Purchases and Sales Made in Q1 2024 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 2024. 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 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
538K+ 21.5% |
$61.8M - $63.2M
|
3.04M
$353M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
538K+ 21.5% |
$61.8M - $63.2M
|
3.04M
$353M
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
467KNew |
$53.7M - $54.9M
|
467K
$54.2M
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
359K+ 13.4% |
$41.3M - $42.2M
|
3.04M
$353M
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
332K+ 25.35% |
$38.1M - $39M
|
1.64M
$191M
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
323KNew |
$37.2M - $38M
|
323K
$37.6M
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
319K+ 781.29% |
$36.7M - $37.5M
|
360K
$41.8M
|
|
May 14, 2024
Q1 2024
|
Teilinger Capital Ltd.
Houston, TX |
BUY
|
- |
269KNew |
$30.9M - $31.6M
|
269K
$31.3M
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
242K+ 10.87% |
$27.9M - $28.5M
|
2.47M
$287M
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
183K+ 268.6% |
$21M - $21.5M
|
251K
$29.2M
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
176K+ 1.87% |
$20.2M - $20.7M
|
9.58M
$1.11B
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
174K+ 15.29% |
$20M - $20.4M
|
1.31M
$152M
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
169K+ 3.38% |
$19.4M - $19.9M
|
5.16M
$600M
|
|
May 13, 2024
Q1 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
157K+ 62.77% |
$18M - $18.4M
|
406K
$47.2M
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
148K+ 7.87% |
$17M - $17.3M
|
2.02M
$235M
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
142K+ 80.32% |
$16.3M - $16.7M
|
319K
$37M
|
|
Apr 23, 2024
Q1 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
126KNew |
$14.4M - $14.8M
|
126K
$14.6M
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
121K+ 599.64% |
$13.9M - $14.2M
|
141K
$16.4M
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
115K+ 219.92% |
$13.2M - $13.5M
|
167K
$19.4M
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
115K+ 583.26% |
$13.2M - $13.5M
|
134K
$15.6M
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
104KNew |
$11.9M - $12.2M
|
104K
$12M
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
98.9K+ 15.73% |
$11.4M - $11.6M
|
728K
$84.5M
|
|
May 10, 2024
Q1 2024
|
Banco Santander, S.A.
|
BUY
|
- |
93.1K+ 25.41% |
$10.7M - $10.9M
|
460K
$53.4M
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
89.3K+ 45.28% |
$10.3M - $10.5M
|
287K
$33.3M
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
87.5K+ 5442.16% |
$10.1M - $10.3M
|
89.1K
$10.4M
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
77.6K+ 249.09% |
$8.92M - $9.12M
|
109K
$12.6M
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
76.5K+ 34.86% |
$8.8M - $9M
|
296K
$34.4M
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
70.1K+ 5.94% |
$8.06M - $8.24M
|
1.25M
$145M
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
65.6K+ 468.1% |
$7.54M - $7.71M
|
79.6K
$9.25M
|
|
May 15, 2024
Q1 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
64.4KNew |
$7.41M - $7.57M
|
64.4K
$7.49M
|
|
Apr 23, 2024
Q1 2024
|
Mason & Associates Inc
|
BUY
|
- |
61.6KNew |
$7.09M - $7.25M
|
61.6K
$7.16M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
60.2K+ 3.3% |
$6.92M - $7.08M
|
1.88M
$219M
|
|
May 07, 2024
Q1 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
59.5K+ 12.65% |
$6.84M - $6.99M
|
530K
$61.6M
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
58.6K+ 97.44% |
$6.74M - $6.89M
|
119K
$13.8M
|
|
May 13, 2024
Q1 2024
|
First American Trust, Fsb
|
BUY
|
- |
55.5KNew |
$6.38M - $6.52M
|
55.5K
$6.45M
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
53.9KNew |
$6.2M - $6.34M
|
53.9K
$6.26M
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
52.4K+ 1.26% |
$6.03M - $6.16M
|
4.21M
$489M
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
50.3K+ 240.71% |
$5.78M - $5.91M
|
71.2K
$8.27M
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
49.9K+ 2043.55% |
$5.74M - $5.87M
|
52.4K
$6.08M
|
|
Apr 01, 2024
Q1 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
48.9KNew |
$5.62M - $5.74M
|
48.9K
$5.68M
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
44.3KNew |
$5.09M - $5.21M
|
44.3K
$5.15M
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
43.3K+ 4.28% |
$4.98M - $5.09M
|
1.06M
$123M
|
|
May 02, 2024
Q1 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
41.2K+ 19.89% |
$4.74M - $4.85M
|
249K
$28.9M
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
40.1K+ 21.48% |
$4.61M - $4.71M
|
227K
$26.4M
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
40.1K+ 123.01% |
$4.61M - $4.71M
|
72.6K
$8.44M
|
|
May 01, 2024
Q1 2024
|
Centric Wealth Management
|
BUY
|
- |
39.8KNew |
$4.57M - $4.67M
|
39.8K
$4.62M
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
38.9K+ 150.61% |
$4.47M - $4.58M
|
64.8K
$7.53M
|
|
May 14, 2024
Q1 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
38.6KNew |
$4.44M - $4.53M
|
38.6K
$4.48M
|
|
May 15, 2024
Q1 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
33.6KNew |
$3.86M - $3.95M
|
33.6K
$3.9M
|
|
May 15, 2024
Q1 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
32.3KNew |
$3.71M - $3.8M
|
32.3K
$3.75M
|