Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-1.12K- 21.74% |
$128K - $134K
|
4.01K
$466K
|
|
|
Nov 14, 2024
Q3 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-1.12K- 9.41% |
$128K - $134K
|
10.8K
$1.25M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.16K- 6.19% |
$133K - $139K
|
17.5K
$2.04M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.18K- 12.11% |
$136K - $142K
|
8.59K
$999K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.19K- 35.17% |
$137K - $144K
|
2.2K
$256K
|
|
|
Nov 05, 2024
Q3 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-1.24K- 24.55% |
$142K - $149K
|
3.8K
$441K
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1.28K- 4.08% |
$146K - $153K
|
30K
$3.49M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.32K- 3.76% |
$151K - $158K
|
33.7K
$3.92M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.33K- 2.06% |
$152K - $160K
|
63.2K
$7.34M
|
|
|
Oct 25, 2024
Q3 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-1.39K- 4.94% |
$159K - $167K
|
26.7K
$3.1M
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-1.51K- 4.2% |
$173K - $181K
|
34.4K
$4M
|
|
|
Oct 24, 2024
Q3 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.52K- 8.81% |
$174K - $182K
|
15.7K
$1.83M
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-1.52K- 29.03% |
$175K - $183K
|
3.72K
$433K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-1.53K- 3.77% |
$176K - $184K
|
39.1K
$4.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.54K- 5.63% |
$177K - $185K
|
25.8K
$3M
|
|
|
Oct 15, 2024
Q3 2024
|
Martin Capital Partners, LLC
|
SELL
|
- |
-1.58K- 14.72% |
$182K - $190K
|
9.16K
$1.06M
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-1.6K- 1.96% |
$184K - $192K
|
80.2K
$9.32M
|
|
|
Nov 08, 2024
Q3 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-1.79K- 6.28% |
$205K - $215K
|
26.6K
$3.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-1.84K- 8.53% |
$211K - $221K
|
19.7K
$2.29M
|
|
|
Nov 04, 2024
Q3 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-1.9K- 0.62% |
$218K - $228K
|
303K
$35.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-1.95K- 2.94% |
$224K - $234K
|
64.4K
$7.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-1.96K- 0.79% |
$225K - $236K
|
247K
$28.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-2.07K- 39.32% |
$237K - $249K
|
3.19K
$371K
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-2.08K- 24.99% |
$238K - $250K
|
6.24K
$725K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.09K- 23.8% |
$240K - $251K
|
6.69K
$778K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.15K- 29.03% |
$247K - $258K
|
5.26K
$611K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.22K- 8.9% |
$254K - $267K
|
22.7K
$2.64M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.29K- 20.27% |
$263K - $275K
|
9K
$1.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-2.39K- 8.68% |
$275K - $288K
|
25.2K
$2.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-2.41K- 8.76% |
$276K - $289K
|
25.1K
$2.91M
|
|
|
Oct 25, 2024
Q3 2024
|
Center For Asset Management LLC
|
SELL
|
- |
-2.48K- 7.07% |
$285K - $299K
|
32.7K
$3.8M
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-2.61K- 43.86% |
$299K - $313K
|
3.34K
$388K
|
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-2.61K- 15.5% |
$300K - $314K
|
14.2K
$1.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.64K- 16.49% |
$303K - $317K
|
13.4K
$1.55M
|
|
|
Oct 15, 2024
Q3 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-2.65K- 49.32% |
$304K - $318K
|
2.72K
$316K
|
|
|
Nov 04, 2024
Q3 2024
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-2.74K- 15.71% |
$314K - $329K
|
14.7K
$1.71M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.81K- 5.24% |
$323K - $338K
|
50.9K
$5.91M
|
|
|
Nov 07, 2024
Q3 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
SELL
|
- |
-2.82K- 28.04% |
$323K - $339K
|
7.23K
$840K
|
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-3.18K- 16.92% |
$365K - $383K
|
15.6K
$1.82M
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-3.21K- 17.18% |
$368K - $386K
|
15.5K
$1.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-3.22K- 29.5% |
$370K - $388K
|
7.7K
$895K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-3.36K- 1.11% |
$386K - $404K
|
299K
$34.8M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.85K- 14.29% |
$441K - $462K
|
23.1K
$2.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-3.85K- 8.09% |
$441K - $463K
|
43.7K
$5.08M
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-3.9K- 22.47% |
$447K - $469K
|
13.4K
$1.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.04K- 24.43% |
$463K - $486K
|
12.5K
$1.45M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.15K- 74.74% |
$476K - $499K
|
1.4K
$163K
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-4.21K- 48.58% |
$483K - $506K
|
4.46K
$518K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-4.3K- 5.19% |
$493K - $517K
|
78.5K
$9.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-4.44K- 11.15% |
$510K - $534K
|
35.4K
$4.11M
|