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
Dec 20, 2023 Q1 2023
Moss Adams Wealth Advisors LLC

Seattle, WA
BUY
 -
22
New
$2.5K - $2.61K
22 $2.59K
May 02, 2023 Q1 2023
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
17
New
$1.93K - $2.01K
17 $2K
May 11, 2023 Q1 2023
Tucker Asset Management LLC

Littleton, CO
BUY
 -
15
+ 34.09%
$1.7K - $1.78K
59 $6.94K
May 12, 2023 Q1 2023
Km Capital Management Ltd.

Austin, TX
BUY
 -
13
+ 0.33%
$1.48K - $1.54K
3.91K $460K
May 18, 2023 Q1 2023
Gsb Wealth Management, LLC

BUY
 -
8
New
$908 - $947
8 $941
May 17, 2023 Q1 2023
Pacific Financial Group Inc

BUY
 -
7
+ 0.07%
$795 - $829
9.62K $1.13M
May 08, 2023 Q1 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
6
New
$681 - $710
6 $706
Apr 26, 2023 Q1 2023
S. R. Schill & Associates

Mercer Island, WA
BUY
 -
5
+ 0.1%
$568 - $592
5.23K $615K
May 12, 2023 Q1 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
5
+ 1.0%
$568 - $592
505 $59.4K
May 10, 2023 Q1 2023
Register Financial Advisors LLC

Atlanta, GA
BUY
 -
1
+ 0.52%
$114 - $118
194 $22.8K
Sep 12, 2023 Q1 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
1
+ 0.19%
$114 - $118
532 $62.6K
Apr 20, 2023 Q1 2023
Beacon Capital Management, LLC

BUY
 -
1
+ 3.57%
$114 - $118
29 $3.41K
Apr 27, 2023 Q1 2023
Rice Partnership, LLC

BUY
 -
1
+ 0.07%
$114 - $118
1.38K $162K
May 15, 2023 Q1 2023
First Capital Advisors Group, Llc.

Little Silver, NJ
SELL
 -
-1
- 0.26%
$114 - $118
383 $45K
Apr 21, 2023 Q1 2023
Whittier Trust CO Of Nevada Inc

SELL
 -
-9
- 0.31%
$1.02K - $1.07K
2.86K $336K
May 02, 2023 Q1 2023
Park Place Capital Corp

Birmingham, AL
SELL
 -
-17
- 0.37%
$1.93K - $2.01K
4.55K $535K
May 08, 2023 Q1 2023
Hudock, Inc.

SELL
 -
-19
- 0.8%
$2.16K - $2.25K
2.36K $277K
Apr 27, 2023 Q1 2023
St. James Investment Company, LLC

SELL
 -
-20
- 0.29%
$2.27K - $2.37K
6.99K $822K
Apr 11, 2023 Q1 2023
Umb Bank, N.A.

SELL
 -
-23
- 0.25%
$2.61K - $2.72K
9.2K $1.08M
Apr 17, 2023 Q1 2023
Gradient Investments LLC

SELL
 -
-24
- 75.0%
$2.73K - $2.84K
8 $941
May 12, 2023 Q1 2023
Cibc World Market Inc.

Toronto, A6
SELL
 -
-24
- 1.28%
$2.73K - $2.84K
1.86K $218K
Apr 18, 2023 Q1 2023
Horan Securities, Inc.

SELL
 -
-26
- 0.24%
$2.95K - $3.08K
10.8K $1.27M
May 11, 2023 Q1 2023
Southeast Asset Advisors Inc.

Thomasville, GA
SELL
 -
-27
- 0.99%
$3.07K - $3.2K
2.7K $317K
May 15, 2023 Q1 2023
Bryn Mawr Trust CO

Bryn Mawr, PA
SELL
 -
-29
- 0.79%
$3.29K - $3.43K
3.65K $429K
May 05, 2023 Q1 2023
Jacobi Capital Management LLC

SELL
 -
-30
- 1.37%
$3.41K - $3.55K
2.17K $255K
Aug 30, 2023 Q1 2023
Western Wealth Management, LLC

SELL
 -
-31
- 0.96%
$3.52K - $3.67K
3.21K $378K
May 12, 2023 Q1 2023
Regions Financial Corp

SELL
 -
-34
- 0.1%
$3.86K - $4.03K
32.5K $3.83M
May 10, 2023 Q1 2023
Unconventional Investor, LLC

SELL
 -
-34
- 0.38%
$3.86K - $4.03K
9K $1.06M
May 15, 2023 Q1 2023
First Manhattan CO

New York, NY
SELL
 -
-39
- 52.0%
$4.43K - $4.62K
36 $4.23K
Apr 25, 2023 Q1 2023
Baystate Wealth Management LLC

SELL
 -
-41
- 28.47%
$4.66K - $4.85K
103 $12.1K
May 09, 2023 Q1 2023
Armor Investment Advisors, LLC

SELL
 -
-54
- 33.33%
$6.13K - $6.39K
108 $12.7K
May 15, 2023 Q1 2023
Howe & Rusling Inc

Rochester, NY
SELL
 -
-68
- 33.66%
$7.72K - $8.05K
134 $15.8K
Apr 11, 2023 Q1 2023
Sinecera Capital, LLC

SELL
 -
-68
- 0.33%
$7.72K - $8.05K
20.7K $2.44M
May 10, 2023 Q1 2023
Ameritas Investment Partners, Inc.

Lincoln, NE
SELL
 -
-77
- 5.03%
$8.74K - $9.12K
1.45K $171K
May 10, 2023 Q1 2023
Signature Securities Group Corporation

SELL
 -
-80
- 3.98%
$9.08K - $9.47K
1.93K $227K
Apr 18, 2023 Q1 2023
Park Avenue Securities LLC

SELL
 -
-84
- 0.61%
$9.54K - $9.95K
13.6K $1.6M
Apr 21, 2023 Q1 2023
Kathleen S. Wright Associates Inc.

SELL
 -
-86
- 0.81%
$9.77K - $10.2K
10.6K $1.24M
May 15, 2023 Q1 2023
Steward Partners Investment Advisory, LLC

SELL
 -
-90
- 6.48%
$10.2K - $10.7K
1.3K $153K
Apr 20, 2023 Q1 2023
Walkner Condon Financial Advisors LLC

SELL
 -
-91
- 1.97%
$10.3K - $10.8K
4.53K $533K
Apr 11, 2023 Q1 2023
Aries Wealth Management

SELL
 -
-96
- 3.13%
$10.9K - $11.4K
2.98K $350K
May 01, 2023 Q1 2023
Wsfs Capital Management, LLC

Philadelphia, PA
SELL
 -
-100
- 0.6%
$11.4K - $11.8K
16.4K $1.93M
Apr 21, 2023 Q1 2023
Acas, LLC

SELL
 -
-118
- 3.67%
$13.4K - $14K
3.1K $364K
May 09, 2023 Q1 2023
Tortoise Investment Management, LLC

SELL
 -
-125
- 8.12%
$14.2K - $14.8K
1.42K $166K
May 15, 2023 Q1 2023
Baker Avenue Asset Management, LP

SELL
 -
-130
- 86.67%
$14.8K - $15.4K
20 $2.35K
May 02, 2023 Q1 2023
Tfg Advisers LLC

SELL
 -
-139
- 5.58%
$15.8K - $16.5K
2.35K $277K
May 13, 2024 Q1 2023
Farther Finance Advisors, LLC

San Francisco, CA
SELL
 -
-142
- 21.07%
$16.1K - $16.8K
532 $62.6K
May 12, 2023 Q1 2023
Gallacher Capital Management LLC

Lone Tree, CO
SELL
 -
-143
- 7.5%
$16.2K - $16.9K
1.76K $207K
May 12, 2023 Q1 2023
Laidlaw Wealth Management LLC

New York City, NY
SELL
 -
-160
- 8.36%
$18.2K - $18.9K
1.75K $206K
May 12, 2023 Q1 2023
Ciovacco Capital Management LLC

Atlanta, GA
SELL
 -
-188
- 6.61%
$21.3K - $22.3K
2.66K $312K

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