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 11, 2023
Q3 2023
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-629- 21.06% |
$70.9K - $73.1K
|
2.36K
$272K
|
|
|
Nov 01, 2023
Q3 2023
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-645- 2.07% |
$72.7K - $74.9K
|
30.5K
$3.53M
|
|
|
Oct 25, 2023
Q3 2023
|
Ferguson Shapiro LLC
|
SELL
|
- |
-647- 23.38% |
$73K - $75.1K
|
2.12K
$245K
|
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-663- 9.37% |
$74.8K - $77K
|
6.41K
$741K
|
|
|
Oct 27, 2023
Q3 2023
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-666- 1.19% |
$75.1K - $77.3K
|
55.5K
$6.41M
|
|
|
Nov 08, 2023
Q3 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-705- 1.83% |
$79.5K - $81.9K
|
37.9K
$4.37M
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-707- 17.64% |
$79.7K - $82.1K
|
3.3K
$381K
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-711- 15.9% |
$80.2K - $82.6K
|
3.76K
$434K
|
|
|
Oct 26, 2023
Q3 2023
|
Peoples Bank
|
SELL
|
- |
-736- 7.21% |
$83K - $85.5K
|
9.47K
$1.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Private Capital Management LLC
|
SELL
|
- |
-800- 22.22% |
$90.2K - $92.9K
|
2.8K
$324K
|
|
|
Oct 26, 2023
Q3 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-807- 30.58% |
$91K - $93.7K
|
1.83K
$212K
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-830- 2.91% |
$93.6K - $96.4K
|
27.7K
$3.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-866- 1.58% |
$97.7K - $101K
|
53.8K
$6.22M
|
|
|
Nov 01, 2023
Q3 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-903- 7.66% |
$102K - $105K
|
10.9K
$1.26M
|
|
|
Nov 03, 2023
Q3 2023
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-918- 5.05% |
$104K - $107K
|
17.3K
$1.99M
|
|
|
Jun 03, 2024
Q3 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-954- 8.56% |
$108K - $111K
|
10.2K
$1.18M
|
|
|
Oct 10, 2023
Q3 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-954- 8.56% |
$108K - $111K
|
10.2K
$1.18M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-956- 60.7% |
$108K - $111K
|
619
$71.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-956- 60.7% |
$108K - $111K
|
619
$71.5K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-982- 11.65% |
$111K - $114K
|
7.45K
$861K
|
|
|
Nov 03, 2023
Q3 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-995- 3.67% |
$112K - $116K
|
26.1K
$3.02M
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1K- 25.15% |
$113K - $117K
|
2.99K
$345K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.01K- 8.05% |
$113K - $117K
|
11.5K
$1.33M
|
|
|
Oct 19, 2023
Q3 2023
|
Country Club Bank
|
SELL
|
- |
-1.04K- 10.07% |
$117K - $121K
|
9.3K
$1.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.06K- 18.95% |
$120K - $123K
|
4.54K
$525K
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.15K- 5.32% |
$129K - $133K
|
20.4K
$2.36M
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.19K- 48.06% |
$134K - $138K
|
1.29K
$149K
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-1.25K- 10.54% |
$141K - $145K
|
10.6K
$1.22M
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.28K- 35.33% |
$145K - $149K
|
2.35K
$271K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.31K- 10.34% |
$148K - $152K
|
11.4K
$1.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-1.34K- 0.51% |
$151K - $155K
|
263K
$30.4M
|
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-1.37K- 34.01% |
$155K - $159K
|
2.66K
$308K
|
|
|
Oct 10, 2023
Q3 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-1.43K- 15.95% |
$161K - $165K
|
7.51K
$868K
|
|
|
Oct 19, 2023
Q3 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-1.43K- 8.16% |
$162K - $166K
|
16.1K
$1.86M
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-1.45K- 17.99% |
$164K - $169K
|
6.63K
$766K
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.47K- 45.39% |
$166K - $171K
|
1.77K
$205K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.51K- 4.25% |
$170K - $176K
|
34K
$3.93M
|
|
|
Oct 20, 2023
Q3 2023
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-1.58K- 5.76% |
$178K - $183K
|
25.8K
$2.98M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.61K- 2.29% |
$181K - $187K
|
68.5K
$7.92M
|
|
|
Oct 31, 2023
Q3 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-1.67K- 24.31% |
$188K - $194K
|
5.19K
$600K
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-1.9K- 6.12% |
$214K - $221K
|
29.2K
$3.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Newport Capital Group, LLC
|
SELL
|
- |
-2.03K- 25.17% |
$229K - $236K
|
6.05K
$699K
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.17K- 29.68% |
$245K - $252K
|
5.14K
$594K
|
|
|
Oct 25, 2023
Q3 2023
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-2.24K- 9.8% |
$253K - $260K
|
20.6K
$2.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.31K- 10.37% |
$260K - $268K
|
19.9K
$2.3M
|
|
|
Oct 26, 2023
Q3 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-2.32K- 2.96% |
$262K - $269K
|
76K
$8.79M
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.34K- 1.97% |
$264K - $272K
|
116K
$13.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.41K- 96.71% |
$272K - $280K
|
82
$9.48K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
SELL
|
- |
-2.71K- 6.68% |
$306K - $315K
|
37.9K
$4.38M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.76K- 44.3% |
$312K - $321K
|
3.48K
$402K
|