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 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-495- 21.29% |
$56.1K - $57.4K
|
1.83K
$211K
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Effects LLC
|
SELL
|
- |
-519- 18.64% |
$58.9K - $60.1K
|
2.27K
$261K
|
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-525- 2.48% |
$59.6K - $60.8K
|
20.7K
$2.38M
|
|
|
Jul 11, 2024
Q2 2024
|
Twele Capital Management, Inc.
|
SELL
|
- |
-551- 3.36% |
$62.5K - $63.8K
|
15.9K
$1.83M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-552- 10.13% |
$62.6K - $64K
|
4.9K
$565K
|
|
|
Aug 12, 2024
Q2 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-571- 13.21% |
$64.8K - $66.2K
|
3.75K
$433K
|
|
|
Jul 16, 2024
Q2 2024
|
Adams Wealth Management
|
SELL
|
- |
-594- 15.06% |
$67.4K - $68.8K
|
3.35K
$387K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-594- 35.34% |
$67.4K - $68.8K
|
1.09K
$125K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-605- 74.69% |
$68.6K - $70.1K
|
205
$23.6K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-611- 12.04% |
$69.3K - $70.8K
|
4.47K
$515K
|
|
|
Jul 30, 2024
Q2 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-647- 16.21% |
$73.4K - $75K
|
3.35K
$386K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-667- 9.2% |
$75.7K - $77.3K
|
6.59K
$760K
|
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-712- 27.33% |
$80.8K - $82.5K
|
1.89K
$218K
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-771- 15.82% |
$87.5K - $89.3K
|
4.1K
$473K
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-798- 93.55% |
$90.5K - $92.5K
|
55
$6.34K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-804- 20.86% |
$91.2K - $93.2K
|
3.05K
$352K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-807- 4.02% |
$91.5K - $93.5K
|
19.3K
$2.22M
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-815- 7.95% |
$92.4K - $94.4K
|
9.44K
$1.09M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-834- 25.08% |
$94.6K - $96.6K
|
2.49K
$287K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-840- 9.41% |
$95.3K - $97.3K
|
8.08K
$932K
|
|
|
Jul 15, 2024
Q2 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-848- 0.28% |
$96.2K - $98.3K
|
305K
$35.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-916- 4.46% |
$104K - $106K
|
19.6K
$2.26M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-925- 2.76% |
$105K - $107K
|
32.6K
$3.76M
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-1.02K- 8.87% |
$115K - $118K
|
10.4K
$1.2M
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.07K- 2.93% |
$121K - $124K
|
35.3K
$4.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.08K- 9.41% |
$122K - $125K
|
10.4K
$1.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-1.1K- 14.18% |
$124K - $127K
|
6.64K
$765K
|
|
|
Jul 29, 2024
Q2 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-1.13K- 2.4% |
$129K - $131K
|
46K
$5.31M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.14K- 6.18% |
$129K - $132K
|
17.3K
$1.99M
|
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-1.19K- 39.4% |
$135K - $138K
|
1.83K
$211K
|
|
|
Aug 02, 2024
Q2 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-1.2K- 35.52% |
$136K - $139K
|
2.18K
$252K
|
|
|
Jul 30, 2024
Q2 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-1.23K- 29.04% |
$140K - $143K
|
3.01K
$347K
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.24K- 2.6% |
$140K - $143K
|
46.3K
$5.34M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.25K- 4.15% |
$141K - $145K
|
28.8K
$3.32M
|
|
|
Aug 07, 2024
Q2 2024
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-1.3K- 6.96% |
$148K - $151K
|
17.4K
$2.01M
|
|
|
Aug 02, 2024
Q2 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-1.33K- 13.65% |
$151K - $154K
|
8.39K
$968K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-1.33K- 5.83% |
$151K - $155K
|
21.5K
$2.48M
|
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.37K- 14.39% |
$156K - $159K
|
8.17K
$942K
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-1.38K- 0.36% |
$156K - $159K
|
383K
$44.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-1.4K- 36.8% |
$158K - $162K
|
2.4K
$276K
|
|
|
Jul 23, 2024
Q2 2024
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-1.43K- 12.52% |
$163K - $166K
|
10K
$1.16M
|
|
|
Jul 31, 2024
Q2 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-1.48K- 0.92% |
$168K - $171K
|
159K
$18.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.5K- 30.97% |
$170K - $173K
|
3.33K
$385K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.5K- 5.2% |
$170K - $174K
|
27.4K
$3.16M
|
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-1.52K- 3.6% |
$173K - $176K
|
40.7K
$4.69M
|
|
|
Jul 09, 2024
Q2 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-1.54K- 28.6% |
$175K - $179K
|
3.85K
$444K
|
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-1.65K- 1.21% |
$187K - $191K
|
135K
$15.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-1.7KClosed |
$192K - $197K
|
0
$0
|
|
|
Jul 26, 2024
Q2 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-1.7K- 5.72% |
$193K - $197K
|
28.1K
$3.24M
|
|
|
Jul 25, 2024
Q2 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-1.72K- 1.84% |
$195K - $199K
|
91.5K
$10.6M
|