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 03, 2023
Q1 2023
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-1.29K- 6.16% |
$146K - $152K
|
19.6K
$2.27M
|
|
|
Apr 24, 2023
Q1 2023
|
Peoples Bank
|
SELL
|
- |
-1.36K- 10.83% |
$154K - $161K
|
11.2K
$1.3M
|
|
|
May 11, 2023
Q1 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-1.37K- 22.66% |
$155K - $162K
|
4.67K
$541K
|
|
|
Apr 11, 2023
Q1 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-1.53K- 5.29% |
$174K - $181K
|
27.4K
$3.17M
|
|
|
Apr 06, 2023
Q1 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1.56K- 1.12% |
$177K - $184K
|
138K
$15.9M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.57K- 6.18% |
$179K - $186K
|
23.9K
$2.77M
|
|
|
Apr 20, 2023
Q1 2023
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-1.68K- 9.63% |
$191K - $199K
|
15.8K
$1.83M
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.77K- 7.25% |
$201K - $209K
|
22.6K
$2.62M
|
|
|
May 08, 2023
Q1 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-1.81K- 6.28% |
$206K - $215K
|
27K
$3.13M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.82K- 25.94% |
$207K - $216K
|
5.2K
$602K
|
|
|
May 15, 2023
Q1 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-1.85K- 7.63% |
$210K - $219K
|
22.4K
$2.59M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.94K- 90.03% |
$221K - $230K
|
215
$24.9K
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.08K- 7.26% |
$237K - $247K
|
26.6K
$3.08M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.1K- 32.15% |
$239K - $249K
|
4.43K
$514K
|
|
|
May 17, 2024
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-2.4K- 37.77% |
$273K - $285K
|
3.96K
$459K
|
|
|
May 15, 2023
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-2.4K- 37.77% |
$273K - $285K
|
3.96K
$459K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.41K- 22.14% |
$273K - $285K
|
8.47K
$981K
|
|
|
Apr 07, 2023
Q1 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-2.49K- 26.52% |
$283K - $295K
|
6.9K
$800K
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.6K- 23.91% |
$295K - $308K
|
8.28K
$959K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-2.72K- 4.8% |
$309K - $322K
|
53.9K
$6.25M
|
|
|
May 05, 2023
Q1 2023
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-2.84K- 25.78% |
$322K - $336K
|
8.16K
$946K
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-3.05K- 42.34% |
$346K - $361K
|
4.15K
$481K
|
|
|
Apr 12, 2023
Q1 2023
|
Country Club Bank
|
SELL
|
- |
-3.07K- 19.67% |
$349K - $364K
|
12.5K
$1.45M
|
|
|
Apr 27, 2023
Q1 2023
|
Mackay Shields LLC
|
SELL
|
- |
-3.11K- 50.24% |
$353K - $368K
|
3.08K
$357K
|
|
|
Apr 25, 2023
Q1 2023
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-3.13K- 10.21% |
$356K - $371K
|
27.6K
$3.19M
|
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-3.31K- 5.48% |
$376K - $392K
|
57.1K
$6.62M
|
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-3.45K- 60.27% |
$392K - $409K
|
2.27K
$264K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-3.6K- 75.0% |
$409K - $426K
|
1.2K
$139K
|
|
|
May 15, 2023
Q1 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-3.68K- 58.78% |
$418K - $436K
|
2.58K
$299K
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-3.95K- 30.72% |
$448K - $468K
|
8.91K
$1.03M
|
|
|
May 15, 2023
Q1 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-4.19K- 3.34% |
$476K - $496K
|
121K
$14M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4.21K- 11.63% |
$478K - $499K
|
32K
$3.71M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.31K- 36.38% |
$490K - $511K
|
7.54K
$874K
|
|
|
May 04, 2023
Q1 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-4.34K- 15.88% |
$493K - $514K
|
23K
$2.67M
|
|
|
May 09, 2023
Q1 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-4.79K- 34.8% |
$544K - $567K
|
8.97K
$1.04M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.81K- 3.28% |
$546K - $569K
|
142K
$16.4M
|
|
|
May 04, 2023
Q1 2023
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-4.9K- 14.81% |
$557K - $580K
|
28.2K
$3.27M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.14K- 2.99% |
$584K - $609K
|
167K
$19.4M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.16K- 15.29% |
$586K - $611K
|
28.6K
$3.32M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-5.25K- 29.8% |
$596K - $621K
|
12.4K
$1.43M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-6.41K- 6.13% |
$728K - $759K
|
98.1K
$11.4M
|
|
|
Apr 26, 2023
Q1 2023
|
Dock Street Asset Management Inc
|
SELL
|
- |
-6.54K- 12.3% |
$742K - $774K
|
46.6K
$5.4M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7.13K- 15.86% |
$809K - $844K
|
37.8K
$4.38M
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-7.14K- 33.2% |
$811K - $846K
|
14.4K
$1.66M
|
|
|
Jul 06, 2023
Q1 2023
|
Ballew Advisors, Inc
|
SELL
|
- |
-7.23K- 35.03% |
$821K - $856K
|
13.4K
$1.55M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-7.7K- 78.16% |
$875K - $912K
|
2.15K
$249K
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-7.79K- 19.4% |
$885K - $922K
|
32.4K
$3.75M
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-7.86K- 26.54% |
$892K - $930K
|
21.8K
$2.52M
|
|
|
May 15, 2023
Q1 2023
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-8.26K- 11.58% |
$938K - $978K
|
63.1K
$7.31M
|
|
|
May 09, 2023
Q1 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-10.4K- 95.97% |
$1.18M - $1.23M
|
436
$50.5K
|