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 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
633+ 0.88% |
$72.6K - $76.1K
|
72.8K
$8.58M
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
625New |
$71.7K - $75.1K
|
625
$73.7K
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
601+ 21.74% |
$69K - $72.3K
|
3.37K
$397K
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
592+ 52.67% |
$67.9K - $71.2K
|
1.72K
$202K
|
|
Nov 04, 2024
Q3 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
588+ 32.61% |
$67.5K - $70.7K
|
2.39K
$282K
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
584+ 45.06% |
$67K - $70.2K
|
1.88K
$222K
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
578+ 55.47% |
$66.3K - $69.5K
|
1.62K
$191K
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
574+ 57.17% |
$65.9K - $69K
|
1.58K
$186K
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
543+ 0.15% |
$62.3K - $65.3K
|
362K
$42.7M
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
542+ 54200.0% |
$62.2K - $65.2K
|
543
$64.1K
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
501+ 0.27% |
$57.5K - $60.2K
|
187K
$22.1M
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
497+ 28.42% |
$57K - $59.8K
|
2.25K
$265K
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
479+ 2.93% |
$55K - $57.6K
|
16.8K
$1.98M
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
443+ 7.3% |
$50.8K - $53.3K
|
6.52K
$769K
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
441New |
$50.6K - $53K
|
441
$52K
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
389+ 0.74% |
$44.6K - $46.8K
|
53K
$6.25M
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
381+ 3.72% |
$43.7K - $45.8K
|
10.6K
$1.25M
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
372New |
$42.7K - $44.7K
|
372
$43.9K
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
369+ 18.22% |
$42.3K - $44.4K
|
2.39K
$282K
|
|
Oct 30, 2024
Q3 2024
|
Divergent Wealth Advisors
|
BUY
|
- |
365+ 1.2% |
$41.9K - $43.9K
|
30.8K
$3.64M
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
350+ 18.64% |
$40.2K - $42.1K
|
2.23K
$263K
|
|
Oct 24, 2024
Q3 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
346+ 1.42% |
$39.7K - $41.6K
|
24.7K
$2.92M
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
345+ 0.37% |
$39.6K - $41.5K
|
93.8K
$11.1M
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
340+ 0.84% |
$39K - $40.9K
|
40.6K
$4.79M
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
BUY
|
- |
326+ 15.17% |
$37.4K - $39.2K
|
2.48K
$292K
|
|
Nov 07, 2024
Q3 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
325+ 3.15% |
$37.3K - $39.1K
|
10.6K
$1.25M
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
BUY
|
- |
312+ 4.2% |
$35.8K - $37.5K
|
7.74K
$914K
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
311+ 10.51% |
$35.7K - $37.4K
|
3.27K
$386K
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
310+ 0.04% |
$35.6K - $37.3K
|
788K
$93M
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
275+ 15.64% |
$31.6K - $33.1K
|
2.03K
$240K
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
275+ 22.5% |
$31.6K - $33.1K
|
1.5K
$177K
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
273+ 76.69% |
$31.3K - $32.8K
|
629
$74.2K
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
252+ 494.12% |
$28.9K - $30.3K
|
303
$35.8K
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
250+ 6.46% |
$28.7K - $30.1K
|
4.12K
$486K
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
249+ 2.24% |
$28.6K - $29.9K
|
11.4K
$1.34M
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
223+ 8.95% |
$25.6K - $26.8K
|
2.72K
$320K
|
|
Oct 21, 2024
Q3 2024
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
221+ 0.24% |
$25.4K - $26.6K
|
91.8K
$10.8M
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
219+ 1.77% |
$25.1K - $26.3K
|
12.6K
$1.48M
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
215New |
$24.7K - $25.8K
|
215
$25.4K
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
196New |
$22.5K - $23.6K
|
196
$23.1K
|
|
Nov 13, 2024
Q3 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
196+ 4.0% |
$22.5K - $23.6K
|
5.09K
$601K
|
|
Oct 21, 2024
Q3 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
193+ 1.93% |
$22.1K - $23.2K
|
10.2K
$1.21M
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
185+ 1.08% |
$21.2K - $22.2K
|
17.2K
$2.03M
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
180+ 400.0% |
$20.7K - $21.6K
|
225
$26.5K
|
|
Nov 13, 2024
Q3 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
178New |
$20.4K - $21.4K
|
178
$21K
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
176New |
$20.2K - $21.2K
|
176
$20.8K
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
175+ 97.77% |
$20.1K - $21K
|
354
$41.8K
|
|
Oct 10, 2024
Q3 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
171+ 2.48% |
$19.6K - $20.6K
|
7.07K
$834K
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
168+ 9.13% |
$19.3K - $20.2K
|
2.01K
$237K
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
BUY
|
- |
159+ 0.8% |
$18.2K - $19.1K
|
20.1K
$2.37M
|