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 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-83- 3.8% |
$9.41K - $9.62K
|
2.1K
$242K
|
|
|
Aug 07, 2024
Q2 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-84- 3.91% |
$9.53K - $9.73K
|
2.07K
$238K
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-86- 13.15% |
$9.75K - $9.97K
|
568
$65.5K
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-88- 1.96% |
$9.98K - $10.2K
|
4.4K
$507K
|
|
|
Aug 08, 2024
Q2 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-90- 2.85% |
$10.2K - $10.4K
|
3.07K
$354K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-93- 51.1% |
$10.5K - $10.8K
|
89
$10.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-95Closed |
$10.8K - $11K
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-99- 66.0% |
$11.2K - $11.5K
|
51
$5.88K
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-100- 33.33% |
$11.3K - $11.6K
|
200
$23.1K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-100- 23.53% |
$11.3K - $11.6K
|
325
$37.5K
|
|
|
Aug 12, 2024
Q2 2024
|
First United Bank & Trust
|
SELL
|
- |
-108- 4.79% |
$12.3K - $12.5K
|
2.15K
$248K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-110- 95.65% |
$12.5K - $12.7K
|
5
$577
|
|
|
Jul 17, 2024
Q2 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-116- 3.45% |
$13.2K - $13.4K
|
3.24K
$374K
|
|
|
Aug 06, 2024
Q2 2024
|
Raub Brock Capital Management LP
|
SELL
|
- |
-125- 0.09% |
$14.2K - $14.5K
|
144K
$16.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Renasant Bank
|
SELL
|
- |
-127- 3.14% |
$14.4K - $14.7K
|
3.91K
$451K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-129- 15.83% |
$14.6K - $14.9K
|
686
$79.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
SELL
|
- |
-131- 1.87% |
$14.9K - $15.2K
|
6.86K
$792K
|
|
|
Jul 17, 2024
Q2 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-133- 1.4% |
$15.1K - $15.4K
|
9.34K
$1.08M
|
|
|
Jul 29, 2024
Q2 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-136- 2.7% |
$15.4K - $15.8K
|
4.9K
$565K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-136- 16.19% |
$15.4K - $15.8K
|
704
$81.2K
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-137- 2.78% |
$15.5K - $15.9K
|
4.78K
$552K
|
|
|
Aug 14, 2024
Q2 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-151- 0.87% |
$17.1K - $17.5K
|
17.2K
$1.98M
|
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-180- 45.0% |
$20.4K - $20.9K
|
220
$25.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-197- 10.12% |
$22.3K - $22.8K
|
1.75K
$202K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-200- 47.17% |
$22.7K - $23.2K
|
224
$25.8K
|
|
|
Jul 25, 2024
Q2 2024
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-208- 1.87% |
$23.6K - $24.1K
|
10.9K
$1.26M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-222- 10.62% |
$25.2K - $25.7K
|
1.87K
$216K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-226- 1.12% |
$25.6K - $26.2K
|
20K
$2.31M
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-242- 10.65% |
$27.5K - $28K
|
2.03K
$234K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-246- 0.38% |
$27.9K - $28.5K
|
64.5K
$7.44M
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-251- 6.2% |
$28.5K - $29.1K
|
3.8K
$438K
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-263Closed |
$29.8K - $30.5K
|
0
$0
|
|
|
Jul 12, 2024
Q2 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-273- 8.67% |
$31K - $31.6K
|
2.88K
$332K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-297- 1.98% |
$33.7K - $34.4K
|
14.7K
$1.7M
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-299- 29.78% |
$33.9K - $34.6K
|
705
$81.3K
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
SELL
|
- |
-303- 8.19% |
$34.4K - $35.1K
|
3.4K
$392K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-317- 95.77% |
$36K - $36.7K
|
14
$1.61K
|
|
|
Jul 18, 2024
Q2 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-328- 33.88% |
$37.2K - $38K
|
640
$73.8K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-331- 9.29% |
$37.5K - $38.4K
|
3.23K
$373K
|
|
|
Jul 18, 2024
Q2 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-332- 5.86% |
$37.7K - $38.5K
|
5.33K
$615K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-347- 8.11% |
$39.4K - $40.2K
|
3.93K
$454K
|
|
|
Jul 16, 2024
Q2 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-365- 5.24% |
$41.4K - $42.3K
|
6.6K
$761K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-377- 14.74% |
$42.8K - $43.7K
|
2.18K
$252K
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-388- 80.17% |
$44K - $45K
|
96
$11.1K
|
|
|
Jul 17, 2024
Q2 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-434- 9.88% |
$49.2K - $50.3K
|
3.96K
$457K
|
|
|
Aug 12, 2024
Q2 2024
|
Mittelman Wealth Management
Andover, MA |
SELL
|
- |
-440- 18.57% |
$49.9K - $51K
|
1.93K
$223K
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-456- 10.3% |
$51.7K - $52.8K
|
3.97K
$458K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-469- 8.19% |
$53.2K - $54.3K
|
5.26K
$606K
|
|
|
Jul 15, 2024
Q2 2024
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-477- 6.47% |
$54.1K - $55.3K
|
6.9K
$796K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
SELL
|
- |
-482- 25.29% |
$54.7K - $55.9K
|
1.42K
$164K
|