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
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
391New |
$44.4K - $45.3K
|
391
$45.8K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
370+ 14.29% |
$42K - $42.9K
|
2.96K
$347K
|
|
|
Aug 12, 2024
Q2 2024
|
Acas, LLC
|
BUY
|
- |
368+ 18.07% |
$41.7K - $42.6K
|
2.4K
$282K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
367+ 0.54% |
$41.6K - $42.5K
|
68.4K
$8.02M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
341+ 4.04% |
$38.7K - $39.5K
|
8.78K
$1.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
339+ 1.12% |
$38.5K - $39.3K
|
30.5K
$3.58M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
329New |
$37.3K - $38.1K
|
329
$38.6K
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
309+ 4.06% |
$35K - $35.8K
|
7.91K
$928K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
304+ 20.91% |
$34.5K - $35.2K
|
1.76K
$206K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
264+ 0.27% |
$29.9K - $30.6K
|
96.5K
$11.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
264+ 5.54% |
$29.9K - $30.6K
|
5.03K
$590K
|
|
|
Aug 12, 2024
Q2 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
263+ 1.2% |
$29.8K - $30.5K
|
22.2K
$2.61M
|
|
|
Jul 30, 2024
Q2 2024
|
Searle & Co.
|
BUY
|
- |
259+ 3.45% |
$29.4K - $30K
|
7.76K
$910K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
256+ 9.45% |
$29K - $29.7K
|
2.97K
$348K
|
|
|
Aug 13, 2024
Q2 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
246+ 3.67% |
$27.9K - $28.5K
|
6.94K
$814K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
223+ 1.0% |
$25.3K - $25.8K
|
22.6K
$2.65M
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
220+ 9.42% |
$25K - $25.5K
|
2.56K
$300K
|
|
|
Aug 06, 2024
Q2 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
210+ 1.74% |
$23.8K - $24.3K
|
12.3K
$1.44M
|
|
|
Jul 22, 2024
Q2 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
204New |
$23.1K - $23.6K
|
204
$23.9K
|
|
|
Jul 29, 2024
Q2 2024
|
Members Trust CO
|
BUY
|
- |
201+ 5.52% |
$22.8K - $23.3K
|
3.85K
$451K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
192+ 117.07% |
$21.8K - $22.2K
|
356
$41.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
175+ 2.76% |
$19.9K - $20.3K
|
6.52K
$765K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
170+ 9.16% |
$19.3K - $19.7K
|
2.03K
$237K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
165+ 611.11% |
$18.7K - $19.1K
|
192
$22.5K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
162+ 2.9% |
$18.4K - $18.8K
|
5.75K
$674K
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
160+ 7.83% |
$18.1K - $18.5K
|
2.2K
$258K
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
143New |
$16.2K - $16.6K
|
143
$16.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
138+ 1.26% |
$15.7K - $16K
|
11.1K
$1.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
137+ 1.09% |
$15.5K - $15.9K
|
12.7K
$1.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
136New |
$15.4K - $15.8K
|
136
$15.9K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
135New |
$15.3K - $15.6K
|
135
$15.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
133+ 13.41% |
$15.1K - $15.4K
|
1.13K
$132K
|
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
116+ 0.62% |
$13.2K - $13.4K
|
18.7K
$2.19M
|
|
|
Jul 15, 2024
Q2 2024
|
Martin Capital Partners, LLC
|
BUY
|
- |
115+ 1.08% |
$13K - $13.3K
|
10.7K
$1.26M
|
|
|
Aug 01, 2024
Q2 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
114+ 0.79% |
$12.9K - $13.2K
|
14.6K
$1.71M
|
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
114+ 6.6% |
$12.9K - $13.2K
|
1.84K
$216K
|
|
|
Aug 01, 2024
Q2 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
114+ 0.79% |
$12.9K - $13.2K
|
14.6K
$1.71M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
108+ 1.48% |
$12.3K - $12.5K
|
7.41K
$868K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
101New |
$11.5K - $11.7K
|
101
$11.8K
|
|
|
Jul 23, 2024
Q2 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
96+ 0.48% |
$10.9K - $11.1K
|
20K
$2.35M
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
87New |
$9.87K - $10.1K
|
87
$10.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Horan Securities, Inc.
|
BUY
|
- |
85+ 1.0% |
$9.64K - $9.85K
|
8.57K
$1M
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
83+ 1.4% |
$9.41K - $9.62K
|
6.03K
$707K
|
|
|
Jul 23, 2024
Q2 2024
|
Rockland Trust CO
|
BUY
|
- |
81+ 1.37% |
$9.19K - $9.39K
|
5.99K
$702K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
71New |
$8.05K - $8.23K
|
71
$8.33K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
61+ 5.83% |
$6.92K - $7.07K
|
1.11K
$130K
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
60+ 1.33% |
$6.81K - $6.95K
|
4.57K
$536K
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
59+ 1.05% |
$6.69K - $6.84K
|
5.67K
$664K
|
|
|
Aug 02, 2024
Q2 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
49+ 2.5% |
$5.56K - $5.68K
|
2.01K
$236K
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
46+ 0.57% |
$5.22K - $5.33K
|
8.09K
$949K
|