Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.58K+ 11.07% |
$183K - $189K
|
15.9K
$1.84M
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.52K+ 15.18% |
$175K - $180K
|
11.5K
$1.33M
|
|
|
Jul 17, 2023
Q2 2023
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
1.51K+ 11.15% |
$174K - $180K
|
15.1K
$1.74M
|
|
|
Jul 25, 2023
Q2 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
1.51K+ 63.89% |
$174K - $180K
|
3.87K
$449K
|
|
|
Jul 25, 2023
Q2 2023
|
Dock Street Asset Management Inc
|
BUY
|
- |
1.46K+ 3.13% |
$168K - $174K
|
48.1K
$5.57M
|
|
|
Jul 17, 2023
Q2 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
1.39K+ 52.28% |
$160K - $165K
|
4.03K
$467K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.33KNew |
$153K - $158K
|
1.33K
$154K
|
|
|
Jul 27, 2023
Q2 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
1.23K+ 19.09% |
$142K - $146K
|
7.67K
$888K
|
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.12K+ 0.89% |
$130K - $134K
|
128K
$14.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
1.12K+ 0.08% |
$129K - $133K
|
1.41M
$163M
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.03K+ 6.05% |
$119K - $123K
|
18.1K
$2.1M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.01K+ 8.71% |
$117K - $121K
|
12.7K
$1.47M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.01K+ 26.43% |
$116K - $120K
|
4.81K
$558K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
995+ 193.58% |
$115K - $118K
|
1.51K
$175K
|
|
|
Aug 07, 2023
Q2 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
946+ 16.18% |
$109K - $113K
|
6.79K
$787K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
940+ 45.63% |
$108K - $112K
|
3K
$348K
|
|
|
Jul 28, 2023
Q2 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
922+ 14.01% |
$106K - $110K
|
7.51K
$870K
|
|
|
Jul 07, 2023
Q2 2023
|
Divergent Wealth Advisors
|
BUY
|
- |
882+ 6.33% |
$102K - $105K
|
14.8K
$1.72M
|
|
|
Aug 04, 2023
Q2 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
863+ 27.12% |
$99.4K - $103K
|
4.05K
$469K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
818+ 7.57% |
$94.3K - $97.4K
|
11.6K
$1.35M
|
|
|
Aug 08, 2023
Q2 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
817+ 0.57% |
$94.1K - $97.3K
|
145K
$16.8M
|
|
|
Jul 24, 2023
Q2 2023
|
Financial Services Advisory Inc
|
BUY
|
- |
813+ 9.27% |
$93.7K - $96.8K
|
9.59K
$1.11M
|
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
BUY
|
- |
779+ 16.79% |
$89.8K - $92.7K
|
5.42K
$628K
|
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
758New |
$87.3K - $90.2K
|
758
$87.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
756+ 37.08% |
$87.1K - $90K
|
2.8K
$324K
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
730+ 19.51% |
$84.1K - $86.9K
|
4.47K
$518K
|
|
|
Aug 10, 2023
Q2 2023
|
Sbb Research Group LLC
|
BUY
|
- |
722+ 24.98% |
$83.2K - $85.9K
|
3.61K
$419K
|
|
|
Aug 08, 2023
Q2 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
714+ 12.71% |
$82.3K - $85K
|
6.33K
$734K
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
554+ 4.48% |
$63.8K - $65.9K
|
12.9K
$1.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Pacific Financial Group Inc
|
BUY
|
- |
531+ 5.52% |
$61.2K - $63.2K
|
10.2K
$1.18M
|
|
|
Aug 07, 2023
Q2 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
526+ 3.54% |
$60.6K - $62.6K
|
15.4K
$1.78M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
484+ 0.15% |
$55.8K - $57.6K
|
329K
$38.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
469+ 0.99% |
$54K - $55.8K
|
47.9K
$5.55M
|
|
|
Jul 24, 2023
Q2 2023
|
Center For Asset Management LLC
|
BUY
|
- |
463+ 5.77% |
$53.4K - $55.1K
|
8.49K
$984K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
426+ 7.33% |
$49.1K - $50.7K
|
6.24K
$723K
|
|
|
Aug 11, 2023
Q2 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
425+ 2.59% |
$49K - $50.6K
|
16.9K
$1.95M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
410+ 31.83% |
$47.2K - $48.8K
|
1.7K
$197K
|
|
|
Jul 17, 2023
Q2 2023
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
377+ 0.68% |
$43.4K - $44.9K
|
56.2K
$6.51M
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
374+ 16.45% |
$43.1K - $44.5K
|
2.65K
$307K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
373+ 1.71% |
$43K - $44.4K
|
22.2K
$2.58M
|
|
|
Jul 13, 2023
Q2 2023
|
Gen Wealth Group, Inc.
|
BUY
|
- |
363+ 3.71% |
$41.8K - $43.2K
|
10.1K
$1.17M
|
|
|
Jul 10, 2023
Q2 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
351+ 5.59% |
$40.4K - $41.8K
|
6.63K
$768K
|
|
|
Aug 07, 2023
Q2 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
350+ 3.18% |
$40.3K - $41.7K
|
11.3K
$1.31M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
348+ 3.41% |
$40.1K - $41.4K
|
10.6K
$1.22M
|
|
|
Jul 27, 2023
Q2 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
337New |
$38.8K - $40.1K
|
337
$39.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
334+ 10.79% |
$38.5K - $39.8K
|
3.43K
$397K
|
|
|
Aug 07, 2023
Q2 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
325+ 1.03% |
$37.4K - $38.7K
|
31.8K
$3.68M
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
320New |
$36.9K - $38.1K
|
320
$37.1K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
319New |
$36.8K - $38K
|
319
$37K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
307+ 451.47% |
$35.4K - $36.5K
|
375
$43.5K
|