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
Apr 25, 2023 Q1 2023
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
514
New
$58.4K - $60.9K
514 $59.6K
May 16, 2023 Q1 2023
Milestone Investment Advisors LLC

Middleton, WI
BUY
 -
474
New
$53.8K - $56.1K
474 $54.9K
May 11, 2023 Q1 2023
Barrett & Company, Inc.

Providence, RI
BUY
 -
465
New
$52.8K - $55.1K
465 $53.9K
May 04, 2023 Q1 2023
J. W. Coons Advisors, LLC

BUY
 -
445
+ 4.22%
$50.5K - $52.7K
11K $1.27M
May 09, 2023 Q1 2023
Lfa Lugano Financial Advisors Sa

BUY
 -
433
+ 1.4%
$49.2K - $51.3K
31.4K $3.64M
Apr 25, 2023 Q1 2023
Parallel Advisors, LLC

BUY
 -
413
+ 35.54%
$46.9K - $48.9K
1.58K $183K
May 12, 2023 Q1 2023
Fft Wealth Management LLC

West Conshohocken, PA
BUY
 -
411
+ 0.35%
$46.7K - $48.7K
119K $13.8M
Apr 18, 2023 Q1 2023
Tap Consulting, LLC

BUY
 -
407
+ 19.61%
$46.2K - $48.2K
2.48K $288K
Apr 10, 2023 Q1 2023
Chemistry Wealth Management LLC

New York, NY
BUY
 -
405
+ 13.17%
$46K - $48K
3.48K $403K
May 15, 2023 Q1 2023
Stephens Inc

BUY
 -
402
+ 3.18%
$45.6K - $47.6K
13K $1.51M
May 19, 2023 Q1 2023
Trivant Custom Portfolio Group, LLC

San Diego, CA
BUY
 -
387
New
$43.9K - $45.8K
387 $44.8K
Apr 25, 2023 Q1 2023
Twele Capital Management, Inc.

BUY
 -
374
+ 2.33%
$42.5K - $44.3K
16.4K $1.9M
Apr 10, 2023 Q1 2023
Charles Schwab Trust CO

BUY
 -
373
+ 12.05%
$42.4K - $44.2K
3.47K $402K
May 01, 2023 Q1 2023
Jnba Financial Advisors

BUY
 -
354
New
$40.2K - $41.9K
354 $41K
May 12, 2023 Q1 2023
Lgl Partners, LLC

West Conshohocken, PA
BUY
 -
333
+ 0.32%
$37.8K - $39.4K
103K $12M
May 10, 2023 Q1 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
321
New
$36.4K - $38K
321 $37.2K
Apr 28, 2023 Q1 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
272
+ 40.48%
$30.9K - $32.2K
944 $109K
Apr 14, 2023 Q1 2023
Congress Wealth Management LLC

Boston, MA
BUY
 -
270
+ 4.38%
$30.7K - $32K
6.44K $746K
May 15, 2023 Q1 2023
Stock Yards Bank & Trust CO

Louisville, KY
BUY
 -
264
+ 6.98%
$30K - $31.3K
4.05K $469K
Apr 26, 2023 Q1 2023
Cva Family Office, LLC

BUY
 -
257
+ 10.95%
$29.2K - $30.4K
2.61K $302K
Apr 20, 2023 Q1 2023
Jmac Enterprises LLC

BUY
 -
233
+ 1.96%
$26.5K - $27.6K
12.1K $1.4M
May 15, 2023 Q1 2023
Matrix Private Capital Group LLC

New York, NY
BUY
 -
232
New
$26.3K - $27.5K
232 $26.9K
Apr 10, 2023 Q1 2023
Sound Income Strategies, LLC

BUY
 -
201
New
$22.8K - $23.8K
201 $23.3K
May 11, 2023 Q1 2023
Investors Research Corp

BUY
 -
191
+ 12.72%
$21.7K - $22.6K
1.69K $196K
Apr 17, 2023 Q1 2023
B.O.S.S. Retirement Advisors, LLC

Lehi, UT
BUY
 -
184
+ 3.02%
$20.9K - $21.8K
6.27K $727K
May 05, 2023 Q1 2023
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
178
+ 7.74%
$20.2K - $21.1K
2.48K $287K
Apr 12, 2023 Q1 2023
Flagship Harbor Advisors, LLC

BUY
 -
159
+ 5.34%
$18.1K - $18.8K
3.14K $364K
Apr 24, 2023 Q1 2023
Rockland Trust CO

BUY
 -
153
+ 2.68%
$17.4K - $18.1K
5.86K $678K
May 02, 2023 Q1 2023
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
131
New
$14.9K - $15.5K
131 $15.2K
May 12, 2023 Q1 2023
Crewe Advisors LLC

BUY
 -
131
New
$14.9K - $15.5K
131 $15.2K
May 11, 2023 Q1 2023
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
122
+ 5.71%
$13.9K - $14.4K
2.26K $262K
Apr 25, 2023 Q1 2023
Morton Brown Family Wealth, LLC

BUY
 -
111
+ 4.49%
$12.6K - $13.1K
2.58K $299K
Apr 21, 2023 Q1 2023
Successful Portfolios LLC

BUY
 -
100
+ 4.02%
$11.4K - $11.8K
2.59K $300K
May 15, 2023 Q1 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
95
+ 4.41%
$10.8K - $11.2K
2.25K $261K
May 15, 2023 Q1 2023
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
94
+ 2.78%
$10.7K - $11.1K
3.47K $402K
May 09, 2023 Q1 2023
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
93
+ 2.55%
$10.6K - $11K
3.74K $434K
May 04, 2023 Q1 2023
Ten Capital Wealth Advisors, LLC

Spokane, WA
BUY
 -
79
New
$8.97K - $9.35K
79 $9.15K
May 17, 2023 Q1 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
76
New
$8.63K - $9K
76 $8.81K
Apr 14, 2023 Q1 2023
First Command Advisory Services, Inc.

BUY
 -
71
New
$8.06K - $8.41K
71 $8.23K
May 10, 2023 Q1 2023
Mach 1 Financial Group, LLC

Bentonville, AR
BUY
 -
70
New
$7.95K - $8.29K
70 $8.11K
May 12, 2023 Q1 2023
Greenspring Advisors, LLC

BUY
 -
68
+ 1.18%
$7.72K - $8.05K
5.83K $676K
Apr 26, 2023 Q1 2023
Concord Wealth Partners

BUY
 -
68
+ 3.05%
$7.72K - $8.05K
2.29K $266K
Aug 13, 2024 Q1 2023
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
62
New
$7.04K - $7.34K
62 $7.18K
May 05, 2023 Q1 2023
Sandy Spring Bank

BUY
 -
49
+ 7.56%
$5.56K - $5.8K
697 $80.8K
Apr 26, 2023 Q1 2023
Interactive Financial Advisors

Chicago, IL
BUY
 -
32
+ 0.69%
$3.63K - $3.79K
4.65K $539K
May 09, 2023 Q1 2023
Grey Fox Wealth Advisors, LLC

Rockland, DE
BUY
 -
27
New
$3.07K - $3.2K
27 $3.13K
Apr 26, 2023 Q1 2023
Rede Wealth, LLC

BUY
 -
27
+ 0.42%
$3.07K - $3.2K
6.41K $743K
Oct 16, 2023 Q1 2023
Schoolcraft Capital LLC

Boulder, CO
BUY
 -
26
+ 0.57%
$2.95K - $3.08K
4.55K $528K
Dec 20, 2023 Q1 2023
Moss Adams Wealth Advisors LLC

Seattle, WA
BUY
 -
22
New
$2.5K - $2.61K
22 $2.55K

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