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 08, 2023
Q3 2023
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-2.79K- 29.3% |
$315K - $324K
|
6.73K
$782K
|
|
|
Nov 13, 2023
Q3 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-2.88K- 6.02% |
$325K - $334K
|
45K
$5.22M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-2.89K- 12.89% |
$326K - $336K
|
19.5K
$2.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-2.94K- 2.69% |
$332K - $342K
|
106K
$12.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-2.97K- 22.22% |
$335K - $345K
|
10.4K
$1.21M
|
|
|
Nov 06, 2023
Q3 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-2.98K- 0.64% |
$336K - $346K
|
459K
$53.3M
|
|
|
Oct 17, 2023
Q3 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-3K- 11.22% |
$338K - $348K
|
23.7K
$2.76M
|
|
|
Nov 02, 2023
Q3 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-3.03K- 60.54% |
$342K - $352K
|
1.98K
$229K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.12K- 2.25% |
$352K - $362K
|
136K
$15.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Rede Wealth, LLC
|
SELL
|
- |
-3.24K- 50.7% |
$365K - $376K
|
3.15K
$366K
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-3.28K- 68.61% |
$370K - $381K
|
1.5K
$174K
|
|
|
Oct 27, 2023
Q3 2023
|
Ma Private Wealth
|
SELL
|
- |
-3.51K- 13.47% |
$396K - $407K
|
22.5K
$2.62M
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-3.77K- 50.22% |
$425K - $438K
|
3.74K
$434K
|
|
|
Oct 27, 2023
Q3 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-3.92K- 2.87% |
$442K - $455K
|
133K
$15.4M
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-4K- 95.42% |
$451K - $464K
|
192
$22.3K
|
|
|
Oct 13, 2023
Q3 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-4.18K- 36.26% |
$471K - $485K
|
7.34K
$853K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.32K- 7.48% |
$487K - $501K
|
53.4K
$6.2M
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-4.55K- 59.12% |
$513K - $528K
|
3.15K
$365K
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-4.64K- 0.36% |
$523K - $539K
|
1.27M
$147M
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-4.87K- 30.66% |
$550K - $566K
|
11K
$1.28M
|
|
|
Oct 10, 2023
Q3 2023
|
Parkside Advisors LLC
|
SELL
|
- |
-4.97K- 2.2% |
$561K - $577K
|
221K
$25.7M
|
|
|
Oct 17, 2023
Q3 2023
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-4.99K- 14.8% |
$563K - $580K
|
28.8K
$3.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-5.14K- 5.85% |
$579K - $596K
|
82.6K
$9.59M
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-5.18K- 1.81% |
$584K - $601K
|
280K
$32.6M
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-5.24K- 11.9% |
$591K - $608K
|
38.8K
$4.5M
|
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-5.49K- 14.33% |
$619K - $637K
|
32.8K
$3.81M
|
|
|
Nov 14, 2023
Q3 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-5.65K- 89.18% |
$637K - $656K
|
685
$79.5K
|
|
|
Oct 10, 2023
Q3 2023
|
Sinecera Capital, LLC
|
SELL
|
- |
-5.81K- 28.41% |
$655K - $675K
|
14.6K
$1.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-5.93K- 7.42% |
$669K - $689K
|
74.1K
$8.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-6.03K- 13.34% |
$680K - $700K
|
39.2K
$4.55M
|
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-6.16K- 29.4% |
$695K - $716K
|
14.8K
$1.72M
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-6.6K- 73.92% |
$744K - $766K
|
2.33K
$270K
|
|
|
Oct 17, 2023
Q3 2023
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-6.65K- 38.18% |
$750K - $773K
|
10.8K
$1.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-6.72K- 29.33% |
$757K - $780K
|
16.2K
$1.88M
|
|
|
Oct 19, 2023
Q3 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-6.72K- 1.33% |
$758K - $780K
|
498K
$57.8M
|
|
|
Nov 01, 2023
Q3 2023
|
Berkshire Bank
|
SELL
|
- |
-7.31K- 3.96% |
$824K - $849K
|
177K
$20.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Sfmg, LLC
|
SELL
|
- |
-7.74K- 14.37% |
$873K - $899K
|
46.1K
$5.36M
|
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-8.29K- 65.61% |
$935K - $963K
|
4.35K
$505K
|
|
|
Dec 18, 2023
Q3 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-8.8K- 64.76% |
$992K - $1.02M
|
4.79K
$556K
|
|
|
Oct 25, 2023
Q3 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-9.78K- 40.43% |
$1.1M - $1.14M
|
14.4K
$1.67M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-9.82K- 2.52% |
$1.11M - $1.14M
|
380K
$44.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-9.85K- 52.73% |
$1.11M - $1.14M
|
8.83K
$1.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-10K- 3.73% |
$1.13M - $1.16M
|
258K
$29.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-10.2K- 3.29% |
$1.15M - $1.19M
|
301K
$34.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-10.4K- 2.43% |
$1.17M - $1.2M
|
417K
$48.5M
|
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-11.3K- 52.34% |
$1.27M - $1.31M
|
10.3K
$1.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-12.2K- 51.07% |
$1.38M - $1.42M
|
11.7K
$1.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-12.3K- 9.38% |
$1.39M - $1.43M
|
119K
$13.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-13.2K- 19.88% |
$1.49M - $1.53M
|
53.2K
$6.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-13.3K- 22.67% |
$1.5M - $1.55M
|
45.4K
$5.27M
|