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
Oct 18, 2023 Q3 2023
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
1.98K
+ 59.19%
$223K - $230K
5.32K $615K
Oct 12, 2023 Q3 2023
Raub Brock Capital Management LP

BUY
 -
1.95K
+ 1.18%
$220K - $227K
168K $19.4M
Nov 22, 2023 Q3 2023
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
1.87K
New
$211K - $217K
1.87K $216K
Oct 18, 2023 Q3 2023
Cornerstone Wealth Group, LLC

BUY
 -
1.86K
+ 4.46%
$209K - $216K
43.5K $5.03M
Oct 05, 2023 Q3 2023
Foundations Investment Advisors, LLC

BUY
 -
1.85K
+ 16.86%
$209K - $215K
12.8K $1.48M
Nov 14, 2023 Q3 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
1.81K
+ 25.59%
$204K - $210K
8.87K $1.02M
Nov 13, 2023 Q3 2023
Operose Advisors LLC

Milwaukee, WI
BUY
 -
1.65K
New
$186K - $191K
1.65K $190K
Oct 10, 2023 Q3 2023
Indiana Trust & Investment Management CO

BUY
 -
1.59K
New
$179K - $185K
1.59K $184K
Nov 07, 2023 Q3 2023
Oppenheimer Asset Management Inc.

New York, NY
BUY
 -
1.52K
+ 1.57%
$171K - $176K
98.4K $11.4M
Nov 07, 2023 Q3 2023
Wsfs Capital Management, LLC

Philadelphia, PA
BUY
 -
1.49K
+ 8.81%
$167K - $172K
18.4K $2.12M
Nov 06, 2023 Q3 2023
Warner Financial, Inc

Bethesda, MD
BUY
 -
1.43K
+ 35.38%
$161K - $166K
5.48K $633K
Oct 18, 2023 Q3 2023
Clarity Financial LLC

BUY
 -
1.34K
+ 0.54%
$151K - $156K
249K $28.8M
Nov 14, 2023 Q3 2023
Crabel Capital Management, LLC

Milwaukee, WI
BUY
 -
1.33K
+ 25.43%
$150K - $155K
6.57K $759K
Jan 15, 2025 Q3 2023
Goldstone Financial Group, LLC

Oakbrook Terrace, IL
BUY
 -
1.32K
+ 13.9%
$149K - $153K
10.8K $1.25M
Oct 16, 2023 Q3 2023
Erts Wealth Advisors, LLC

BUY
 -
1.21K
+ 8.02%
$136K - $140K
16.3K $1.88M
Oct 16, 2023 Q3 2023
Community Trust & Investment CO

BUY
 -
1.18K
+ 4.0%
$133K - $137K
30.8K $3.55M
Nov 08, 2023 Q3 2023
Sutton Wealth Advisors Inc.

Tampa, FL
BUY
 -
1.11K
+ 826.12%
$125K - $129K
1.24K $143K
Nov 08, 2023 Q3 2023
J. W. Coons Advisors, LLC

BUY
 -
1.1K
+ 9.65%
$123K - $127K
12.4K $1.44M
Oct 30, 2023 Q3 2023
Dock Street Asset Management Inc

BUY
 -
1.05K
+ 2.19%
$119K - $122K
49.1K $5.68M
Nov 09, 2023 Q3 2023
Wealthsource Partners, LLC

BUY
 -
1K
+ 33.33%
$113K - $116K
4K $462K
Dec 11, 2023 Q3 2023
Headinvest, LLC

Portland, ME
BUY
 -
899
New
$101K - $104K
899 $104K
Nov 08, 2023 Q3 2023
Spire Wealth Management

BUY
 -
857
+ 17.38%
$96.6K - $99.5K
5.79K $669K
Nov 13, 2023 Q3 2023
Stelac Advisory Services LLC

New York, NY
BUY
 -
850
+ 55.48%
$95.8K - $98.7K
2.38K $275K
Oct 20, 2023 Q3 2023
One Day In July LLC

BUY
 -
727
+ 0.35%
$82K - $84.4K
211K $24.4M
Nov 14, 2023 Q3 2023
Scotia Capital Inc.

BUY
 -
615
+ 11.41%
$69.3K - $71.4K
6.01K $694K
Nov 13, 2023 Q3 2023
Jacobi Capital Management LLC

BUY
 -
539
+ 22.77%
$60.8K - $62.6K
2.91K $336K
Oct 10, 2023 Q3 2023
Dynamic Advisor Solutions LLC

BUY
 -
527
+ 15.75%
$59.4K - $61.2K
3.87K $447K
Nov 03, 2023 Q3 2023
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
510
New
$57.5K - $59.2K
510 $58.9K
Nov 15, 2023 Q3 2023
Studio Investment Management LLC

Chicago, IL
BUY
 -
507
+ 0.87%
$57.2K - $58.9K
59K $6.82M
Oct 10, 2023 Q3 2023
Northwest Capital Management Inc

BUY
 -
490
+ 320.26%
$55.3K - $56.9K
643 $74.3K
Nov 06, 2023 Q3 2023
Buck Wealth Strategies, LLC

Denver, CO
BUY
 -
471
New
$53.1K - $54.7K
471 $54.4K
Nov 15, 2023 Q3 2023
Integrated Wealth Concepts LLC

BUY
 -
467
+ 6.38%
$52.7K - $54.2K
7.78K $899K
Nov 14, 2023 Q3 2023
Advisory Services Network, LLC

BUY
 -
462
+ 13.47%
$52.1K - $53.7K
3.89K $450K
Oct 19, 2023 Q3 2023
Walkner Condon Financial Advisors LLC

BUY
 -
440
+ 9.71%
$49.6K - $51.1K
4.97K $574K
Nov 01, 2023 Q3 2023
Pacific Wealth Management

BUY
 -
433
+ 1.24%
$48.8K - $50.3K
35.3K $4.08M
Oct 13, 2023 Q3 2023
Global Retirement Partners, LLC

BUY
 -
433
+ 5.59%
$48.8K - $50.3K
8.18K $945K
Nov 13, 2023 Q3 2023
Tctc Holdings, LLC

Dallas, TX
BUY
 -
429
+ 680.95%
$48.4K - $49.8K
492 $56.9K
Nov 13, 2023 Q3 2023
Delap Wealth Advisory, LLC

Lake Oswego, OR
BUY
 -
418
+ 2.08%
$47.1K - $48.5K
20.5K $2.37M
Apr 30, 2024 Q3 2023
Concord Wealth Partners

BUY
 -
391
+ 21.2%
$44.1K - $45.4K
2.24K $258K
Oct 30, 2023 Q3 2023
Sandy Spring Bank

BUY
 -
372
+ 43.41%
$41.9K - $43.2K
1.23K $142K
Oct 13, 2023 Q3 2023
Martin Capital Partners, LLC

BUY
 -
353
+ 2.98%
$39.8K - $41K
12.2K $1.41M
Oct 24, 2023 Q3 2023
Stratos Wealth Partners, Ltd.

BUY
 -
352
+ 5.23%
$39.7K - $40.9K
7.08K $818K
Oct 13, 2023 Q3 2023
Redhawk Wealth Advisors, Inc.

Minneapolis, MN
BUY
 -
350
+ 14.42%
$39.5K - $40.6K
2.78K $321K
Oct 10, 2023 Q3 2023
Central Bank & Trust CO

BUY
 -
349
New
$39.4K - $40.5K
349 $40.3K
Nov 13, 2023 Q3 2023
One Charles Private Wealth Services, LLC

BUY
 -
349
+ 1.62%
$39.4K - $40.5K
21.9K $2.53M
Nov 06, 2023 Q3 2023
Authentikos Wealth Advisory, LLC

Morgan Hill, CA
BUY
 -
311
New
$35.1K - $36.1K
311 $35.9K
Oct 31, 2023 Q3 2023
Transcend Capital Advisors, LLC

BUY
 -
308
+ 0.89%
$34.7K - $35.8K
34.8K $4.02M
Nov 01, 2023 Q3 2023
Woodward Diversified Capital, LLC

BUY
 -
304
+ 4.48%
$34.3K - $35.3K
7.1K $820K
Nov 14, 2023 Q3 2023
Creative Financial Designs Inc

BUY
 -
291
+ 90.94%
$32.8K - $33.8K
611 $70.6K

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