Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.22M+ 72.99% |
$814M - $838M
|
17.1M
$1.98B
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
799K+ 33.03% |
$90.1M - $92.8M
|
3.22M
$372M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
636K+ 21.24% |
$71.8M - $73.9M
|
3.63M
$420M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
546K+ 144.1% |
$61.6M - $63.4M
|
925K
$107M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
498K+ 23.68% |
$56.2M - $57.9M
|
2.6M
$301M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
447K+ 3188.88% |
$50.4M - $51.9M
|
461K
$53.3M
|
|
|
Jun 17, 2024
Q3 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
377K+ 585.33% |
$42.5M - $43.8M
|
442K
$51M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
356K+ 337.42% |
$40.1M - $41.3M
|
461K
$53.3M
|
|
|
Oct 31, 2023
Q3 2023
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
342K+ 24.29% |
$38.6M - $39.8M
|
1.75M
$202M
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
290K+ 1351.7% |
$32.7M - $33.7M
|
312K
$36M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
258K+ 10.88% |
$29.1M - $29.9M
|
2.63M
$304M
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
208KNew |
$23.4M - $24.1M
|
208K
$24M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
194K+ 895.61% |
$21.9M - $22.6M
|
216K
$25M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
183KNew |
$20.6M - $21.2M
|
183K
$21.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
181KNew |
$20.4M - $21M
|
181K
$20.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
159K+ 14.88% |
$17.9M - $18.4M
|
1.23M
$142M
|
|
|
Oct 13, 2023
Q3 2023
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
156KNew |
$17.6M - $18.1M
|
156K
$18M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
151K+ 41.9% |
$17M - $17.5M
|
511K
$59M
|
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
139KNew |
$15.7M - $16.2M
|
139K
$16.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
136KNew |
$15.4M - $15.8M
|
136K
$15.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
127K+ 6.41% |
$14.3M - $14.7M
|
2.1M
$243M
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
115K+ 2.79% |
$13M - $13.3M
|
4.24M
$489M
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
107K+ 23.63% |
$12.1M - $12.4M
|
560K
$64.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
98K+ 28.65% |
$11M - $11.4M
|
440K
$50.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
92.3K+ 11.42% |
$10.4M - $10.7M
|
901K
$104M
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
85.7K+ 754.06% |
$9.67M - $9.96M
|
97.1K
$11.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
82.7K+ 15.71% |
$9.32M - $9.6M
|
609K
$70.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
82.7KNew |
$9.32M - $9.6M
|
82.7K
$9.55M
|
|
|
Dec 04, 2023
Q3 2023
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
78.6KNew |
$8.87M - $9.13M
|
78.6K
$9.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
78.1KNew |
$8.81M - $9.07M
|
78.1K
$9.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
75.7K+ 6.32% |
$8.54M - $8.79M
|
1.27M
$147M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
73.1K+ 62.99% |
$8.24M - $8.49M
|
189K
$21.9M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
67.9K+ 3.58% |
$7.66M - $7.89M
|
1.97M
$227M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
66.9K+ 1.68% |
$7.54M - $7.77M
|
4.04M
$467M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
65.3K+ 60.96% |
$7.37M - $7.59M
|
173K
$19.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
62.6K+ 78.85% |
$7.06M - $7.27M
|
142K
$16.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
61.5K+ 42.16% |
$6.93M - $7.14M
|
207K
$23.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
58.5K+ 203.69% |
$6.59M - $6.79M
|
87.2K
$10.1M
|
|
|
Oct 12, 2023
Q3 2023
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
54.7K+ 43.31% |
$6.17M - $6.36M
|
181K
$20.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
52.1K+ 20.81% |
$5.87M - $6.05M
|
302K
$34.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
48.4KNew |
$5.46M - $5.62M
|
48.4K
$5.59M
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
48.3K+ 979.84% |
$5.45M - $5.61M
|
53.2K
$6.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
45.4KNew |
$5.12M - $5.27M
|
45.4K
$5.24M
|
|
|
Nov 06, 2023
Q3 2023
|
Matson Money. Inc.
|
BUY
|
- |
41.8K+ 2.94% |
$4.72M - $4.86M
|
1.47M
$169M
|
|
|
Nov 01, 2023
Q3 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
36.9K+ 10.24% |
$4.16M - $4.28M
|
397K
$45.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group Ltd.
Dublin, L2 |
BUY
|
- |
35.8KNew |
$4.04M - $4.16M
|
35.8K
$4.14M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
35.5KNew |
$4M - $4.12M
|
35.5K
$4.1M
|
|
|
Nov 01, 2023
Q3 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
33.3K+ 6689.56% |
$3.76M - $3.87M
|
33.8K
$3.91M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
32.6K+ 30.39% |
$3.67M - $3.78M
|
140K
$16.1M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
30.5K+ 50.06% |
$3.44M - $3.55M
|
91.6K
$10.6M
|