Purchases and Sales Made in Q3 2023 in Ishares Barclays 3 7 Yr Treas (IEI)

IEI Quotes by TradingView

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
Aug 16, 2024 Q3 2023
Td Private Client Wealth LLC

New York, NY
BUY
 -
6.39K
+ 3.12%
$720K - $742K
211K $24.4M
Nov 02, 2023 Q3 2023
Family Asset Management, LLC

Charleston, SC
BUY
 -
6.11K
+ 1812.76%
$689K - $709K
6.45K $745K
Nov 01, 2023 Q3 2023
Strategic Point Investment Advisors, LLC

Providence, RI
BUY
 -
5.72K
+ 2.53%
$645K - $664K
232K $26.8M
Nov 15, 2023 Q3 2023
Blueprint Investment Partners LLC

Greensboro, NC
BUY
 -
5.65K
+ 111.03%
$637K - $656K
10.7K $1.24M
Oct 10, 2023 Q3 2023
Claro Advisors LLC

Boston, MA
BUY
 -
5.59K
New
$630K - $649K
5.59K $646K
Nov 06, 2023 Q3 2023
Wealthspire Advisors, LLC

New York, NY
BUY
 -
5.53K
+ 44.51%
$624K - $642K
18K $2.08M
Nov 09, 2023 Q3 2023
Rinkey Investments

San Diego, CA
BUY
 -
5.51K
+ 8.94%
$621K - $640K
67.1K $7.75M
Nov 15, 2023 Q3 2023
Wunderlich Capital Managemnt

Memphis, TN
BUY
 -
5.37K
+ 783.21%
$605K - $623K
6.05K $699K
Nov 06, 2023 Q3 2023
Savant Capital, LLC

BUY
 -
5.34K
New
$602K - $620K
5.34K $617K
Aug 14, 2024 Q3 2023
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
5.04K
+ 26.47%
$568K - $585K
24.1K $2.78M
Nov 03, 2023 Q3 2023
Rkl Wealth Management LLC

BUY
 -
4.88K
+ 5.78%
$550K - $567K
89.4K $10.3M
Nov 09, 2023 Q3 2023
Haverford Trust CO

Radnor, PA
BUY
 -
4.85K
+ 4.42%
$547K - $563K
115K $13.3M
Nov 13, 2023 Q3 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
4.68K
New
$528K - $544K
4.68K $541K
Nov 13, 2023 Q3 2023
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
4.47K
+ 10.35%
$504K - $519K
47.6K $5.5M
Nov 13, 2023 Q3 2023
Hancock Whitney Corp

BUY
 -
4.36K
New
$491K - $506K
4.36K $503K
Nov 14, 2023 Q3 2023
Ascent Group, LLC

BUY
 -
4.2K
+ 20.6%
$474K - $488K
24.6K $2.84M
Nov 14, 2023 Q3 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
4.2K
+ 7.77%
$473K - $487K
58.2K $6.73M
Oct 19, 2023 Q3 2023
Ogorek Anthony Joseph

BUY
 -
4.12K
+ 108.23%
$464K - $478K
7.92K $915K
Oct 19, 2023 Q3 2023
Connecticut Wealth Management, LLC

BUY
 -
4.05K
New
$457K - $470K
4.05K $468K
Nov 09, 2023 Q3 2023
West Chester Capital Advisors, Inc

BUY
 -
3.99K
+ 110.45%
$449K - $463K
7.6K $878K
Oct 31, 2023 Q3 2023
Divergent Wealth Advisors

BUY
 -
3.94K
+ 26.57%
$444K - $457K
18.8K $2.17M
Dec 05, 2023 Q3 2023
Tap Consulting, LLC

BUY
 -
3.86K
+ 10.22%
$436K - $449K
41.7K $4.81M
Oct 25, 2023 Q3 2023
Klaas Financial Asset Advisors, LLC

Loves Park, IL
BUY
 -
3.82K
+ 2.02%
$430K - $443K
193K $22.2M
Oct 11, 2023 Q3 2023
Hbw Advisory Services LLC

BUY
 -
3.77K
+ 99.87%
$425K - $438K
7.55K $872K
Oct 30, 2023 Q3 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
3.59K
+ 4.44%
$405K - $417K
84.4K $9.76M
Nov 13, 2023 Q3 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
3.13K
New
$352K - $363K
3.13K $361K
Nov 02, 2023 Q3 2023
Cullen/Frost Bankers, Inc.

BUY
 -
3.03K
New
$341K - $351K
3.03K $350K
Nov 13, 2023 Q3 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
3.01K
+ 9.36%
$340K - $350K
35.2K $4.07M
Nov 13, 2023 Q3 2023
Bank Of Hawaii

Honolulu, HI
BUY
 -
2.93K
New
$330K - $340K
2.93K $338K
Oct 13, 2023 Q3 2023
Pfg Advisors

BUY
 -
2.92K
+ 23.73%
$329K - $339K
15.2K $1.76M
Oct 20, 2023 Q3 2023
Hcr Wealth Advisors

Los Angeles, CA
BUY
 -
2.88K
New
$324K - $334K
2.88K $332K
Nov 14, 2023 Q3 2023
Rainsberger Wealth Advisors, Inc.

Colorado Springs, CO
BUY
 -
2.75K
+ 4.19%
$310K - $319K
68.3K $7.89M
Oct 17, 2023 Q3 2023
New Potomac Partners, LLC

BUY
 -
2.59K
+ 10.11%
$292K - $301K
28.2K $3.26M
Oct 19, 2023 Q3 2023
Great Diamond Partners, LLC

BUY
 -
2.54K
+ 5.55%
$286K - $295K
48.2K $5.57M
Oct 11, 2023 Q3 2023
Legacy Private Trust Co.

BUY
 -
2.5K
New
$282K - $291K
2.5K $289K
Oct 19, 2023 Q3 2023
Charles Schwab Trust CO

BUY
 -
2.44K
+ 91.5%
$275K - $284K
5.11K $591K
Nov 14, 2023 Q3 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
2.43K
+ 20.15%
$274K - $283K
14.5K $1.68M
Nov 08, 2023 Q3 2023
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
2.37K
New
$267K - $275K
2.37K $274K
Oct 19, 2023 Q3 2023
Blue Fin Capital, Inc.

BUY
 -
2.35K
+ 20.59%
$265K - $273K
13.8K $1.59M
Nov 14, 2023 Q3 2023
Iams Wealth Management, LLC

Omaha, NE
BUY
 -
2.29K
New
$258K - $266K
2.29K $265K
Nov 13, 2023 Q3 2023
Dfpg Investments, LLC

BUY
 -
2.29K
New
$258K - $266K
2.29K $264K
Nov 13, 2023 Q3 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
2.22K
+ 54.74%
$251K - $258K
6.28K $726K
Oct 13, 2023 Q3 2023
Bond & Devick Financial Network, Inc.

BUY
 -
2.22K
+ 2.11%
$251K - $258K
107K $12.4M
Nov 01, 2023 Q3 2023
Csenge Advisory Group

BUY
 -
2.21K
New
$249K - $256K
2.21K $255K
Oct 25, 2023 Q3 2023
Crescent Grove Advisors, LLC

BUY
 -
2.17K
New
$244K - $252K
2.17K $251K
Oct 17, 2023 Q3 2023
Integrated Investment Consultants, LLC

BUY
 -
2.16K
New
$244K - $251K
2.16K $250K
Oct 27, 2023 Q3 2023
Smith, Salley & Associates

BUY
 -
2.1K
+ 4.27%
$237K - $244K
51.4K $5.94M
Dec 06, 2023 Q3 2023
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
2.06K
+ 152.06%
$233K - $239K
3.42K $395K
Oct 25, 2023 Q3 2023
Seven Bridge Financial Group, LLC

BUY
 -
2.02K
New
$227K - $234K
2.02K $233K

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