Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
960K+ 75.64% |
$107M - $113M
|
2.23M
$257M
|
|
|
Jun 17, 2024
Q4 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
375K+ 581.37% |
$41.8M - $44M
|
439K
$50.5M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
319KNew |
$35.6M - $37.5M
|
319K
$36.7M
|
|
|
Jan 19, 2024
Q4 2023
|
Marks Wealth, LLC
|
BUY
|
- |
309KNew |
$34.5M - $36.3M
|
309K
$35.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
290K+ 5225.23% |
$32.4M - $34M
|
296K
$34M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
219K+ 4.59% |
$24.5M - $25.7M
|
4.99M
$575M
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
210KNew |
$23.4M - $24.6M
|
210K
$24.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
197KNew |
$22M - $23.1M
|
197K
$22.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Banco Santander, S.A.
|
BUY
|
- |
184K+ 100.99% |
$20.6M - $21.6M
|
367K
$42.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
175K+ 236.82% |
$19.6M - $20.6M
|
249K
$28.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
150KNew |
$16.7M - $17.6M
|
150K
$17.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
145K+ 92.77% |
$16.1M - $17M
|
300K
$34.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
144K+ 61.96% |
$16M - $16.9M
|
376K
$43.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
142K+ 6879.93% |
$15.9M - $16.7M
|
144K
$16.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
128K+ 6.53% |
$14.3M - $15.1M
|
2.09M
$241M
|
|
|
Sep 30, 2024
Q4 2023
|
Mirabaud & Cie Sa
Geneva, V8 |
BUY
|
- |
119KNew |
$13.3M - $14M
|
119K
$13.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
111K+ 12.36% |
$12.4M - $13.1M
|
1.01M
$116M
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
BUY
|
- |
110K+ 895.27% |
$12.3M - $13M
|
123K
$14.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
98.3K+ 395.9% |
$11M - $11.5M
|
123K
$14.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
97.3KNew |
$10.9M - $11.4M
|
97.3K
$11.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Quaker Wealth Management, LLC
|
BUY
|
- |
95.3KNew |
$10.6M - $11.2M
|
95.3K
$11M
|
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
84.3K+ 833.09% |
$9.41M - $9.89M
|
94.4K
$10.9M
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
75.3K+ 36.21% |
$8.4M - $8.83M
|
283K
$32.6M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
74.7K+ 35.39% |
$8.34M - $8.77M
|
286K
$32.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
73.6K+ 18.56% |
$8.22M - $8.64M
|
470K
$54.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
70KNew |
$7.81M - $8.22M
|
70K
$8.06M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
68.5K+ 12.22% |
$7.64M - $8.04M
|
629K
$72.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
62.6KNew |
$6.98M - $7.35M
|
62.6K
$7.2M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
61.9K+ 567.14% |
$6.91M - $7.27M
|
72.8K
$8.38M
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
60.1KNew |
$6.71M - $7.06M
|
60.1K
$6.92M
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
57.7K+ 44.75% |
$6.44M - $6.78M
|
187K
$21.5M
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
53.7K+ 17.24% |
$5.99M - $6.3M
|
365K
$42M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
52.4K+ 27.72% |
$5.85M - $6.15M
|
242K
$27.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
50.4KNew |
$5.63M - $5.92M
|
50.4K
$5.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
48.6K+ 28.16% |
$5.42M - $5.7M
|
221K
$25.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
47.2KNew |
$5.27M - $5.54M
|
47.2K
$5.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
47.1K+ 13.22% |
$5.25M - $5.52M
|
403K
$46.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Paragon Capital Management LTD
|
BUY
|
- |
44.3K+ 496.81% |
$4.94M - $5.2M
|
53.2K
$6.12M
|
|
|
Jan 31, 2024
Q4 2023
|
Opus Capital Group, LLC
|
BUY
|
- |
43.9KNew |
$4.9M - $5.15M
|
43.9K
$5.05M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
43.4K+ 47.45% |
$4.85M - $5.1M
|
135K
$15.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
42K+ 76.62% |
$4.69M - $4.93M
|
96.8K
$11.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
41.1K+ 6.74% |
$4.58M - $4.82M
|
650K
$74.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
39.7KNew |
$4.43M - $4.66M
|
39.7K
$4.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Wealth Management, LLC
|
BUY
|
- |
39.4KNew |
$4.39M - $4.62M
|
39.4K
$4.53M
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
38.6KNew |
$4.31M - $4.53M
|
38.6K
$4.45M
|
|
|
Jan 18, 2024
Q4 2023
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
37.9K+ 68.28% |
$4.23M - $4.45M
|
93.4K
$10.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
37.6K+ 584.24% |
$4.19M - $4.41M
|
44K
$5.07M
|
|
|
Jan 25, 2024
Q4 2023
|
Hc Advisors, LLC
|
BUY
|
- |
36.9KNew |
$4.12M - $4.33M
|
36.9K
$4.25M
|
|
|
Feb 12, 2024
Q4 2023
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
36.2K+ 46.3% |
$4.04M - $4.25M
|
114K
$13.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
35.2K+ 43.92% |
$3.93M - $4.14M
|
115K
$13.3M
|