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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2024
Q1 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
7.38KNew |
$848K - $867K
|
7.38K
$857K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
6.85K+ 90.99% |
$788K - $805K
|
14.4K
$1.67M
|
|
|
May 13, 2024
Q1 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
6.7KNew |
$770K - $787K
|
6.7K
$778K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
6.2K+ 20.4% |
$713K - $729K
|
36.6K
$4.25M
|
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
6.03KNew |
$693K - $709K
|
6.03K
$701K
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
6KNew |
$689K - $705K
|
6K
$697K
|
|
|
May 01, 2024
Q1 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
5.9KNew |
$678K - $693K
|
5.9K
$685K
|
|
|
Apr 29, 2024
Q1 2024
|
ETF Store, Inc.
|
BUY
|
- |
5.86K+ 18.33% |
$674K - $689K
|
37.8K
$4.4M
|
|
|
May 14, 2024
Q1 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
5.68K+ 6.2% |
$653K - $667K
|
97.2K
$11.3M
|
|
|
May 02, 2024
Q1 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
5.55K+ 18.18% |
$638K - $652K
|
36.1K
$4.19M
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
5.54KNew |
$636K - $651K
|
5.54K
$643K
|
|
|
Apr 25, 2024
Q1 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
5.51K+ 2.8% |
$633K - $648K
|
202K
$23.5M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
5.37K+ 36.14% |
$617K - $631K
|
20.2K
$2.35M
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
5.35K+ 4.49% |
$615K - $629K
|
124K
$14.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
5.23K+ 24.28% |
$601K - $614K
|
26.7K
$3.11M
|
|
|
May 14, 2024
Q1 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
5.22K+ 50.71% |
$600K - $613K
|
15.5K
$1.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.19K+ 7.08% |
$597K - $610K
|
78.5K
$9.12M
|
|
|
Apr 10, 2024
Q1 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
5.13K+ 1.71% |
$589K - $603K
|
306K
$35.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
5.11KNew |
$588K - $601K
|
5.11K
$594K
|
|
|
May 15, 2024
Q1 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
5.04KNew |
$579K - $592K
|
5.04K
$585K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.98K+ 936.47% |
$573K - $586K
|
5.51K
$641K
|
|
|
Aug 08, 2024
Q1 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
4.95K+ 17.91% |
$569K - $581K
|
32.5K
$3.78M
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
BUY
|
- |
4.84K+ 11.58% |
$556K - $569K
|
46.6K
$5.42M
|
|
|
Apr 15, 2024
Q1 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
4.82K+ 28.15% |
$555K - $567K
|
22K
$2.55M
|
|
|
May 23, 2024
Q1 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
4.67K+ 5.61% |
$537K - $549K
|
87.9K
$10.2M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.57K+ 89.04% |
$525K - $537K
|
9.7K
$1.13M
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
BUY
|
- |
4.43KNew |
$509K - $521K
|
4.43K
$515K
|
|
|
May 14, 2024
Q1 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
4.4K+ 22.4% |
$506K - $517K
|
24.1K
$2.8M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
4.4K+ 1.09% |
$505K - $517K
|
407K
$47.3M
|
|
|
May 13, 2024
Q1 2024
|
Hc Advisors, LLC
|
BUY
|
- |
4.3K+ 11.65% |
$494K - $505K
|
41.2K
$4.79M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.23K+ 9.77% |
$486K - $497K
|
47.5K
$5.52M
|
|
|
May 13, 2024
Q1 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
4.15KNew |
$477K - $488K
|
4.15K
$482K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.12K+ 25.24% |
$474K - $484K
|
20.5K
$2.38M
|
|
|
May 15, 2024
Q1 2024
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
4.12KNew |
$473K - $484K
|
4.12K
$478K
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
4.05KNew |
$466K - $476K
|
4.05K
$470K
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
4.04KNew |
$465K - $475K
|
4.04K
$470K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
4.04KNew |
$464K - $475K
|
4.04K
$469K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.99KNew |
$459K - $469K
|
3.99K
$464K
|
|
|
May 15, 2024
Q1 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
3.93K+ 3.69% |
$451K - $461K
|
110K
$12.8M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
3.87K+ 27.8% |
$445K - $455K
|
17.8K
$2.07M
|
|
|
May 10, 2024
Q1 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
3.79K+ 46.49% |
$436K - $446K
|
11.9K
$1.39M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.71K+ 4878.95% |
$426K - $436K
|
3.78K
$440K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.6K+ 10.99% |
$414K - $424K
|
36.4K
$4.23M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.57K+ 66.77% |
$411K - $420K
|
8.92K
$1.04M
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
3.53KNew |
$406K - $415K
|
3.53K
$410K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.47K+ 69.82% |
$399K - $408K
|
8.44K
$981K
|
|
|
May 30, 2024
Q1 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
3.41K+ 37.4% |
$392K - $401K
|
12.5K
$1.46M
|
|
|
Apr 19, 2024
Q1 2024
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
3.38KNew |
$389K - $398K
|
3.38K
$393K
|
|
|
May 03, 2024
Q1 2024
|
Victory Capital Management Inc
|
BUY
|
- |
3.37K+ 0.73% |
$387K - $396K
|
463K
$53.8M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
3.35K+ 250.19% |
$385K - $394K
|
4.69K
$545K
|