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 08, 2023
Q1 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-192- 7.03% |
$21.8K - $22.7K
|
2.54K
$294K
|
|
|
Apr 25, 2023
Q1 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-195- 6.11% |
$22.1K - $23.1K
|
3K
$347K
|
|
|
May 03, 2023
Q1 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-213- 0.82% |
$24.2K - $25.2K
|
25.7K
$2.98M
|
|
|
May 10, 2023
Q1 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-218- 1.86% |
$24.8K - $25.8K
|
11.5K
$1.33M
|
|
|
Sep 11, 2024
Q1 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-232- 3.12% |
$26.3K - $27.5K
|
7.2K
$835K
|
|
|
May 11, 2023
Q1 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-236- 1.22% |
$26.8K - $27.9K
|
19.1K
$2.21M
|
|
|
Apr 04, 2023
Q1 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-236- 6.95% |
$26.8K - $27.9K
|
3.16K
$366K
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-239- 4.68% |
$27.1K - $28.3K
|
4.87K
$564K
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-246- 1.32% |
$27.9K - $29.1K
|
18.4K
$2.13M
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-268- 0.75% |
$30.4K - $31.7K
|
35.4K
$4.1M
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-270- 93.43% |
$30.7K - $32K
|
19
$2.2K
|
|
|
Apr 24, 2023
Q1 2023
|
Center For Asset Management LLC
|
SELL
|
- |
-311- 3.73% |
$35.3K - $36.8K
|
8.03K
$930K
|
|
|
Apr 04, 2023
Q1 2023
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-320- 6.76% |
$36.3K - $37.9K
|
4.41K
$511K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-330- 70.36% |
$37.5K - $39.1K
|
139
$16.1K
|
|
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-331- 3.48% |
$37.6K - $39.2K
|
9.17K
$1.06M
|
|
|
Apr 05, 2023
Q1 2023
|
Martin Capital Partners, LLC
|
SELL
|
- |
-337- 2.41% |
$38.3K - $39.9K
|
13.6K
$1.58M
|
|
|
Sep 05, 2024
Q1 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-368- 73.45% |
$41.8K - $43.6K
|
133
$15.4K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-389- 1.06% |
$44.2K - $46.1K
|
36.3K
$4.21M
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-397- 35.86% |
$45.1K - $47K
|
710
$82.3K
|
|
|
May 03, 2023
Q1 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-403- 5.77% |
$45.8K - $47.7K
|
6.58K
$763K
|
|
|
May 03, 2023
Q1 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-415- 10.08% |
$47.1K - $49.1K
|
3.7K
$429K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-418- 86.36% |
$47.5K - $49.5K
|
66
$7.65K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-420- 17.94% |
$47.7K - $49.7K
|
1.92K
$223K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-421Closed |
$47.8K - $49.9K
|
0
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-426- 15.68% |
$48.4K - $50.4K
|
2.29K
$265K
|
|
|
May 10, 2023
Q1 2023
|
Bfsg, LLC
|
SELL
|
- |
-430- 6.96% |
$48.8K - $50.9K
|
5.75K
$667K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-438- 2.98% |
$49.7K - $51.9K
|
14.3K
$1.66M
|
|
|
May 01, 2023
Q1 2023
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-484- 2.07% |
$55K - $57.3K
|
22.9K
$2.65M
|
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
SELL
|
- |
-495- 7.93% |
$56.2K - $58.6K
|
5.74K
$666K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-567- 15.48% |
$64.4K - $67.1K
|
3.1K
$359K
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-590- 3.61% |
$67K - $69.9K
|
15.8K
$1.83M
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-670- 27.36% |
$76.1K - $79.3K
|
1.78K
$206K
|
|
|
May 01, 2023
Q1 2023
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-685- 1.21% |
$77.8K - $81.1K
|
55.8K
$6.47M
|
|
|
May 09, 2023
Q1 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-702- 21.13% |
$79.7K - $83.1K
|
2.62K
$304K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-738- 2.38% |
$83.8K - $87.4K
|
30.3K
$3.51M
|
|
|
Apr 24, 2023
Q1 2023
|
Tru Independence LLC
|
SELL
|
- |
-742- 29.11% |
$84.3K - $87.9K
|
1.81K
$209K
|
|
|
Apr 06, 2023
Q1 2023
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-752- 2.35% |
$85.4K - $89K
|
31.2K
$3.61M
|
|
|
Apr 27, 2023
Q1 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-771- 20.01% |
$87.5K - $91.3K
|
3.08K
$357K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-826- 39.07% |
$93.8K - $97.8K
|
1.29K
$149K
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-842- 11.47% |
$95.6K - $99.7K
|
6.5K
$753K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-885- 13.21% |
$100K - $105K
|
5.81K
$674K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-900- 34.05% |
$102K - $107K
|
1.74K
$202K
|
|
|
May 15, 2023
Q1 2023
|
Seven One Seven Capital Management
Lancaster, PA |
SELL
|
- |
-935- 12.81% |
$106K - $111K
|
6.37K
$738K
|
|
|
Apr 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-948- 0.42% |
$108K - $112K
|
223K
$25.8M
|
|
|
Apr 14, 2023
Q1 2023
|
Prentice Wealth Management LLC
|
SELL
|
- |
-949- 29.65% |
$108K - $112K
|
2.25K
$261K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-969- 0.75% |
$110K - $115K
|
129K
$14.9M
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.02K- 19.33% |
$115K - $120K
|
4.24K
$491K
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.26K- 27.36% |
$143K - $149K
|
3.33K
$386K
|
|
|
Apr 11, 2023
Q1 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1.26K- 1.47% |
$144K - $150K
|
84.8K
$9.83M
|
|
|
Apr 11, 2023
Q1 2023
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-1.28K- 11.61% |
$146K - $152K
|
9.77K
$1.13M
|