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 23, 2024
Q1 2024
|
Summa Corp.
Tomball, TX |
BUY
|
- |
1.5K+ 38.76% |
$172K - $176K
|
5.37K
$624K
|
|
|
May 13, 2024
Q1 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
1.4K+ 9.33% |
$161K - $165K
|
16.4K
$1.91M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.36K+ 35.14% |
$156K - $160K
|
5.22K
$606K
|
|
|
Apr 19, 2024
Q1 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
1.32K+ 3.42% |
$152K - $156K
|
40K
$4.64M
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.29K+ 3.72% |
$148K - $152K
|
36K
$4.18M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.22K+ 3.75% |
$140K - $143K
|
33.6K
$3.91M
|
|
|
Apr 12, 2024
Q1 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
1.15K+ 42.4% |
$132K - $135K
|
3.85K
$447K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.1K+ 21.43% |
$126K - $129K
|
6.23K
$724K
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.1K+ 26.52% |
$126K - $129K
|
5.24K
$609K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
1.06K+ 11.48% |
$121K - $124K
|
10.3K
$1.19M
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.05KNew |
$120K - $123K
|
1.05K
$122K
|
|
|
May 14, 2024
Q1 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
1.01K+ 39.76% |
$116K - $119K
|
3.55K
$413K
|
|
|
Apr 17, 2024
Q1 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
990+ 21.29% |
$114K - $116K
|
5.64K
$655K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
BUY
|
- |
985+ 174.65% |
$113K - $116K
|
1.55K
$180K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
980+ 33.49% |
$113K - $115K
|
3.91K
$454K
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
950+ 2.52% |
$109K - $112K
|
38.7K
$4.49M
|
|
|
May 13, 2024
Q1 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
947+ 1.92% |
$109K - $111K
|
50.4K
$5.85M
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
947+ 2.17% |
$109K - $111K
|
44.7K
$5.19M
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
895+ 5.78% |
$103K - $105K
|
16.4K
$1.9M
|
|
|
May 09, 2024
Q1 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
885+ 3.54% |
$102K - $104K
|
25.9K
$3.01M
|
|
|
May 02, 2024
Q1 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
881+ 44.47% |
$101K - $104K
|
2.86K
$333K
|
|
|
May 15, 2024
Q1 2024
|
Wit, LLC
District Of Columbia, DC |
BUY
|
- |
880New |
$101K - $103K
|
880
$102K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
868New |
$99.8K - $102K
|
868
$101K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
850+ 2.18% |
$97.7K - $99.9K
|
39.9K
$4.63M
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
846+ 39.0% |
$97.3K - $99.4K
|
3.02K
$350K
|
|
|
Apr 12, 2024
Q1 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
766+ 4.9% |
$88.1K - $90K
|
16.4K
$1.91M
|
|
|
May 09, 2024
Q1 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
752+ 0.3% |
$86.5K - $88.4K
|
254K
$29.5M
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
750New |
$86.2K - $88.2K
|
750
$87.2K
|
|
|
May 14, 2024
Q1 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
713+ 4.29% |
$82K - $83.8K
|
17.3K
$2.01M
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
713+ 62.43% |
$82K - $83.8K
|
1.86K
$216K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
690New |
$79.3K - $81.1K
|
690
$80.2K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
689+ 19.19% |
$79.2K - $81K
|
4.28K
$497K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
655+ 81.98% |
$75.3K - $77K
|
1.45K
$169K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
643+ 385.03% |
$73.9K - $75.6K
|
810
$94.1K
|
|
|
Apr 26, 2024
Q1 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
642+ 1.46% |
$73.8K - $75.5K
|
44.5K
$5.17M
|
|
|
May 15, 2024
Q1 2024
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
620+ 8.26% |
$71.3K - $72.9K
|
8.13K
$944K
|
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
612+ 1.05% |
$70.4K - $71.9K
|
58.8K
$6.84M
|
|
|
Apr 30, 2024
Q1 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
605+ 2.35% |
$69.6K - $71.1K
|
26.3K
$3.06M
|
|
|
Apr 23, 2024
Q1 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
538+ 125.12% |
$61.9K - $63.2K
|
968
$112K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
530New |
$60.9K - $62.3K
|
530
$61.6K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
514New |
$59.1K - $60.4K
|
514
$59.7K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
510+ 1.71% |
$58.6K - $59.9K
|
30.3K
$3.52M
|
|
|
May 13, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
485New |
$55.8K - $57K
|
485
$56.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
485+ 25.96% |
$55.8K - $57K
|
2.35K
$273K
|
|
|
Apr 23, 2024
Q1 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
477+ 3.1% |
$54.8K - $56.1K
|
15.9K
$1.84M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
470+ 9.15% |
$54K - $55.2K
|
5.61K
$652K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
429+ 2.18% |
$49.3K - $50.4K
|
20.1K
$2.34M
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
423New |
$48.6K - $49.7K
|
423
$49.2K
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
420+ 2.02% |
$48.3K - $49.4K
|
21.2K
$2.46M
|
|
|
May 08, 2024
Q1 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
400+ 11.16% |
$46K - $47K
|
3.98K
$463K
|