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 25, 2024
Q3 2024
|
West End Advisors, LLC
|
SELL
|
- |
-50K- 3.98% |
$5.73M - $6.01M
|
1.21M
$140M
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-54K- 16.09% |
$6.19M - $6.49M
|
281K
$32.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-54.5K- 2.25% |
$6.25M - $6.55M
|
2.36M
$274M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-59.7K- 1.4% |
$6.85M - $7.18M
|
4.19M
$487M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-61.8K- 22.72% |
$7.09M - $7.43M
|
210K
$24.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-66.7K- 50.96% |
$7.65M - $8.02M
|
64.2K
$7.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-81.5K- 4.45% |
$9.35M - $9.8M
|
1.75M
$204M
|
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-85.9K- 52.49% |
$9.85M - $10.3M
|
77.7K
$9.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-109K- 96.21% |
$12.5M - $13.1M
|
4.31K
$501K
|
|
|
Nov 12, 2024
Q3 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-113K- 28.66% |
$13M - $13.6M
|
282K
$32.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-114K- 48.35% |
$13.1M - $13.7M
|
122K
$14.2M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-118K- 6.3% |
$13.5M - $14.2M
|
1.75M
$204M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-139K- 96.31% |
$16M - $16.8M
|
5.34K
$621K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-191K- 10.44% |
$21.9M - $23M
|
1.64M
$190M
|
|
|
Oct 25, 2024
Q3 2024
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-193K- 15.0% |
$22.2M - $23.2M
|
1.1M
$127M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-221K- 52.32% |
$25.3M - $26.6M
|
201K
$23.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-285K- 12.75% |
$32.7M - $34.3M
|
1.95M
$227M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-869K- 99.0% |
$99.7M - $104M
|
8.82K
$1.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-2.7M- 71.66% |
$310M - $325M
|
1.07M
$124M
|