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 17, 2024
Q2 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
1.23K+ 3.42% |
$140K - $143K
|
37.3K
$4.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1.23K+ 0.99% |
$140K - $143K
|
126K
$14.5M
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
1.22KNew |
$139K - $142K
|
1.22K
$141K
|
|
|
Aug 08, 2024
Q2 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
1.18K+ 2.95% |
$134K - $137K
|
41.1K
$4.75M
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.16KNew |
$131K - $134K
|
1.16K
$134K
|
|
|
Aug 08, 2024
Q2 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
1.11KNew |
$126K - $129K
|
1.11K
$128K
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.09K+ 39.66% |
$124K - $127K
|
3.85K
$444K
|
|
|
Jul 19, 2024
Q2 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
1.09K+ 4.31% |
$124K - $126K
|
26.4K
$3.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.05K+ 1398.67% |
$119K - $122K
|
1.12K
$130K
|
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
1.02K+ 0.49% |
$116K - $118K
|
210K
$24.2M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.01K+ 8.85% |
$114K - $116K
|
12.4K
$1.43M
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1K+ 6.13% |
$114K - $116K
|
17.4K
$2M
|
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1KNew |
$114K - $116K
|
1K
$116K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
1K+ 21.39% |
$114K - $116K
|
5.69K
$657K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
968+ 23.98% |
$110K - $112K
|
5.01K
$577K
|
|
|
Aug 13, 2024
Q2 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
954+ 16.18% |
$108K - $111K
|
6.85K
$790K
|
|
|
Jul 25, 2024
Q2 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
944+ 29.12% |
$107K - $109K
|
4.19K
$483K
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
934+ 29.0% |
$106K - $108K
|
4.16K
$479K
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
BUY
|
- |
910+ 0.83% |
$103K - $105K
|
111K
$12.8M
|
|
|
Jul 16, 2024
Q2 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
895+ 3.81% |
$102K - $104K
|
24.4K
$2.81M
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
861+ 3.01% |
$97.7K - $99.8K
|
29.5K
$3.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
850New |
$96.4K - $98.5K
|
850
$98K
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
834+ 7.56% |
$94.6K - $96.6K
|
11.9K
$1.37M
|
|
|
Jul 18, 2024
Q2 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
816+ 34.59% |
$92.6K - $94.6K
|
3.18K
$366K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
815+ 6.69% |
$92.4K - $94.4K
|
13K
$1.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Forte Asset Management LLC
|
BUY
|
- |
750+ 30.0% |
$85.1K - $86.9K
|
3.25K
$375K
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
739+ 2.05% |
$83.8K - $85.6K
|
36.7K
$4.23M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
701New |
$79.5K - $81.2K
|
701
$80.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
681+ 840.74% |
$77.2K - $78.9K
|
762
$87.9K
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
670+ 1.08% |
$76K - $77.6K
|
63K
$7.26M
|
|
|
Jul 18, 2024
Q2 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
649+ 27.93% |
$73.6K - $75.2K
|
2.97K
$343K
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
644+ 18.25% |
$73K - $74.6K
|
4.17K
$481K
|
|
|
Jul 29, 2024
Q2 2024
|
Smith, Salley & Associates
|
BUY
|
- |
634+ 1.39% |
$71.9K - $73.5K
|
46.2K
$5.33M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
563+ 23.02% |
$63.9K - $65.2K
|
3.01K
$347K
|
|
|
Aug 13, 2024
Q2 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
536+ 2.33% |
$60.8K - $62.1K
|
23.5K
$2.72M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
499New |
$56.6K - $57.8K
|
499
$57.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
495+ 6.09% |
$56.1K - $57.4K
|
8.62K
$994K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
489+ 0.59% |
$55.5K - $56.7K
|
83.3K
$9.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
484+ 12.57% |
$54.9K - $56.1K
|
4.33K
$500K
|
|
|
Aug 02, 2024
Q2 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
480+ 3.03% |
$54.4K - $55.6K
|
16.3K
$1.89M
|
|
|
Jul 10, 2024
Q2 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
435+ 9.58% |
$49.3K - $50.4K
|
4.98K
$574K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
435New |
$49.3K - $50.4K
|
435
$50.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
431+ 2.63% |
$48.9K - $49.9K
|
16.8K
$1.94M
|
|
|
Jul 31, 2024
Q2 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
425+ 0.95% |
$48.2K - $49.2K
|
44.9K
$5.18M
|
|
|
Jul 18, 2024
Q2 2024
|
Sinecera Capital, LLC
|
BUY
|
- |
418+ 2.86% |
$47.4K - $48.4K
|
15K
$1.73M
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
412+ 17.51% |
$46.7K - $47.7K
|
2.77K
$319K
|
|
|
Jul 15, 2024
Q2 2024
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
406+ 7.03% |
$46.1K - $47K
|
6.18K
$713K
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
391New |
$44.4K - $45.3K
|
391
$45.1K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
370+ 14.29% |
$42K - $42.9K
|
2.96K
$341K
|
|
|
Aug 12, 2024
Q2 2024
|
Acas, LLC
|
BUY
|
- |
368+ 18.07% |
$41.7K - $42.6K
|
2.4K
$277K
|