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 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.55K+ 5.47% |
$178K - $187K
|
29.9K
$3.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
1.47K+ 29.41% |
$169K - $177K
|
6.48K
$753K
|
|
|
Oct 15, 2024
Q3 2024
|
Edge Wealth Management LLC
|
BUY
|
- |
1.41K+ 6.41% |
$162K - $169K
|
23.4K
$2.72M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
1.36K+ 0.89% |
$156K - $164K
|
154K
$17.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.36K+ 11.85% |
$156K - $163K
|
12.8K
$1.49M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.35K+ 1.97% |
$154K - $162K
|
69.7K
$8.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
1.33KNew |
$152K - $160K
|
1.33K
$154K
|
|
|
Oct 02, 2024
Q3 2024
|
Boltwood Capital Management
|
BUY
|
- |
1.28K+ 1.41% |
$147K - $154K
|
92.3K
$10.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
1.19K+ 5.37% |
$136K - $142K
|
23.3K
$2.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
1.17K+ 3.22% |
$134K - $140K
|
37.4K
$4.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
1.16K+ 2.32% |
$133K - $139K
|
51.1K
$5.94M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.13K+ 51.63% |
$129K - $135K
|
3.31K
$384K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
1.12KNew |
$129K - $135K
|
1.12K
$130K
|
|
|
Oct 10, 2024
Q3 2024
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
1.11K+ 2.29% |
$127K - $133K
|
49.5K
$5.75M
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.1K+ 3.61% |
$126K - $132K
|
31.7K
$3.68M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.1K+ 8.23% |
$126K - $132K
|
14.4K
$1.67M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.06K+ 4.71% |
$122K - $128K
|
23.6K
$2.75M
|
|
|
Nov 15, 2024
Q3 2024
|
Gould Capital, LLC
|
BUY
|
- |
1.05K+ 1.03% |
$120K - $126K
|
103K
$12M
|
|
|
Oct 08, 2024
Q3 2024
|
Sinecera Capital, LLC
|
BUY
|
- |
1K+ 6.66% |
$115K - $120K
|
16K
$1.86M
|
|
|
Oct 17, 2024
Q3 2024
|
Summa Corp.
Tomball, TX |
BUY
|
- |
1K+ 18.62% |
$115K - $120K
|
6.37K
$740K
|
|
|
Oct 23, 2024
Q3 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
994+ 3.76% |
$114K - $120K
|
27.4K
$3.18M
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
974+ 50.52% |
$112K - $117K
|
2.9K
$337K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
972+ 3.0% |
$112K - $117K
|
33.4K
$3.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
970+ 25.86% |
$111K - $117K
|
4.72K
$549K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
967+ 46.03% |
$111K - $116K
|
3.07K
$357K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
955+ 47.04% |
$110K - $115K
|
2.99K
$347K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
948+ 15.23% |
$109K - $114K
|
7.17K
$833K
|
|
|
Nov 07, 2024
Q3 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
919New |
$105K - $110K
|
919
$107K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
914+ 28.28% |
$105K - $110K
|
4.15K
$482K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
889+ 2.66% |
$102K - $107K
|
34.3K
$3.99M
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
888+ 4.01% |
$102K - $107K
|
23K
$2.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
886+ 0.9% |
$102K - $107K
|
99.6K
$11.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Wit, LLC
District Of Columbia, DC |
BUY
|
- |
834+ 90.36% |
$95.7K - $100K
|
1.76K
$204K
|
|
|
Oct 31, 2024
Q3 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
824+ 2.4% |
$94.5K - $99.1K
|
35.1K
$4.08M
|
|
|
Dec 06, 2024
Q3 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
823New |
$94.4K - $98.9K
|
823
$95.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
818+ 9.11% |
$93.8K - $98.3K
|
9.8K
$1.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
800+ 16.21% |
$91.8K - $96.2K
|
5.74K
$667K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
792New |
$90.9K - $95.2K
|
792
$92K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
781+ 18.8% |
$89.6K - $93.9K
|
4.94K
$574K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
771+ 145.47% |
$88.5K - $92.7K
|
1.3K
$151K
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
765+ 4.3% |
$87.8K - $92K
|
18.6K
$2.16M
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
744+ 20.94% |
$85.4K - $89.5K
|
4.3K
$499K
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
BUY
|
- |
703+ 1.19% |
$80.7K - $84.5K
|
59.8K
$6.95M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
698New |
$80.1K - $83.9K
|
698
$81.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
670New |
$76.9K - $80.6K
|
670
$77.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
640+ 18.93% |
$73.4K - $76.9K
|
4.02K
$467K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
637New |
$73.1K - $76.6K
|
637
$74K
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
633+ 0.88% |
$72.6K - $76.1K
|
72.8K
$8.45M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
625New |
$71.7K - $75.1K
|
625
$72.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
601+ 21.74% |
$69K - $72.3K
|
3.37K
$391K
|