Purchases and Sales Made in Q3 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 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
Oct 17, 2023 Q3 2023
Lauer Wealth, LLC

Valparaiso, IN
BUY
 -
290
+ 0.67%
$32.7K - $33.7K
43.7K $5.05M
Nov 13, 2023 Q3 2023
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
280
New
$31.6K - $32.5K
280 $32.4K
Nov 07, 2023 Q3 2023
Merit Financial Group, LLC

BUY
 -
252
+ 12.78%
$28.4K - $29.3K
2.22K $257K
Oct 27, 2023 Q3 2023
First Horizon Advisors, Inc.

BUY
 -
250
+ 14.01%
$28.2K - $29K
2.04K $235K
Oct 13, 2023 Q3 2023
Advance Capital Management, Inc.

Southfield, MI
BUY
 -
250
+ 8.03%
$28.2K - $29K
3.37K $389K
Nov 01, 2023 Q3 2023
Wealthfront Advisers LLC

BUY
 -
250
+ 5.75%
$28.2K - $29K
4.6K $531K
Nov 02, 2023 Q3 2023
Wayfinding Financial, LLC

Lynnwood, WA
BUY
 -
229
+ 9.84%
$25.8K - $26.6K
2.56K $295K
Nov 13, 2023 Q3 2023
West Hill Financial Advisors, Inc.

BUY
 -
228
+ 9.38%
$25.7K - $26.5K
2.66K $307K
Nov 09, 2023 Q3 2023
Nemes Rush Group LLC

Novi, MI
BUY
 -
220
New
$24.8K - $25.6K
220 $25.4K
Oct 13, 2023 Q3 2023
Ritholtz Wealth Management

BUY
 -
216
+ 1.19%
$24.4K - $25.1K
18.4K $2.13M
Nov 13, 2023 Q3 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
207
+ 38.91%
$23.3K - $24K
739 $85.4K
Nov 13, 2023 Q3 2023
Steward Partners Investment Advisory, LLC

BUY
 -
200
+ 25.13%
$22.6K - $23.2K
996 $115K
Oct 26, 2023 Q3 2023
Nbt Bank N A

BUY
 -
190
+ 2.1%
$21.4K - $22.1K
9.23K $1.07M
Oct 10, 2023 Q3 2023
Centennial Wealth Advisory LLC

BUY
 -
186
+ 0.68%
$21K - $21.6K
27.5K $3.18M
Oct 19, 2023 Q3 2023
Mcf Advisors LLC

Covington, KY
BUY
 -
171
New
$19.3K - $19.9K
171 $19.8K
Oct 13, 2023 Q3 2023
Avidian Wealth Solutions, LLC

BUY
 -
157
+ 1.31%
$17.7K - $18.2K
12.2K $1.41M
Nov 13, 2023 Q3 2023
Valley National Advisers Inc

BUY
 -
157
New
$17.7K - $18.2K
157 $18.1K
Oct 25, 2023 Q3 2023
ETF Store, Inc.

BUY
 -
142
+ 0.41%
$16K - $16.5K
34.9K $4.03M
Oct 18, 2023 Q3 2023
Private Trust CO Na

BUY
 -
128
+ 7.54%
$14.4K - $14.9K
1.83K $211K
Nov 01, 2023 Q3 2023
Investors Research Corp

BUY
 -
128
+ 7.09%
$14.4K - $14.9K
1.93K $223K
Nov 15, 2023 Q3 2023
Team Financial Group, LLC

Temecula, CA
BUY
 -
123
New
$13.9K - $14.3K
123 $14.2K
Oct 11, 2023 Q3 2023
Geneos Wealth Management Inc.

BUY
 -
117
+ 8.78%
$13.2K - $13.6K
1.45K $167K
Oct 10, 2023 Q3 2023
Omega Financial Group, LLC

BUY
 -
116
+ 1.82%
$13.1K - $13.5K
6.47K $748K
Oct 16, 2023 Q3 2023
Stanley Laman Group, Ltd.

Berwyn, PA
BUY
 -
115
+ 5.53%
$13K - $13.4K
2.19K $254K
Nov 08, 2023 Q3 2023
Argent Advisors, Inc.

Monroe, LA
BUY
 -
109
+ 2.33%
$12.3K - $12.7K
4.78K $552K
Oct 25, 2023 Q3 2023
Fortune Financial Advisors, LLC

Overland Park, KS
BUY
 -
105
+ 0.45%
$11.8K - $12.2K
23.2K $2.68M
Nov 14, 2023 Q3 2023
Family Management Corp

New York, NY
BUY
 -
93
New
$10.5K - $10.8K
93 $10.7K
Nov 08, 2023 Q3 2023
Element Wealth, LLC

BUY
 -
91
+ 1.68%
$10.3K - $10.6K
5.51K $637K
Oct 27, 2023 Q3 2023
Center For Asset Management LLC

BUY
 -
90
+ 1.06%
$10.1K - $10.5K
8.58K $991K
Nov 13, 2023 Q3 2023
Lgl Partners, LLC

West Conshohocken, PA
BUY
 -
85
+ 0.6%
$9.58K - $9.87K
14.2K $1.65M
Nov 13, 2023 Q3 2023
Fft Wealth Management LLC

West Conshohocken, PA
BUY
 -
85
+ 0.6%
$9.58K - $9.87K
14.2K $1.65M
Nov 13, 2023 Q3 2023
Alpha Core Capital LLC

La Jolla, CA
BUY
 -
85
+ 340.0%
$9.58K - $9.87K
110 $12.7K
Oct 24, 2023 Q3 2023
Bank Hapoalim Bm

BUY
 -
83
+ 0.37%
$9.36K - $9.64K
22.4K $2.58M
Oct 27, 2023 Q3 2023
Dt Investment Partners, LLC

BUY
 -
69
+ 6.27%
$7.78K - $8.01K
1.17K $135K
Nov 01, 2023 Q3 2023
Renasant Bank

BUY
 -
62
+ 2.08%
$6.99K - $7.2K
3.04K $351K
Oct 17, 2023 Q3 2023
Park Place Capital Corp

Birmingham, AL
BUY
 -
62
+ 1.6%
$6.99K - $7.2K
3.93K $454K
Oct 12, 2023 Q3 2023
Fifth Third Securities, Inc.

BUY
 -
61
+ 0.49%
$6.88K - $7.08K
12.4K $1.44M
Oct 10, 2023 Q3 2023
Webster Bank, N. A.

BUY
 -
60
New
$6.77K - $6.97K
60 $6.93K
Nov 27, 2023 Q3 2023
Trust CO Of Vermont

BUY
 -
57
New
$6.43K - $6.62K
57 $6.59K
Oct 25, 2023 Q3 2023
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
49
+ 3.25%
$5.53K - $5.69K
1.56K $180K
Oct 18, 2023 Q3 2023
Signature Securities Group Corporation

BUY
 -
48
+ 2.52%
$5.41K - $5.57K
1.95K $226K
Nov 13, 2023 Q3 2023
Fortis Advisors, LLC

King Of Prussia, PA
BUY
 -
44
New
$4.96K - $5.11K
44 $5.08K
Nov 06, 2023 Q3 2023
Hudock, Inc.

BUY
 -
44
+ 1.8%
$4.96K - $5.11K
2.49K $288K
Nov 03, 2023 Q3 2023
Larson Financial Group LLC

BUY
 -
41
+ 68.33%
$4.62K - $4.76K
101 $11.7K
Nov 06, 2023 Q3 2023
Kc Investment Advisors, LLC

Wichita, KS
BUY
 -
37
+ 2.04%
$4.17K - $4.3K
1.86K $214K
Nov 03, 2023 Q3 2023
Ever Source Wealth Advisors, LLC

BUY
 -
35
+ 0.69%
$3.95K - $4.06K
5.14K $594K
Oct 10, 2023 Q3 2023
Goal Vest Advisory LLC

BUY
 -
30
New
$3.38K - $3.48K
30 $3.47K
Oct 12, 2023 Q3 2023
Hibernia Wealth Partners, LLC

Baton Rouge, LA
BUY
 -
28
New
$3.16K - $3.25K
28 $3.24K
Nov 14, 2023 Q3 2023
Baker Avenue Asset Management, LP

BUY
 -
20
+ 100.0%
$2.26K - $2.32K
40 $4.62K

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