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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2024
Q2 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-1.76K- 23.3% |
$200K - $204K
|
5.8K
$669K
|
|
|
Jul 16, 2024
Q2 2024
|
Country Club Bank
|
SELL
|
- |
-1.8K- 22.33% |
$204K - $208K
|
6.25K
$721K
|
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-1.88K- 23.98% |
$213K - $217K
|
5.94K
$686K
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.98K- 2.08% |
$225K - $230K
|
93.4K
$10.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Sfmg, LLC
|
SELL
|
- |
-2.04K- 6.57% |
$232K - $237K
|
29.1K
$3.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.13K- 10.87% |
$242K - $247K
|
17.5K
$2.02M
|
|
|
Aug 05, 2024
Q2 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-2.14K- 55.05% |
$243K - $248K
|
1.75K
$202K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.15K- 2.53% |
$244K - $249K
|
82.8K
$9.55M
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-2.16K- 41.41% |
$245K - $250K
|
3.06K
$353K
|
|
|
Jul 16, 2024
Q2 2024
|
Dock Street Asset Management Inc
|
SELL
|
- |
-2.18K- 6.21% |
$248K - $253K
|
33K
$3.8M
|
|
|
Jul 15, 2024
Q2 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-2.23K- 29.35% |
$253K - $259K
|
5.37K
$619K
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.23K- 0.62% |
$253K - $259K
|
357K
$41.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.33K- 64.21% |
$264K - $269K
|
1.3K
$149K
|
|
|
Jul 29, 2024
Q2 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-2.6K- 50.86% |
$295K - $301K
|
2.51K
$290K
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
SELL
|
- |
-2.61K- 0.65% |
$296K - $302K
|
397K
$45.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
SELL
|
- |
-2.62K- 8.69% |
$298K - $304K
|
27.6K
$3.18M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.64K- 2.97% |
$300K - $306K
|
86.5K
$9.97M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.68K- 2.44% |
$304K - $310K
|
107K
$12.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-2.73K- 15.59% |
$310K - $317K
|
14.8K
$1.71M
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-2.88K- 9.22% |
$327K - $334K
|
28.4K
$3.27M
|
|
|
Oct 15, 2024
Q2 2024
|
Mirabaud & Cie Sa
Geneva, V8 |
SELL
|
- |
-3K- 2.54% |
$340K - $348K
|
115K
$13.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-3.14K- 2.89% |
$356K - $364K
|
106K
$12.2M
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-3.54K- 8.97% |
$401K - $410K
|
35.9K
$4.14M
|
|
|
Aug 06, 2024
Q2 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-3.59K- 24.18% |
$408K - $416K
|
11.3K
$1.3M
|
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-3.61K- 45.64% |
$409K - $418K
|
4.3K
$496K
|
|
|
Jul 17, 2024
Q2 2024
|
Community Trust & Investment CO
|
SELL
|
- |
-3.86K- 11.4% |
$438K - $448K
|
30K
$3.47M
|
|
|
Jul 16, 2024
Q2 2024
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-4.28K- 34.14% |
$485K - $496K
|
8.25K
$952K
|
|
|
Oct 01, 2024
Q2 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-4.46K- 25.73% |
$505K - $516K
|
12.9K
$1.48M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-4.47K- 21.84% |
$507K - $518K
|
16K
$1.84M
|
|
|
Aug 27, 2024
Q2 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-4.7K- 50.75% |
$534K - $545K
|
4.57K
$527K
|
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-4.82K- 72.8% |
$547K - $559K
|
1.8K
$208K
|
|
|
Aug 13, 2024
Q2 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-4.89K- 49.76% |
$555K - $567K
|
4.94K
$569K
|
|
|
Jul 11, 2024
Q2 2024
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-5.05K- 29.97% |
$573K - $585K
|
11.8K
$1.36M
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-5.17K- 59.26% |
$586K - $599K
|
3.55K
$410K
|
|
|
Aug 13, 2024
Q2 2024
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-5.26K- 32.0% |
$597K - $610K
|
11.2K
$1.29M
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-5.39K- 52.7% |
$611K - $624K
|
4.84K
$558K
|
|
|
Aug 09, 2024
Q2 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-5.39K- 2.12% |
$611K - $625K
|
249K
$28.7M
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-5.53K- 24.16% |
$627K - $640K
|
17.3K
$2M
|
|
|
Aug 14, 2024
Q2 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-5.56K- 23.03% |
$631K - $644K
|
18.6K
$2.14M
|
|
|
Jul 31, 2024
Q2 2024
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-6.09K- 8.41% |
$690K - $705K
|
66.3K
$7.65M
|
|
|
Jul 30, 2024
Q2 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-6.17K- 4.92% |
$700K - $715K
|
119K
$13.8M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-6.31K- 22.22% |
$716K - $731K
|
22.1K
$2.55M
|
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-6.33K- 16.81% |
$718K - $733K
|
31.3K
$3.61M
|
|
|
Jul 03, 2024
Q2 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-6.35K- 3.73% |
$720K - $736K
|
164K
$18.9M
|
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-6.67K- 8.47% |
$757K - $773K
|
72.1K
$8.32M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.96K- 13.85% |
$790K - $807K
|
43.3K
$4.99M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-6.99K- 37.1% |
$793K - $810K
|
11.9K
$1.37M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-7.07K- 11.3% |
$801K - $819K
|
55.5K
$6.4M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-7.14K- 20.96% |
$810K - $827K
|
26.9K
$3.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Berkshire Bank
|
SELL
|
- |
-7.21K- 4.22% |
$818K - $836K
|
164K
$18.9M
|