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 10, 2024
Q1 2024
|
Parkside Advisors LLC
|
BUY
|
- |
3.34K+ 1.43% |
$384K - $393K
|
236K
$27.5M
|
|
|
May 13, 2024
Q1 2024
|
Retirement Capital Strategies
|
BUY
|
- |
3.32KNew |
$382K - $390K
|
3.32K
$386K
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.27K+ 6.03% |
$376K - $384K
|
57.4K
$6.67M
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3.22KNew |
$370K - $379K
|
3.22K
$374K
|
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
3.21K+ 2.4% |
$369K - $377K
|
137K
$15.9M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.17K+ 6.67% |
$364K - $372K
|
50.7K
$5.89M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.14K+ 161.65% |
$361K - $370K
|
5.09K
$591K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.14K+ 0.48% |
$361K - $369K
|
653K
$75.9M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.05K+ 33.86% |
$350K - $358K
|
12K
$1.4M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.95K+ 16.78% |
$339K - $347K
|
20.5K
$2.39M
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
2.95KNew |
$339K - $347K
|
2.95K
$343K
|
|
|
May 10, 2024
Q1 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
2.87K+ 58.75% |
$330K - $338K
|
7.77K
$902K
|
|
|
Apr 24, 2024
Q1 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
2.77K+ 46.87% |
$319K - $326K
|
8.69K
$1.01M
|
|
|
May 07, 2024
Q1 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
2.56K+ 7.63% |
$294K - $301K
|
36.1K
$4.19M
|
|
|
May 03, 2024
Q1 2024
|
Rede Wealth, LLC
|
BUY
|
- |
2.55K+ 81.97% |
$293K - $300K
|
5.66K
$658K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.52K+ 85.97% |
$289K - $296K
|
5.45K
$633K
|
|
|
May 03, 2024
Q1 2024
|
Forte Asset Management LLC
|
BUY
|
- |
2.5KNew |
$287K - $294K
|
2.5K
$291K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
2.38K+ 1.27% |
$273K - $279K
|
190K
$22M
|
|
|
May 06, 2024
Q1 2024
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
2.37KNew |
$272K - $279K
|
2.37K
$275K
|
|
|
Apr 11, 2024
Q1 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
2.36KNew |
$271K - $277K
|
2.36K
$274K
|
|
|
Apr 19, 2024
Q1 2024
|
Donald L. Hagan, LLC
|
BUY
|
- |
2.35K+ 39.44% |
$270K - $276K
|
8.3K
$965K
|
|
|
May 15, 2024
Q1 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
2.29K+ 9.24% |
$263K - $269K
|
27.1K
$3.15M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.18KNew |
$251K - $257K
|
2.18K
$254K
|
|
|
May 07, 2024
Q1 2024
|
Sather Financial Group Inc
|
BUY
|
- |
2.18KNew |
$251K - $257K
|
2.18K
$254K
|
|
|
Apr 19, 2024
Q1 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
2.16K+ 30.4% |
$248K - $254K
|
9.27K
$1.08M
|
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
2.15K+ 13.53% |
$248K - $253K
|
18.1K
$2.1M
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2.11KNew |
$242K - $247K
|
2.11K
$245K
|
|
|
May 23, 2024
Q1 2024
|
Community Trust & Investment CO
|
BUY
|
- |
2.02K+ 6.33% |
$232K - $237K
|
33.9K
$3.94M
|
|
|
Apr 26, 2024
Q1 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
1.97K+ 1.82% |
$226K - $232K
|
110K
$12.8M
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.93K+ 37.98% |
$221K - $226K
|
6.99K
$813K
|
|
|
May 10, 2024
Q1 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
1.9K+ 42.79% |
$219K - $224K
|
6.35K
$738K
|
|
|
Sep 04, 2024
Q1 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
1.9K+ 42.79% |
$219K - $224K
|
6.35K
$738K
|
|
|
Apr 23, 2024
Q1 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
1.9K+ 8.11% |
$218K - $223K
|
25.3K
$2.94M
|
|
|
Apr 19, 2024
Q1 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
1.88KNew |
$216K - $221K
|
1.88K
$218K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.87KNew |
$214K - $219K
|
1.87K
$217K
|
|
|
Apr 23, 2024
Q1 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
1.86KNew |
$214K - $219K
|
1.86K
$216K
|
|
|
May 01, 2024
Q1 2024
|
Janney Capital Management LLC
|
BUY
|
- |
1.86KNew |
$213K - $218K
|
1.86K
$216K
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.85KNew |
$212K - $217K
|
1.85K
$215K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
1.84KNew |
$212K - $216K
|
1.84K
$214K
|
|
|
Apr 19, 2024
Q1 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
1.81KNew |
$208K - $213K
|
1.81K
$211K
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
BUY
|
- |
1.81K+ 4.11% |
$208K - $213K
|
45.8K
$5.33M
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
1.78KNew |
$204K - $209K
|
1.78K
$206K
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.74K+ 4.99% |
$200K - $204K
|
36.6K
$4.25M
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.68KNew |
$193K - $198K
|
1.68K
$195K
|
|
|
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
1.61K+ 92.22% |
$185K - $189K
|
3.36K
$390K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.58K+ 47.3% |
$181K - $185K
|
4.91K
$571K
|
|
|
Apr 15, 2024
Q1 2024
|
Edge Wealth Management LLC
|
BUY
|
- |
1.58K+ 9.91% |
$181K - $185K
|
17.5K
$2.03M
|
|
|
Apr 22, 2024
Q1 2024
|
Tap Consulting, LLC
|
BUY
|
- |
1.54K+ 11.54% |
$177K - $181K
|
14.9K
$1.73M
|
|
|
May 10, 2024
Q1 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
1.53K+ 14.5% |
$176K - $180K
|
12.1K
$1.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
1.5K+ 82.35% |
$173K - $177K
|
3.33K
$386K
|