew |
$1.43M - $1.48M
|
12.7K
$1.47M
|
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
12.2K+ 7.99% |
$1.38M - $1.42M
|
165K
$19.1M
|
|
|
Oct 18, 2023
Q3 2023
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
11.8KNew |
$1.33M - $1.37M
|
11.8K
$1.37M
|
|
|
Nov 09, 2023
Q3 2023
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
11.6K+ 60.29% |
$1.31M - $1.35M
|
30.8K
$3.56M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
11.1K+ 14.1% |
$1.25M - $1.29M
|
89.7K
$10.4M
|
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
10.8K+ 7.66% |
$1.22M - $1.26M
|
152K
$17.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
10.1K+ 0.54% |
$1.14M - $1.18M
|
1.87M
$216M
|
|
|
Oct 24, 2023
Q3 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
10.1KNew |
$1.14M - $1.18M
|
10.1K
$1.17M
|
|
|
Nov 01, 2023
Q3 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
9.95K+ 20.76% |
$1.12M - $1.16M
|
57.9K
$6.69M
|
|
|
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
9.89K+ 7.39% |
$1.11M - $1.15M
|
144K
$16.6M
|
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
BUY
|
- |
9.84KNew |
$1.11M - $1.14M
|
9.84K
$1.14M
|
|
|
Nov 08, 2023
Q3 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
9.79KNew |
$1.1M - $1.14M
|
9.79K
$1.13M
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
9.5K+ 13.44% |
$1.07M - $1.1M
|
80.2K
$9.27M
|
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
8.07KNew |
$910K - $937K
|
8.07K
$932K
|
|
|
Nov 14, 2023
Q3 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
7.98K+ 8.8% |
$900K - $927K
|
98.7K
$11.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
7.97KNew |
$899K - $926K
|
7.97K
$921K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.87K+ 74.47% |
$887K - $914K
|
18.4K
$2.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
7.62KNew |
$859K - $885K
|
7.62K
$881K
|
|
|
Oct 26, 2023
Q3 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
7.58K+ 15.95% |
$855K - $880K
|
55.1K
$6.37M
|
|
|
Nov 14, 2024
Q3 2023
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
7.37K+ 3.52% |
$831K - $856K
|
217K
$25.1M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
7.28K+ 12.76% |
$820K - $845K
|
64.3K
$7.43M
|
|
|
Oct 30, 2023
Q3 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
7.23K+ 2.05% |
$815K - $840K
|
360K
$41.6M
|
|
|
Oct 23, 2023
Q3 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
7.07K+ 22.26% |
$797K - $821K
|
38.8K
$4.49M
|
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
BUY
|
- |
6.43KNew |
$725K - $747K
|
6.43K
$743K
|