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 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5.97K- 10.26% |
$667K - $701K
|
52.2K
$6.06M
|
|
|
Jan 17, 2024
Q4 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-6.02K- 21.87% |
$672K - $707K
|
21.5K
$2.5M
|
|
|
Jan 19, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-6.13KClosed |
$685K - $720K
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Unconventional Investor, LLC
|
SELL
|
- |
-6.38K- 70.96% |
$712K - $749K
|
2.61K
$303K
|
|
|
Feb 08, 2024
Q4 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-6.73K- 7.5% |
$751K - $790K
|
83K
$9.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-7.18K- 44.38% |
$802K - $843K
|
9K
$1.04M
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-7.25K- 9.53% |
$809K - $851K
|
68.8K
$7.98M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-8.79K- 22.42% |
$981K - $1.03M
|
30.4K
$3.53M
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-9.15K- 3.48% |
$1.02M - $1.07M
|
254K
$29.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-9.35K- 20.32% |
$1.04M - $1.1M
|
36.7K
$4.25M
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-9.4K- 10.88% |
$1.05M - $1.1M
|
77K
$8.93M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-9.52K- 66.1% |
$1.06M - $1.12M
|
4.88K
$567K
|
|
|
Nov 14, 2024
Q4 2023
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-10.2K- 4.7% |
$1.14M - $1.2M
|
207K
$24M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-10.2K- 18.57% |
$1.14M - $1.2M
|
44.9K
$5.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
SELL
|
- |
-10.5K- 22.75% |
$1.17M - $1.23M
|
35.6K
$4.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-10.7K- 50.71% |
$1.19M - $1.26M
|
10.4K
$1.21M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-10.7K- 83.72% |
$1.2M - $1.26M
|
2.09K
$242K
|
|
|
Jan 11, 2024
Q4 2023
|
Edge Wealth Management LLC
|
SELL
|
- |
-10.8K- 40.45% |
$1.2M - $1.27M
|
15.9K
$1.84M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-11.1K- 13.16% |
$1.24M - $1.3M
|
73.3K
$8.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-11.2K- 3.16% |
$1.25M - $1.31M
|
342K
$39.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-11.4K- 2.73% |
$1.27M - $1.34M
|
406K
$47.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-12.4K- 40.7% |
$1.38M - $1.45M
|
18.1K
$2.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Dock Street Asset Management Inc
|
SELL
|
- |
-12.9K- 26.32% |
$1.44M - $1.52M
|
36.2K
$4.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-14.1K- 26.39% |
$1.58M - $1.66M
|
39.4K
$4.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-14.5K- 31.82% |
$1.61M - $1.7M
|
31K
$3.59M
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-14.6K- 81.48% |
$1.63M - $1.71M
|
3.32K
$385K
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-15.6K- 8.12% |
$1.74M - $1.83M
|
177K
$20.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Cowen And Company, LLC
|
SELL
|
- |
-17.3K- 53.56% |
$1.93M - $2.03M
|
15K
$1.74M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-17.8K- 3.47% |
$1.98M - $2.09M
|
495K
$57.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-17.9K- 13.13% |
$2M - $2.1M
|
118K
$13.7M
|
|
|
Jan 25, 2024
Q4 2023
|
Raub Brock Capital Management LP
|
SELL
|
- |
-18.1K- 10.8% |
$2.02M - $2.13M
|
150K
$17.4M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-18.2K- 48.11% |
$2.04M - $2.14M
|
19.7K
$2.28M
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-19.2K- 12.64% |
$2.15M - $2.26M
|
133K
$15.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-20.5K- 6.82% |
$2.29M - $2.41M
|
280K
$32.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-21.7K- 40.76% |
$2.42M - $2.55M
|
31.5K
$3.66M
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-22.3K- 41.48% |
$2.49M - $2.62M
|
31.5K
$3.65M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-22.8K- 39.96% |
$2.55M - $2.68M
|
34.3K
$3.98M
|
|
|
Jan 12, 2024
Q4 2023
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-23K- 13.28% |
$2.57M - $2.7M
|
150K
$17.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-23.3K- 1.75% |
$2.6M - $2.74M
|
1.31M
$152M
|
|
|
Feb 06, 2024
Q4 2023
|
James Investment Research Inc
|
SELL
|
- |
-23.6K- 28.12% |
$2.64M - $2.77M
|
60.4K
$7.01M
|
|
|
Jan 22, 2024
Q4 2023
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-24K- 61.72% |
$2.67M - $2.81M
|
14.9K
$1.72M
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-24.3K- 1.15% |
$2.71M - $2.85M
|
2.08M
$241M
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-25.5K- 10.81% |
$2.84M - $2.99M
|
210K
$24.4M
|
|
|
Feb 05, 2024
Q4 2023
|
One Day In July LLC
|
SELL
|
- |
-25.5K- 12.09% |
$2.85M - $2.99M
|
186K
$21.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-25.6K- 9.69% |
$2.86M - $3.01M
|
239K
$27.7M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-25.7K- 5.26% |
$2.86M - $3.01M
|
462K
$53.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-25.7K- 99.55% |
$2.87M - $3.02M
|
117
$13.6K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-26K- 0.99% |
$2.91M - $3.06M
|
2.6M
$302M
|
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-26.7K- 5.36% |
$2.98M - $3.13M
|
471K
$54.7M
|
|
|
Jan 18, 2024
Q4 2023
|
West End Advisors, LLC
|
SELL
|
- |
-27.2K- 2.06% |
$3.03M - $3.19M
|
1.29M
$150M
|