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
|
Fiducient Advisors LLC
|
BUY
|
- |
2.63KNew |
$298K - $304K
|
2.63K
$303K
|
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.56KNew |
$290K - $296K
|
2.56K
$295K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
2.54KNew |
$288K - $295K
|
2.54K
$293K
|
|
|
Jul 25, 2024
Q2 2024
|
Patten Group, Inc.
|
BUY
|
- |
2.47KNew |
$280K - $286K
|
2.47K
$285K
|
|
|
Jul 17, 2024
Q2 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.43KNew |
$275K - $281K
|
2.43K
$280K
|
|
|
Jul 30, 2024
Q2 2024
|
James Investment Research Inc
|
BUY
|
- |
2.36K+ 4.16% |
$268K - $274K
|
59.1K
$6.81M
|
|
|
Jul 24, 2024
Q2 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
2.29K+ 37.92% |
$259K - $265K
|
8.32K
$959K
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.27K+ 30.18% |
$257K - $263K
|
9.78K
$1.13M
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
2.23KNew |
$253K - $258K
|
2.23K
$257K
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.21KNew |
$251K - $257K
|
2.21K
$255K
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
2.21K+ 6.73% |
$250K - $256K
|
35K
$4.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.18KNew |
$247K - $252K
|
2.18K
$251K
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
BUY
|
- |
2.16K+ 8.52% |
$245K - $250K
|
27.5K
$3.17M
|
|
|
Aug 07, 2024
Q2 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
2.14K+ 164.99% |
$242K - $247K
|
3.43K
$396K
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
2.11KNew |
$239K - $244K
|
2.11K
$243K
|
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
2.09K+ 7.32% |
$237K - $242K
|
30.6K
$3.52M
|
|
|
Aug 13, 2024
Q2 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
2.05K+ 7.78% |
$232K - $237K
|
28.4K
$3.27M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.03K+ 4.8% |
$230K - $235K
|
44.2K
$5.1M
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.02K+ 1.5% |
$229K - $234K
|
137K
$15.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.02K+ 24.53% |
$229K - $233K
|
10.2K
$1.18M
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
2K+ 38.16% |
$227K - $232K
|
7.24K
$835K
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.98KNew |
$224K - $229K
|
1.98K
$228K
|
|
|
Jul 24, 2024
Q2 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.96KNew |
$223K - $228K
|
1.96K
$227K
|
|
|
Jul 12, 2024
Q2 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
1.96K+ 1.78% |
$222K - $227K
|
112K
$12.9M
|
|
|
Aug 14, 2024
Q2 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
1.89K+ 12.16% |
$214K - $218K
|
17.4K
$2.01M
|
|
|
Jul 23, 2024
Q2 2024
|
United Bank
|
BUY
|
- |
1.85KNew |
$209K - $214K
|
1.85K
$213K
|
|
|
Jul 22, 2024
Q2 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.84KNew |
$209K - $213K
|
1.84K
$212K
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
BUY
|
- |
1.83K+ 118.27% |
$208K - $212K
|
3.38K
$390K
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.8KNew |
$204K - $208K
|
1.8K
$207K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.76K+ 18.19% |
$200K - $204K
|
11.5K
$1.32M
|
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
1.71KNew |
$194K - $199K
|
1.71K
$198K
|
|
|
Aug 07, 2024
Q2 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
1.69K+ 5.25% |
$192K - $196K
|
33.9K
$3.91M
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1.67K+ 56.61% |
$189K - $194K
|
4.62K
$533K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.63K+ 32.07% |
$185K - $189K
|
6.72K
$775K
|
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.62K+ 4.19% |
$184K - $188K
|
40.3K
$4.65M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.61K+ 2.06% |
$183K - $187K
|
80.1K
$9.24M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.61K+ 0.87% |
$183K - $186K
|
187K
$21.5M
|
|
|
Jul 19, 2024
Q2 2024
|
Donald L. Hagan, LLC
|
BUY
|
- |
1.6K+ 19.22% |
$181K - $185K
|
9.9K
$1.14M
|
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.56K+ 84.15% |
$176K - $180K
|
3.4K
$393K
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.53K+ 7.09% |
$173K - $177K
|
23.1K
$2.66M
|
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
1.51K+ 53.08% |
$171K - $175K
|
4.35K
$502K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.5K+ 11.8% |
$170K - $174K
|
14.2K
$1.64M
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.49K+ 19.82% |
$168K - $172K
|
8.98K
$1.04M
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.45K+ 147.31% |
$165K - $168K
|
2.44K
$281K
|
|
|
Aug 09, 2024
Q2 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
1.43K+ 1.47% |
$162K - $166K
|
98.7K
$11.4M
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
1.37K+ 30.93% |
$155K - $159K
|
5.8K
$669K
|
|
|
Aug 01, 2024
Q2 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
1.35K+ 15.52% |
$153K - $156K
|
10K
$1.16M
|
|
|
Aug 12, 2024
Q2 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
1.35K+ 7.45% |
$153K - $156K
|
19.4K
$2.24M
|
|
|
Aug 12, 2024
Q2 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
1.27K+ 3.3% |
$145K - $148K
|
39.9K
$4.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.27K+ 3.19% |
$144K - $148K
|
41.2K
$4.75M
|