Purchases and Sales Made in Q2 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 Q2 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 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
2.54M+ 206.7% |
$288M - $295M
|
3.77M
$435M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
523K+ 10.13% |
$59.3M - $60.6M
|
5.69M
$656M
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
361KNew |
$41M - $41.9M
|
361K
$41.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
345K+ 18.25% |
$39.1M - $40M
|
2.23M
$258M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
312K+ 29.52% |
$35.3M - $36.1M
|
1.37M
$158M
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
281K+ 6957.74% |
$31.9M - $32.6M
|
285K
$32.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
257K+ 559.99% |
$29.1M - $29.7M
|
302K
$34.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
236KNew |
$26.8M - $27.4M
|
236K
$27.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
212K+ 32.43% |
$24M - $24.5M
|
865K
$99.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
200KNew |
$22.7M - $23.2M
|
200K
$23.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
171K+ 68.16% |
$19.4M - $19.8M
|
422K
$48.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
158K+ 4.3% |
$17.9M - $18.3M
|
3.83M
$442M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
141K+ 10.78% |
$16M - $16.4M
|
1.45M
$167M
|
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
139KNew |
$15.7M - $16.1M
|
139K
$16M
|
|
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
134KNew |
$15.1M - $15.5M
|
134K
$15.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Carmenna Advisors LLC
New York, NY |
BUY
|
- |
104KNew |
$11.8M - $12.1M
|
104K
$12M
|
|
|
Aug 13, 2024
Q2 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
99KNew |
$11.2M - $11.5M
|
99K
$11.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
98.3K+ 301.83% |
$11.2M - $11.4M
|
131K
$15.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
89.2K+ 743.33% |
$10.1M - $10.3M
|
101K
$11.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
85.1K+ 629.31% |
$9.65M - $9.86M
|
98.6K
$11.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
81.8KNew |
$9.28M - $9.48M
|
81.8K
$9.43M
|
|
|
Aug 07, 2024
Q2 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
75.9K+ 61.1% |
$8.61M - $8.8M
|
200K
$23.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
70.7K+ 5.8% |
$8.01M - $8.19M
|
1.29M
$149M
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
65.5K+ 5.24% |
$7.43M - $7.59M
|
1.32M
$152M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
60K+ 8.24% |
$6.8M - $6.95M
|
788K
$90.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
55.9K+ 10.55% |
$6.35M - $6.48M
|
586K
$67.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
51.9KNew |
$5.89M - $6.02M
|
51.9K
$5.99M
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
50.6K+ 258.07% |
$5.74M - $5.86M
|
70.2K
$8.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
48.5K+ 17.12% |
$5.5M - $5.62M
|
332K
$38.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
48.1K+ 103.45% |
$5.46M - $5.57M
|
94.6K
$10.9M
|
|
|
Jul 23, 2024
Q2 2024
|
Gunma Bank,Ltd.
|
BUY
|
- |
45KNew |
$5.1M - $5.21M
|
45K
$5.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
45K+ 1.07% |
$5.1M - $5.21M
|
4.25M
$490M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
43.7K+ 23.15% |
$4.96M - $5.07M
|
233K
$26.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
42.9KNew |
$4.86M - $4.97M
|
42.9K
$4.95M
|
|
|
Aug 05, 2024
Q2 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
42.8KNew |
$4.86M - $4.96M
|
42.8K
$4.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
40KNew |
$4.54M - $4.64M
|
40K
$4.61M
|
|
|
Jul 09, 2024
Q2 2024
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
32K+ 195.83% |
$3.63M - $3.71M
|
48.4K
$5.58M
|
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
BUY
|
- |
31.3K+ 67.15% |
$3.55M - $3.63M
|
77.9K
$8.99M
|
|
|
Jul 29, 2024
Q2 2024
|
Center For Asset Management LLC
|
BUY
|
- |
30.3K+ 621.79% |
$3.43M - $3.51M
|
35.1K
$4.05M
|
|
|
Jul 22, 2024
Q2 2024
|
Matson Money. Inc.
|
BUY
|
- |
30.2K+ 2.08% |
$3.42M - $3.49M
|
1.48M
$171M
|
|
|
Aug 14, 2024
Q2 2024
|
Black Maple Capital Management LP
Milwaukee, WI |
BUY
|
- |
24.2KNew |
$2.75M - $2.8M
|
24.2K
$2.79M
|
|
|
Aug 06, 2024
Q2 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
24.1K+ 92.92% |
$2.73M - $2.79M
|
50K
$5.76M
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
23.7KNew |
$2.69M - $2.75M
|
23.7K
$2.74M
|
|
|
Jul 31, 2024
Q2 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
22.7K+ 11.24% |
$2.58M - $2.63M
|
225K
$25.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
21.5K+ 64.22% |
$2.44M - $2.49M
|
55K
$6.34M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
21K+ 23.44% |
$2.38M - $2.43M
|
110K
$12.7M
|
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
20.8KNew |
$2.36M - $2.41M
|
20.8K
$2.4M
|
|
|
Jul 18, 2024
Q2 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
20.7K+ 16.66% |
$2.35M - $2.4M
|
145K
$16.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Sage Financial Group Inc
|
BUY
|
- |
20KNew |
$2.27M - $2.31M
|
20K
$2.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
19.8K+ 6.9% |
$2.24M - $2.29M
|
306K
$35.3M
|