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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
592+ 52.67% |
$67.9K - $71.2K
|
1.72K
$199K
|
|
|
Nov 04, 2024
Q3 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
588+ 32.61% |
$67.5K - $70.7K
|
2.39K
$278K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
584+ 45.06% |
$67K - $70.2K
|
1.88K
$218K
|
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
578+ 55.47% |
$66.3K - $69.5K
|
1.62K
$188K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
574+ 57.17% |
$65.9K - $69K
|
1.58K
$183K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
543+ 0.15% |
$62.3K - $65.3K
|
362K
$42M
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
542+ 54200.0% |
$62.2K - $65.2K
|
543
$63.1K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
501+ 0.27% |
$57.5K - $60.2K
|
187K
$21.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
497+ 28.42% |
$57K - $59.8K
|
2.25K
$261K
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
479+ 2.93% |
$55K - $57.6K
|
16.8K
$1.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
443+ 7.3% |
$50.8K - $53.3K
|
6.52K
$757K
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
441New |
$50.6K - $53K
|
441
$51.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
389+ 0.74% |
$44.6K - $46.8K
|
53K
$6.15M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
381+ 3.72% |
$43.7K - $45.8K
|
10.6K
$1.23M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
372New |
$42.7K - $44.7K
|
372
$43.2K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
369+ 18.22% |
$42.3K - $44.4K
|
2.39K
$278K
|
|
|
Oct 30, 2024
Q3 2024
|
Divergent Wealth Advisors
|
BUY
|
- |
365+ 1.2% |
$41.9K - $43.9K
|
30.8K
$3.58M
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
350+ 18.64% |
$40.2K - $42.1K
|
2.23K
$259K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
346+ 1.42% |
$39.7K - $41.6K
|
24.7K
$2.87M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
345+ 0.37% |
$39.6K - $41.5K
|
93.8K
$10.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
340+ 0.84% |
$39K - $40.9K
|
40.6K
$4.72M
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
BUY
|
- |
326+ 15.17% |
$37.4K - $39.2K
|
2.48K
$288K
|
|
|
Nov 07, 2024
Q3 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
325+ 3.15% |
$37.3K - $39.1K
|
10.6K
$1.24M
|
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
BUY
|
- |
312+ 4.2% |
$35.8K - $37.5K
|
7.74K
$900K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
311+ 10.51% |
$35.7K - $37.4K
|
3.27K
$380K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
310+ 0.04% |
$35.6K - $37.3K
|
788K
$91.6M
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
275+ 22.5% |
$31.6K - $33.1K
|
1.5K
$174K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
275+ 15.64% |
$31.6K - $33.1K
|
2.03K
$236K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
273+ 76.69% |
$31.3K - $32.8K
|
629
$73.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
252+ 494.12% |
$28.9K - $30.3K
|
303
$35.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
250+ 6.46% |
$28.7K - $30.1K
|
4.12K
$479K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
249+ 2.24% |
$28.6K - $29.9K
|
11.4K
$1.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
223+ 8.95% |
$25.6K - $26.8K
|
2.72K
$315K
|
|
|
Oct 21, 2024
Q3 2024
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
221+ 0.24% |
$25.4K - $26.6K
|
91.8K
$10.7M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
219+ 1.77% |
$25.1K - $26.3K
|
12.6K
$1.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
215New |
$24.7K - $25.8K
|
215
$25K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
196+ 4.0% |
$22.5K - $23.6K
|
5.09K
$592K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
196New |
$22.5K - $23.6K
|
196
$22.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
193+ 1.93% |
$22.1K - $23.2K
|
10.2K
$1.19M
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
185+ 1.08% |
$21.2K - $22.2K
|
17.2K
$2M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
180+ 400.0% |
$20.7K - $21.6K
|
225
$26.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
178New |
$20.4K - $21.4K
|
178
$20.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
176New |
$20.2K - $21.2K
|
176
$20.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
175+ 97.77% |
$20.1K - $21K
|
354
$41.1K
|
|
|
Oct 10, 2024
Q3 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
171+ 2.48% |
$19.6K - $20.6K
|
7.07K
$822K
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
168+ 9.13% |
$19.3K - $20.2K
|
2.01K
$233K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
BUY
|
- |
159+ 0.8% |
$18.2K - $19.1K
|
20.1K
$2.34M
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
156+ 113.04% |
$17.9K - $18.8K
|
294
$34.2K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
152+ 3.46% |
$17.4K - $18.3K
|
4.55K
$529K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
152+ 410.81% |
$17.4K - $18.3K
|
189
$22K
|