Purchases and Sales Made in Q1 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 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 11, 2023
Q1 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
46.8KNew |
$5.31M - $5.54M
|
46.8K
$5.39M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
45KNew |
$5.11M - $5.33M
|
45K
$5.18M
|
|
|
May 11, 2023
Q1 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
44.5K+ 24.94% |
$5.05M - $5.27M
|
223K
$25.7M
|
|
|
May 03, 2023
Q1 2023
|
Smith, Salley & Associates
|
BUY
|
- |
44.3KNew |
$5.03M - $5.25M
|
44.3K
$5.11M
|
|
|
Apr 27, 2023
Q1 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
41.9K+ 40.88% |
$4.76M - $4.96M
|
144K
$16.6M
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
41.8K+ 19.21% |
$4.75M - $4.96M
|
260K
$29.9M
|
|
|
Nov 14, 2024
Q1 2023
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
41.7K+ 27.35% |
$4.73M - $4.94M
|
194K
$22.4M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
41.2K+ 2.89% |
$4.68M - $4.88M
|
1.47M
$169M
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
40.5KNew |
$4.6M - $4.8M
|
40.5K
$4.67M
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
40.2K+ 30.5% |
$4.56M - $4.75M
|
172K
$19.8M
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
BUY
|
- |
39.9KNew |
$4.53M - $4.73M
|
39.9K
$4.6M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
39.7K+ 32.0% |
$4.51M - $4.7M
|
164K
$18.9M
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
36.8K+ 62.82% |
$4.18M - $4.36M
|
95.4K
$11M
|
|
|
Apr 10, 2023
Q1 2023
|
Pacific Wealth Management
|
BUY
|
- |
35.6KNew |
$4.04M - $4.22M
|
35.6K
$4.1M
|
|
|
Jun 17, 2024
Q1 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
35.2K+ 9.58% |
$4M - $4.17M
|
403K
$46.4M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
33.1K+ 27.63% |
$3.76M - $3.92M
|
153K
$17.6M
|
|
|
May 12, 2023
Q1 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
32.6KNew |
$3.7M - $3.86M
|
32.6K
$3.75M
|
|
|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
32.4K+ 493.31% |
$3.68M - $3.83M
|
38.9K
$4.49M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
29.6K+ 48.04% |
$3.36M - $3.5M
|
91.1K
$10.5M
|
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
26.7KNew |
$3.03M - $3.16M
|
26.7K
$3.08M
|
|
|
Apr 19, 2023
Q1 2023
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
26.6K+ 392.74% |
$3.02M - $3.15M
|
33.4K
$3.85M
|
|
|
May 12, 2023
Q1 2023
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
25.8KNew |
$2.92M - $3.05M
|
25.8K
$2.97M
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
25.5K+ 25.23% |
$2.9M - $3.02M
|
127K
$14.6M
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
24.8K+ 86.18% |
$2.81M - $2.94M
|
53.5K
$6.17M
|
|
|
May 11, 2023
Q1 2023
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
24.3KNew |
$2.76M - $2.87M
|
24.3K
$2.8M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
23.6K+ 682.73% |
$2.68M - $2.79M
|
27K
$3.11M
|
|
|
Apr 27, 2023
Q1 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
23.4KNew |
$2.66M - $2.77M
|
23.4K
$2.7M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
22.5K+ 493.72% |
$2.55M - $2.66M
|
27.1K
$3.12M
|
|
|
May 12, 2023
Q1 2023
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
21.8K+ 189.19% |
$2.48M - $2.58M
|
33.3K
$3.84M
|
|
|
Apr 18, 2023
Q1 2023
|
Community Trust & Investment CO
|
BUY
|
- |
21.6K+ 273.97% |
$2.46M - $2.56M
|
29.5K
$3.4M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
21.1K+ 12.34% |
$2.4M - $2.5M
|
192K
$22.2M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
20.1KNew |
$2.28M - $2.38M
|
20.1K
$2.31M
|
|
|
May 10, 2023
Q1 2023
|
Banco Santander, S.A.
|
BUY
|
- |
20.1K+ 14.68% |
$2.28M - $2.37M
|
157K
$18M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
19.1K+ 446.26% |
$2.17M - $2.26M
|
23.4K
$2.7M
|
|
|
May 09, 2023
Q1 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
18.8KNew |
$2.13M - $2.23M
|
18.8K
$2.17M
|
|
|
May 15, 2023
Q1 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
18.8KNew |
$2.13M - $2.22M
|
18.8K
$2.16M
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
18.2K+ 147.26% |
$2.07M - $2.16M
|
30.6K
$3.53M
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
17.6K+ 19.15% |
$1.99M - $2.08M
|
109K
$12.6M
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
17.5K+ 4.62% |
$1.98M - $2.07M
|
396K
$45.6M
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
17.3K+ 15.73% |
$1.97M - $2.05M
|
128K
$14.7M
|
|
|
May 15, 2023
Q1 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
17K+ 3.66% |
$1.93M - $2.01M
|
481K
$55.4M
|
|
|
Apr 17, 2023
Q1 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
16.9KNew |
$1.92M - $2M
|
16.9K
$1.94M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
16.9K+ 45.28% |
$1.91M - $2M
|
54.1K
$6.23M
|
|
|
May 12, 2023
Q1 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
16.8K+ 55.02% |
$1.91M - $1.99M
|
47.4K
$5.46M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
16.2K+ 19.01% |
$1.84M - $1.92M
|
102K
$11.7M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
14.9K+ 5.15% |
$1.69M - $1.76M
|
304K
$35M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
14.8K+ 21.06% |
$1.69M - $1.76M
|
85.3K
$9.83M
|
|
|
May 15, 2023
Q1 2023
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
14.4K+ 3.25% |
$1.64M - $1.71M
|
459K
$52.9M
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
14.4K+ 530.72% |
$1.63M - $1.7M
|
17.1K
$1.97M
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
BUY
|
- |
13.7K+ 16.01% |
$1.56M - $1.63M
|
99.5K
$11.5M
|