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 06, 2024
Q2 2024
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
18.8K+ 129.44% |
$2.13M - $2.18M
|
33.3K
$3.84M
|
|
|
Aug 13, 2024
Q2 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
18.1K+ 39.22% |
$2.05M - $2.1M
|
64.3K
$7.41M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
17.9K+ 287.93% |
$2.03M - $2.08M
|
24.2K
$2.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
17.8KNew |
$2.02M - $2.06M
|
17.8K
$2.06M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
17.3K+ 3.58% |
$1.96M - $2M
|
500K
$57.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
17.3K+ 91.72% |
$1.96M - $2M
|
36.1K
$4.16M
|
|
|
Jul 25, 2024
Q2 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
16.2K+ 3.32% |
$1.83M - $1.87M
|
503K
$58M
|
|
|
Aug 05, 2024
Q2 2024
|
Victory Capital Management Inc
|
BUY
|
- |
15.9K+ 3.44% |
$1.81M - $1.85M
|
479K
$55.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
15.3K+ 159.18% |
$1.74M - $1.78M
|
25K
$2.88M
|
|
|
Aug 16, 2024
Q2 2024
|
Newport Capital Group, LLC
|
BUY
|
- |
15.3K+ 252.32% |
$1.73M - $1.77M
|
21.3K
$2.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
15KNew |
$1.7M - $1.73M
|
15K
$1.73M
|
|
|
Aug 12, 2024
Q2 2024
|
First American Trust, Fsb
|
BUY
|
- |
14.5K+ 26.19% |
$1.65M - $1.68M
|
70K
$8.07M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
14.5KNew |
$1.65M - $1.68M
|
14.5K
$1.67M
|
|
|
Jul 19, 2024
Q2 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
14.2KNew |
$1.62M - $1.65M
|
14.2K
$1.64M
|
|
|
Aug 01, 2024
Q2 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
14.1K+ 8.96% |
$1.6M - $1.64M
|
172K
$19.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
12.5KNew |
$1.42M - $1.45M
|
12.5K
$1.44M
|
|
|
Oct 08, 2024
Q2 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
12.3K+ 7.64% |
$1.4M - $1.43M
|
174K
$20M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
12.2K+ 0.66% |
$1.38M - $1.41M
|
1.87M
$216M
|
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
12.1K+ 3.75% |
$1.38M - $1.4M
|
335K
$38.7M
|
|
|
Jul 18, 2024
Q2 2024
|
E&G Advisors, LP
|
BUY
|
- |
11.1K+ 456.46% |
$1.26M - $1.29M
|
13.6K
$1.57M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
11K+ 2.71% |
$1.25M - $1.28M
|
418K
$48.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
11KNew |
$1.24M - $1.27M
|
11K
$1.26M
|
|
|
Aug 09, 2024
Q2 2024
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
10.4KNew |
$1.18M - $1.2M
|
10.4K
$1.2M
|
|
|
Jul 23, 2024
Q2 2024
|
Courier Capital LLC
|
BUY
|
- |
10.1KNew |
$1.15M - $1.17M
|
10.1K
$1.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
9.3KNew |
$1.06M - $1.08M
|
9.3K
$1.07M
|
|
|
Jul 30, 2024
Q2 2024
|
Clarity Financial LLC
|
BUY
|
- |
9.05K+ 3.47% |
$1.03M - $1.05M
|
270K
$31.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
9.04K+ 22.96% |
$1.03M - $1.05M
|
48.4K
$5.58M
|
|
|
Nov 14, 2024
Q2 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
8.99K+ 3.92% |
$1.02M - $1.04M
|
239K
$27.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
8.88KNew |
$1.01M - $1.03M
|
8.88K
$1.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
8.79K+ 151.28% |
$997K - $1.02M
|
14.6K
$1.68M
|
|
|
Jul 31, 2024
Q2 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
8.73K+ 11.32% |
$990K - $1.01M
|
85.9K
$9.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
8.61K+ 36.21% |
$977K - $998K
|
32.4K
$3.74M
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Management Network Inc
|
BUY
|
- |
8.33KNew |
$945K - $966K
|
8.33K
$961K
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
8.29K+ 18.71% |
$940K - $960K
|
52.6K
$6.06M
|
|
|
Jul 25, 2024
Q2 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
8.25K+ 15.1% |
$936K - $956K
|
62.9K
$7.25M
|
|
|
Oct 16, 2024
Q2 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
8.2K+ 28.68% |
$930K - $950K
|
36.8K
$4.24M
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
7.84K+ 419.91% |
$890K - $909K
|
9.71K
$1.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
7.8KNew |
$885K - $904K
|
7.8K
$899K
|
|
|
Jul 26, 2024
Q2 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
7.71K+ 81.07% |
$875K - $894K
|
17.2K
$1.99M
|
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
7.66K+ 4.1% |
$869K - $888K
|
195K
$22.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
7.24KNew |
$821K - $839K
|
7.24K
$835K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
7.11K+ 3.75% |
$807K - $824K
|
197K
$22.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
7.07K+ 56.45% |
$802K - $819K
|
19.6K
$2.26M
|
|
|
Jul 18, 2024
Q2 2024
|
Mason & Associates Inc
|
BUY
|
- |
7.05K+ 11.44% |
$800K - $817K
|
68.7K
$7.92M
|
|
|
Aug 01, 2024
Q2 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
6.89K+ 13.68% |
$782K - $798K
|
57.3K
$6.6M
|
|
|
Jul 23, 2024
Q2 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
6.87K+ 44.98% |
$780K - $796K
|
22.2K
$2.56M
|
|
|
Jul 17, 2024
Q2 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
6.87K+ 7.07% |
$779K - $796K
|
104K
$12M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.83K+ 3.85% |
$774K - $791K
|
184K
$21.2M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.43K+ 22.62% |
$730K - $745K
|
34.9K
$4.02M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.39K+ 5.0% |
$725K - $740K
|
134K
$15.5M
|