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 25, 2023
Q3 2023
|
Vista Capital Partners, Inc.
|
BUY
|
- |
17+ 0.51% |
$1.92K - $1.97K
|
3.38K
$390K
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
15New |
$1.69K - $1.74K
|
15
$1.73K
|
|
Nov 13, 2023
Q3 2023
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
12+ 0.61% |
$1.35K - $1.39K
|
1.99K
$230K
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
10+ 20.83% |
$1.13K - $1.16K
|
58
$6.7K
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
9+ 36.0% |
$1.01K - $1.05K
|
34
$3.93K
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
9New |
$1.01K - $1.05K
|
9
$1.04K
|
|
Oct 06, 2023
Q3 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
7+ 0.36% |
$789 - $813
|
1.95K
$225K
|
|
Oct 30, 2023
Q3 2023
|
Redw Wealth LLC
|
BUY
|
- |
4+ 0.16% |
$451 - $465
|
2.54K
$293K
|
|
Nov 13, 2023
Q3 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
4+ 0.51% |
$451 - $465
|
784
$90.6K
|
|
Nov 09, 2023
Q3 2023
|
Pacific Financial Group Inc
|
BUY
|
- |
3+ 0.03% |
$338 - $348
|
10.2K
$1.17M
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
2+ 0.04% |
$226 - $232
|
4.9K
$566K
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1+ 0.61% |
$113 - $116
|
166
$19.2K
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 0.51% |
$113 - $116
|
196
$22.6K
|
|
Oct 23, 2023
Q3 2023
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-1- 0.9% |
$113 - $116
|
110
$12.7K
|
|
Oct 26, 2023
Q3 2023
|
Rockland Trust CO
|
SELL
|
- |
-1- 0.02% |
$113 - $116
|
5.95K
$687K
|
|
Nov 16, 2023
Q3 2023
|
Unconventional Investor, LLC
|
SELL
|
- |
-2- 0.02% |
$226 - $232
|
8.99K
$1.04M
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-6- 0.21% |
$677 - $697
|
2.79K
$322K
|
|
Oct 30, 2023
Q3 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-8- 0.05% |
$902 - $929
|
15K
$1.74M
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-9- 20.93% |
$1.01K - $1.05K
|
34
$3.93K
|
|
Oct 17, 2023
Q3 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-12- 0.18% |
$1.35K - $1.39K
|
6.61K
$764K
|
|
Nov 07, 2023
Q3 2023
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-13- 0.32% |
$1.47K - $1.51K
|
4.09K
$472K
|
|
Nov 14, 2023
Q3 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-13- 0.25% |
$1.47K - $1.51K
|
5.17K
$597K
|
|
Oct 24, 2023
Q3 2023
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-16- 0.31% |
$1.8K - $1.86K
|
5.22K
$604K
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-20- 1.45% |
$2.26K - $2.32K
|
1.36K
$157K
|
|
Nov 15, 2023
Q3 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-21- 0.41% |
$2.37K - $2.44K
|
5.09K
$588K
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-26- 1.27% |
$2.93K - $3.02K
|
2.02K
$233K
|
|
Nov 02, 2023
Q3 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-29- 8.73% |
$3.27K - $3.37K
|
303
$35K
|
|
Nov 06, 2023
Q3 2023
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-30- 1.05% |
$3.38K - $3.48K
|
2.83K
$327K
|
|
Oct 20, 2023
Q3 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-35- 0.37% |
$3.95K - $4.06K
|
9.41K
$1.09M
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
SELL
|
- |
-48- 0.15% |
$5.41K - $5.57K
|
32.4K
$3.75M
|
|
Nov 08, 2023
Q3 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-51- 1.4% |
$5.75K - $5.92K
|
3.58K
$414K
|
|
Nov 14, 2023
Q3 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-52- 0.83% |
$5.86K - $6.04K
|
6.23K
$719K
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-52- 10.86% |
$5.86K - $6.04K
|
427
$49.3K
|
|
Oct 19, 2023
Q3 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-56- 2.42% |
$6.31K - $6.5K
|
2.26K
$261K
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-60- 1.66% |
$6.77K - $6.97K
|
3.56K
$412K
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-61- 98.39% |
$6.88K - $7.08K
|
1
$116
|
|
Nov 13, 2023
Q3 2023
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-62- 0.61% |
$6.99K - $7.2K
|
10.1K
$1.16M
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-63Closed |
$7.1K - $7.32K
|
0
$0
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-66- 2.87% |
$7.44K - $7.67K
|
2.24K
$258K
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-66- 2.19% |
$7.44K - $7.67K
|
2.95K
$340K
|
|
Nov 13, 2023
Q3 2023
|
Rice Partnership, LLC
|
SELL
|
- |
-67- 5.03% |
$7.55K - $7.78K
|
1.27K
$146K
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-70- 21.02% |
$7.89K - $8.13K
|
263
$30.4K
|
|
Oct 05, 2023
Q3 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-75- 1.02% |
$8.46K - $8.71K
|
7.25K
$838K
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-75- 0.41% |
$8.46K - $8.71K
|
18K
$2.08M
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-79- 8.94% |
$8.91K - $9.18K
|
805
$93K
|
|
Oct 31, 2023
Q3 2023
|
Triumph Capital Management
|
SELL
|
- |
-91- 4.83% |
$10.3K - $10.6K
|
1.79K
$207K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-110- 9.68% |
$12.4K - $12.8K
|
1.03K
$119K
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-112- 0.87% |
$12.6K - $13K
|
12.8K
$1.48M
|
|
Nov 13, 2023
Q3 2023
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-118- 4.6% |
$13.3K - $13.7K
|
2.45K
$283K
|
|
Nov 14, 2023
Q3 2023
|
Seven One Seven Capital Management
Lancaster, PA |
SELL
|
- |
-119- 1.0% |
$13.4K - $13.8K
|
11.8K
$1.36M
|