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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2023
Q3 2023
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-125- 0.09% |
$14.1K - $14.5K
|
137K
$15.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-125- 5.05% |
$14.1K - $14.5K
|
2.35K
$272K
|
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-131- 91.61% |
$14.8K - $15.2K
|
12
$1.39K
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-135- 0.36% |
$15.2K - $15.7K
|
37.2K
$4.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-145- 41.91% |
$16.4K - $16.8K
|
201
$23.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-150- 2.66% |
$16.9K - $17.4K
|
5.5K
$635K
|
|
|
Nov 15, 2023
Q3 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-159- 4.21% |
$17.9K - $18.5K
|
3.62K
$418K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-164- 53.95% |
$18.5K - $19K
|
140
$16.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-169- 0.64% |
$19.1K - $19.6K
|
26.4K
$3.06M
|
|
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-172- 2.44% |
$19.4K - $20K
|
6.87K
$794K
|
|
|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-187- 1.88% |
$21.1K - $21.7K
|
9.78K
$1.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-211- 10.66% |
$23.8K - $24.5K
|
1.77K
$204K
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-213- 2.84% |
$24K - $24.7K
|
7.29K
$842K
|
|
|
Oct 13, 2023
Q3 2023
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-218- 0.18% |
$24.6K - $25.3K
|
118K
$13.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-226- 0.55% |
$25.5K - $26.2K
|
40.8K
$4.71M
|
|
|
Oct 20, 2023
Q3 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-240- 8.01% |
$27.1K - $27.9K
|
2.76K
$318K
|
|
|
Oct 20, 2023
Q3 2023
|
Bfsg, LLC
|
SELL
|
- |
-250- 4.44% |
$28.2K - $29K
|
5.38K
$621K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-251- 4.78% |
$28.3K - $29.2K
|
5K
$578K
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-260- 19.55% |
$29.3K - $30.2K
|
1.07K
$124K
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-272- 23.11% |
$30.7K - $31.6K
|
905
$105K
|
|
|
Oct 11, 2023
Q3 2023
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-295- 8.48% |
$33.3K - $34.3K
|
3.19K
$368K
|
|
|
Oct 19, 2023
Q3 2023
|
Jmac Enterprises LLC
|
SELL
|
- |
-304- 2.2% |
$34.3K - $35.3K
|
13.5K
$1.56M
|
|
|
Nov 01, 2023
Q3 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-309- 2.45% |
$34.8K - $35.9K
|
12.3K
$1.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-332- 13.03% |
$37.4K - $38.6K
|
2.22K
$256K
|
|
|
Nov 13, 2023
Q3 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-352- 2.29% |
$39.7K - $40.9K
|
15K
$1.73M
|
|
|
Oct 06, 2023
Q3 2023
|
Members Trust CO
|
SELL
|
- |
-363- 9.58% |
$40.9K - $42.2K
|
3.43K
$396K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-377- 3.34% |
$42.5K - $43.8K
|
10.9K
$1.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-396- 16.87% |
$44.7K - $46K
|
1.95K
$225K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-397- 1.98% |
$44.8K - $46.1K
|
19.6K
$2.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-407- 3.73% |
$45.9K - $47.3K
|
10.5K
$1.21M
|
|
|
Nov 02, 2023
Q3 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-413- 8.93% |
$46.6K - $48K
|
4.21K
$487K
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-414- 0.33% |
$46.7K - $48.1K
|
124K
$14.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-432- 0.83% |
$48.7K - $50.2K
|
51.4K
$5.93M
|
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-435- 1.18% |
$49.1K - $50.5K
|
36.6K
$4.23M
|
|
|
Oct 20, 2023
Q3 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-437- 4.69% |
$49.3K - $50.8K
|
8.88K
$1.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-445- 4.71% |
$50.2K - $51.7K
|
9.01K
$1.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-453- 2.87% |
$51.1K - $52.6K
|
15.3K
$1.77M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-475- 2.73% |
$53.6K - $55.2K
|
16.9K
$1.95M
|
|
|
Nov 09, 2023
Q3 2023
|
Gould Capital, LLC
|
SELL
|
- |
-508- 0.52% |
$57.3K - $59K
|
97K
$11.2M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-510- 1.47% |
$57.5K - $59.2K
|
34.2K
$3.95M
|
|
|
Oct 26, 2023
Q3 2023
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-523- 15.07% |
$59K - $60.7K
|
2.95K
$341K
|
|
|
Oct 12, 2023
Q3 2023
|
Twele Capital Management, Inc.
|
SELL
|
- |
-583- 3.53% |
$65.7K - $67.7K
|
15.9K
$1.84M
|
|
|
Oct 30, 2023
Q3 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-583- 9.04% |
$65.7K - $67.7K
|
5.86K
$678K
|
|
|
Oct 24, 2023
Q3 2023
|
Acas, LLC
|
SELL
|
- |
-587- 18.97% |
$66.2K - $68.2K
|
2.51K
$290K
|
|
|
Nov 06, 2023
Q3 2023
|
Wrapmanager Inc
|
SELL
|
- |
-601- 1.96% |
$67.8K - $69.8K
|
30.1K
$3.47M
|
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-603- 23.66% |
$68K - $70K
|
1.95K
$225K
|
|
|
Oct 23, 2023
Q3 2023
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-616- 3.9% |
$69.5K - $71.5K
|
15.2K
$1.75M
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-624- 9.77% |
$70.4K - $72.5K
|
5.76K
$666K
|
|
|
Nov 01, 2023
Q3 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-624- 5.37% |
$70.4K - $72.5K
|
11K
$1.27M
|
|
|
Oct 18, 2023
Q3 2023
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-626- 24.48% |
$70.6K - $72.7K
|
1.93K
$223K
|