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 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-72- 92.31% |
$8.28K - $8.46K
|
6
$697
|
|
|
Apr 05, 2024
Q1 2024
|
Martin Capital Partners, LLC
|
SELL
|
- |
-73- 0.68% |
$8.39K - $8.58K
|
10.6K
$1.24M
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
SELL
|
- |
-80- 3.38% |
$9.2K - $9.4K
|
2.29K
$266K
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
SELL
|
- |
-83- 3.55% |
$9.54K - $9.76K
|
2.26K
$262K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-100- 19.05% |
$11.5K - $11.8K
|
425
$49.4K
|
|
|
Apr 16, 2024
Q1 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-110- 18.74% |
$12.6K - $12.9K
|
477
$55.4K
|
|
|
Apr 29, 2024
Q1 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-115- 76.67% |
$13.2K - $13.5K
|
35
$4.07K
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-123- 0.51% |
$14.1K - $14.5K
|
23.8K
$2.76M
|
|
|
May 15, 2024
Q1 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-124- 1.33% |
$14.3K - $14.6K
|
9.18K
$1.07M
|
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-139- 5.77% |
$16K - $16.3K
|
2.27K
$264K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-144- 55.38% |
$16.6K - $16.9K
|
116
$13.5K
|
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-145- 3.65% |
$16.7K - $17K
|
3.83K
$445K
|
|
|
Apr 30, 2024
Q1 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-148- 5.04% |
$17K - $17.4K
|
2.79K
$324K
|
|
|
Apr 29, 2024
Q1 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-152- 0.16% |
$17.5K - $17.9K
|
93.3K
$10.8M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-165- 4.43% |
$19K - $19.4K
|
3.56K
$414K
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-170- 3.65% |
$19.5K - $20K
|
4.49K
$521K
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-175- 0.35% |
$20.1K - $20.6K
|
50.2K
$5.84M
|
|
|
Apr 11, 2024
Q1 2024
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-178- 7.05% |
$20.5K - $20.9K
|
2.35K
$273K
|
|
|
May 13, 2024
Q1 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-184- 3.79% |
$21.2K - $21.6K
|
4.67K
$543K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-191- 0.23% |
$22K - $22.5K
|
82.8K
$9.62M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-196- 7.42% |
$22.5K - $23K
|
2.45K
$284K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-196- 73.68% |
$22.5K - $23K
|
70
$8.13K
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-199- 2.04% |
$22.9K - $23.4K
|
9.54K
$1.11M
|
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
SELL
|
- |
-211- 9.81% |
$24.3K - $24.8K
|
1.94K
$225K
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-221- 10.47% |
$25.4K - $26K
|
1.89K
$220K
|
|
|
Apr 11, 2024
Q1 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-225- 1.4% |
$25.9K - $26.4K
|
15.9K
$1.84M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-234- 75.73% |
$26.9K - $27.5K
|
75
$8.72K
|
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-234- 6.47% |
$26.9K - $27.5K
|
3.39K
$393K
|
|
|
May 02, 2024
Q1 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-252- 26.53% |
$29K - $29.6K
|
698
$81.1K
|
|
|
May 01, 2024
Q1 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-256- 11.52% |
$29.4K - $30.1K
|
1.97K
$228K
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-261- 1.31% |
$30K - $30.7K
|
19.6K
$2.28M
|
|
|
May 10, 2024
Q1 2024
|
Divergent Wealth Advisors
|
SELL
|
- |
-262- 1.06% |
$30.1K - $30.8K
|
24.4K
$2.84M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-265- 1.42% |
$30.5K - $31.1K
|
18.4K
$2.14M
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
SELL
|
- |
-274- 5.51% |
$31.5K - $32.2K
|
4.7K
$546K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-274- 90.13% |
$31.5K - $32.2K
|
30
$3.49K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-285- 3.35% |
$32.8K - $33.5K
|
8.22K
$955K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-295- 78.46% |
$33.9K - $34.7K
|
81
$9.41K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-295- 89.67% |
$33.9K - $34.7K
|
34
$3.95K
|
|
|
May 15, 2024
Q1 2024
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-301- 11.42% |
$34.6K - $35.4K
|
2.34K
$271K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-301- 28.26% |
$34.6K - $35.4K
|
764
$88.8K
|
|
|
May 03, 2024
Q1 2024
|
Bellecapital International Ltd.
|
SELL
|
- |
-304- 8.9% |
$35K - $35.7K
|
3.11K
$362K
|
|
|
May 09, 2024
Q1 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-318- 3.17% |
$36.6K - $37.4K
|
9.72K
$1.13M
|
|
|
May 08, 2024
Q1 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-335- 9.58% |
$38.5K - $39.4K
|
3.16K
$368K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
SELL
|
- |
-346- 91.05% |
$39.8K - $40.7K
|
34
$3.95K
|
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-360- 7.57% |
$41.4K - $42.3K
|
4.39K
$511K
|
|
|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-365- 3.69% |
$42K - $42.9K
|
9.53K
$1.11M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-401- 34.9% |
$46.1K - $47.1K
|
748
$86.9K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-405- 1.72% |
$46.6K - $47.6K
|
23.1K
$2.69M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-421- 5.73% |
$48.4K - $49.5K
|
6.93K
$805K
|
|
|
May 02, 2024
Q1 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-438- 4.91% |
$50.4K - $51.5K
|
8.49K
$986K
|