Purchases and Sales Made in Q1 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 Q1 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
May 15, 2023 Q1 2023
Midwest Professional Planners, Ltd.

Wausau, WI
SELL
 -
-11K
- 42.65%
$1.25M - $1.31M
14.8K $1.72M
Apr 19, 2023 Q1 2023
Proficio Capital Partners LLC

Newton, MA
SELL
 -
-11.2K
- 36.82%
$1.27M - $1.32M
19.2K $2.22M
Apr 28, 2023 Q1 2023
Cumberland Advisors Inc

SELL
 -
-11.2K
- 84.45%
$1.27M - $1.33M
2.06K $239K
May 04, 2023 Q1 2023
Wealthcare Advisory Partners LLC

West Chester, PA
SELL
 -
-11.2K
- 46.59%
$1.27M - $1.33M
12.8K $1.49M
May 15, 2023 Q1 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-12.2K
- 1.82%
$1.38M - $1.44M
656K $76M
May 03, 2023 Q1 2023
Polaris Wealth Advisory Group, LLC

SELL
 -
-12.8K
- 4.18%
$1.45M - $1.52M
294K $34M
May 15, 2023 Q1 2023
State Street Corp

Boston, MA
SELL
 -
-13.5K
Closed
$1.53M - $1.6M
0 $0
May 10, 2023 Q1 2023
Keybank National Association

SELL
 -
-13.6K
- 2.99%
$1.54M - $1.61M
440K $51M
May 15, 2023 Q1 2023
Buckingham Strategic Partners

Saint Louis, MO
SELL
 -
-14.1K
- 14.73%
$1.6M - $1.67M
81.4K $9.44M
Aug 22, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
SELL
 -
-14.8K
- 10.64%
$1.68M - $1.75M
124K $14.4M
Apr 06, 2023 Q1 2023
Bangor Savings Bank

Bangor, ME
SELL
 -
-21.1K
- 21.93%
$2.4M - $2.5M
75.2K $8.72M
May 04, 2023 Q1 2023
Ma Private Wealth

SELL
 -
-21.5K
- 44.36%
$2.44M - $2.55M
27K $3.13M
May 15, 2023 Q1 2023
Northwestern Mutual Wealth Management CO

SELL
 -
-21.7K
- 7.83%
$2.47M - $2.57M
256K $29.6M
May 15, 2023 Q1 2023
Cantor Fitzgerald, L. P.

New York, NY
SELL
 -
-25.3K
- 3.87%
$2.87M - $2.99M
628K $72.8M
May 12, 2023 Q1 2023
Geo Wealth Management, LLC

Chicago, IL
SELL
 -
-26.6K
- 33.61%
$3.02M - $3.15M
52.5K $6.08M
May 03, 2023 Q1 2023
Krilogy Financial LLC

SELL
 -
-27.2K
- 61.81%
$3.09M - $3.22M
16.8K $1.95M
May 10, 2023 Q1 2023
Credit Suisse Ag

Zurich, V8
SELL
 -
-29.2K
- 81.82%
$3.31M - $3.45M
6.48K $751K
Apr 26, 2023 Q1 2023
Slow Capital, Inc.

SELL
 -
-29.5K
- 96.55%
$3.35M - $3.49M
1.06K $122K
May 15, 2023 Q1 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
SELL
 -
-32.3K
- 15.52%
$3.67M - $3.83M
176K $20.4M
Apr 24, 2023 Q1 2023
Imc Chicago, LLC

SELL
 -
-34K
Closed
$3.86M - $4.02M
0 $0
Apr 18, 2023 Q1 2023
Alhambra Investment Partners LLC

SELL
 -
-35.3K
- 62.1%
$4M - $4.18M
21.5K $2.49M
Nov 27, 2024 Q1 2023
Carrhae Capital LLP

London, X0
SELL
 -
-37.9K
Closed
$4.3M - $4.49M
0 $0
Apr 25, 2023 Q1 2023
Ferguson Shapiro LLC

SELL
 -
-38.4K
- 77.51%
$4.36M - $4.55M
11.1K $1.29M
Apr 26, 2023 Q1 2023
Madison Asset Management, LLC

Madison, WI
SELL
 -
-39.5K
- 14.95%
$4.48M - $4.68M
225K $26M
May 10, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
SELL
 -
-40.3K
- 24.5%
$4.57M - $4.77M
124K $14.4M
Apr 14, 2023 Q1 2023
Bridge Advisory, LLC

SELL
 -
-41.6K
- 94.01%
$4.72M - $4.92M
2.65K $307K
May 03, 2023 Q1 2023
Ogorek Anthony Joseph

SELL
 -
-47.7K
- 32.7%
$5.41M - $5.65M
98.1K $11.4M
May 15, 2023 Q1 2023
Royal Bank Of Canada

Toronto, A6
SELL
 -
-48.2K
- 7.96%
$5.47M - $5.7M
557K $64.5M
May 04, 2023 Q1 2023
Wealthcare Capital Management LLC

Richmond, VA
SELL
 -
-57.9K
- 41.6%
$6.57M - $6.85M
81.3K $9.42M
May 11, 2023 Q1 2023
Bank Julius Baer & Co. Ltd, Zurich

SELL
 -
-58K
- 2.94%
$6.58M - $6.86M
1.91M $222M
May 12, 2023 Q1 2023
Kestra Advisory Services, LLC

SELL
 -
-60.6K
- 51.34%
$6.88M - $7.17M
57.4K $6.65M
May 02, 2023 Q1 2023
Matson Money. Inc.

SELL
 -
-60.9K
- 4.33%
$6.91M - $7.21M
1.34M $156M
May 09, 2023 Q1 2023
Mather Group, Llc.

Chicago, IL
SELL
 -
-70.1K
- 43.76%
$7.96M - $8.3M
90.1K $10.4M
Apr 21, 2023 Q1 2023
Cyndeo Wealth Partners, LLC

St. Petersburg, FL
SELL
 -
-76.4K
- 95.93%
$8.67M - $9.04M
3.24K $375K
May 12, 2023 Q1 2023
Mariner, LLC

Overland Park, KS
SELL
 -
-77.4K
- 6.26%
$8.79M - $9.16M
1.16M $134M
May 12, 2023 Q1 2023
Bank Of America Corp

Charlotte, NC
SELL
 -
-105K
- 1.9%
$11.9M - $12.4M
5.41M $627M
May 10, 2023 Q1 2023
Pictet Asset Management Sa

Geneva 73, V8
SELL
 -
-119K
- 65.8%
$13.5M - $14.1M
61.9K $7.18M
May 15, 2023 Q1 2023
Creative Planning

Overland Park, KS
SELL
 -
-163K
- 7.13%
$18.5M - $19.3M
2.12M $246M
May 01, 2023 Q1 2023
Sfmg, LLC

SELL
 -
-186K
- 44.64%
$21.1M - $22M
230K $26.7M
May 17, 2023 Q1 2023
Thrivent Financial For Lutherans

Minneapolis, MN
SELL
 -
-322K
- 76.1%
$36.5M - $38.1M
101K $11.7M
May 26, 2023 Q1 2023
Fortis Group Advisors, LLC

Westwood, NJ
SELL
 -
-330K
- 97.86%
$37.4M - $39M
7.2K $835K
May 10, 2023 Q1 2023
Lpl Financial LLC

Fort Mill, SC
SELL
 -
-367K
- 24.69%
$41.7M - $43.5M
1.12M $130M
May 11, 2023 Q1 2023
Charles Schwab Investment Advisory, Inc.

San Francisco, CA
SELL
 -
-402K
- 14.06%
$45.6M - $47.6M
2.45M $284M
May 11, 2023 Q1 2023
Charles Schwab Investment Management Inc

San Francisco, CA
SELL
 -
-516K
- 20.28%
$58.5M - $61M
2.03M $235M
May 15, 2023 Q1 2023
Ameriprise Financial Inc

Minneapolis, MN
SELL
 -
-675K
- 29.24%
$76.6M - $79.9M
1.63M $189M
May 11, 2023 Q1 2023
Jpmorgan Chase & CO

New York, NY
SELL
 -
-3.94M
- 30.47%
$447M - $466M
8.99M $1.04B

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