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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-1.26K- 2.81% |
$141K - $148K
|
43.7K
$5.07M
|
|
|
Jan 29, 2024
Q4 2023
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-1.3K- 2.97% |
$145K - $153K
|
42.4K
$4.92M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.3K- 22.63% |
$146K - $153K
|
4.46K
$517K
|
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-1.31K- 2.71% |
$146K - $154K
|
46.9K
$5.44M
|
|
|
Jan 24, 2024
Q4 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-1.41K- 8.55% |
$158K - $166K
|
15.1K
$1.75M
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
SELL
|
- |
-1.46K- 15.74% |
$163K - $172K
|
7.84K
$909K
|
|
|
Jan 05, 2024
Q4 2023
|
Martin Capital Partners, LLC
|
SELL
|
- |
-1.51K- 12.39% |
$169K - $178K
|
10.7K
$1.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.62K- 8.25% |
$181K - $190K
|
18K
$2.09M
|
|
|
Jan 31, 2024
Q4 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-1.69K- 32.61% |
$189K - $199K
|
3.5K
$406K
|
|
|
Jan 09, 2024
Q4 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-1.7K- 33.27% |
$190K - $200K
|
3.41K
$396K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.73K- 38.13% |
$193K - $203K
|
2.81K
$326K
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-1.84K- 20.43% |
$205K - $216K
|
7.17K
$832K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.92K- 21.7% |
$215K - $226K
|
6.94K
$806K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.95K- 2.36% |
$217K - $228K
|
80.4K
$9.33M
|
|
|
Feb 07, 2024
Q4 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-2.07K- 18.83% |
$231K - $243K
|
8.92K
$1.04M
|
|
|
Sep 04, 2024
Q4 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-2.08K- 31.85% |
$232K - $244K
|
4.45K
$516K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.11K- 29.78% |
$235K - $247K
|
4.97K
$577K
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-2.15K- 35.84% |
$240K - $253K
|
3.85K
$447K
|
|
|
Jan 19, 2024
Q4 2023
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-2.26K- 24.63% |
$252K - $265K
|
6.91K
$801K
|
|
|
Jan 22, 2024
Q4 2023
|
Center For Asset Management LLC
|
SELL
|
- |
-2.33K- 27.12% |
$260K - $273K
|
6.25K
$725K
|
|
|
Feb 12, 2024
Q4 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-2.45K- 19.69% |
$273K - $288K
|
9.99K
$1.16M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-2.59K- 1.37% |
$289K - $304K
|
187K
$21.7M
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-2.81K- 11.66% |
$313K - $329K
|
21.3K
$2.47M
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-2.83K- 93.46% |
$316K - $332K
|
198
$23K
|
|
|
Jan 29, 2024
Q4 2023
|
Highview Capital Management LLC
|
SELL
|
- |
-2.9K- 3.54% |
$323K - $340K
|
79K
$9.17M
|
|
|
Feb 06, 2024
Q4 2023
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-2.9K- 43.11% |
$324K - $341K
|
3.83K
$444K
|
|
|
Feb 07, 2024
Q4 2023
|
ETF Store, Inc.
|
SELL
|
- |
-2.93K- 8.4% |
$327K - $344K
|
32K
$3.71M
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-2.94K- 36.46% |
$328K - $345K
|
5.13K
$595K
|
|
|
Jan 25, 2024
Q4 2023
|
Ma Private Wealth
|
SELL
|
- |
-3.18K- 14.11% |
$355K - $373K
|
19.4K
$2.25M
|
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-3.29K- 28.12% |
$368K - $386K
|
8.42K
$977K
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-3.35K- 32.64% |
$374K - $393K
|
6.91K
$802K
|
|
|
Feb 14, 2024
Q4 2023
|
Gould Capital, LLC
|
SELL
|
- |
-3.36K- 3.46% |
$375K - $394K
|
93.6K
$10.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
SELL
|
- |
-3.36K- 11.18% |
$375K - $395K
|
26.7K
$3.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-3.48K- 22.71% |
$388K - $408K
|
11.8K
$1.37M
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-3.53K- 10.76% |
$394K - $414K
|
29.3K
$3.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-3.94K- 24.41% |
$440K - $462K
|
12.2K
$1.42M
|
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-4.12K- 46.45% |
$460K - $484K
|
4.75K
$552K
|
|
|
Jan 22, 2024
Q4 2023
|
Berkshire Bank
|
SELL
|
- |
-4.21K- 2.37% |
$469K - $494K
|
173K
$20.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-4.4K- 42.34% |
$491K - $516K
|
5.99K
$695K
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-4.51K- 9.45% |
$503K - $529K
|
43.2K
$5.01M
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-4.77K- 73.98% |
$532K - $560K
|
1.68K
$195K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.9K- 42.73% |
$547K - $576K
|
6.57K
$763K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-5.07K- 13.07% |
$566K - $595K
|
33.7K
$3.91M
|
|
|
Feb 06, 2024
Q4 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-5.29K- 24.15% |
$590K - $621K
|
16.6K
$1.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-5.42K- 15.39% |
$605K - $636K
|
29.8K
$3.46M
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-5.73K- 4.12% |
$640K - $673K
|
133K
$15.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.77K- 4.25% |
$644K - $677K
|
130K
$15.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-5.82K- 14.2% |
$650K - $684K
|
35.2K
$4.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.84K- 10.94% |
$652K - $686K
|
47.5K
$5.52M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-5.87K- 8.54% |
$655K - $688K
|
62.8K
$7.29M
|