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 07, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
35.2KNew |
$3.93M - $4.13M
|
35.2K
$4.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
34K+ 3.09% |
$3.8M - $3.99M
|
1.14M
$132M
|
|
|
Feb 22, 2024
Q4 2023
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
33.5KNew |
$3.74M - $3.94M
|
33.5K
$3.89M
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
32.8KNew |
$3.66M - $3.85M
|
32.8K
$3.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
32.6K+ 7.42% |
$3.64M - $3.83M
|
472K
$54.8M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
32.5KNew |
$3.63M - $3.82M
|
32.5K
$3.78M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
31.8K+ 6.24% |
$3.55M - $3.74M
|
542K
$62.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
31.2KNew |
$3.48M - $3.66M
|
31.2K
$3.62M
|
|
|
Feb 06, 2024
Q4 2023
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
30.3KNew |
$3.39M - $3.56M
|
30.3K
$3.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
30K+ 146.27% |
$3.35M - $3.53M
|
50.6K
$5.87M
|
|
|
Feb 07, 2024
Q4 2023
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
29.8KNew |
$3.32M - $3.5M
|
29.8K
$3.46M
|
|
|
Feb 13, 2024
Q4 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
29.6K+ 35.85% |
$3.31M - $3.48M
|
112K
$13M
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
29.2KNew |
$3.26M - $3.42M
|
29.2K
$3.39M
|
|
|
Aug 08, 2024
Q4 2023
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
27.6KNew |
$3.08M - $3.24M
|
27.6K
$3.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
27.3K+ 79.88% |
$3.04M - $3.2M
|
61.4K
$7.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
24.9K+ 379.45% |
$2.78M - $2.93M
|
31.5K
$3.66M
|
|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
24.8KNew |
$2.77M - $2.91M
|
24.8K
$2.88M
|
|
|
Jan 18, 2024
Q4 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
23.4K+ 2341300.0% |
$2.61M - $2.75M
|
23.4K
$2.72M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
22.5KNew |
$2.51M - $2.64M
|
22.5K
$2.61M
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
22.4K+ 180.15% |
$2.5M - $2.63M
|
34.8K
$4.04M
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
21.7KNew |
$2.42M - $2.55M
|
21.7K
$2.52M
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
21.5K+ 36.53% |
$2.4M - $2.52M
|
80.3K
$9.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
20.9KNew |
$2.33M - $2.45M
|
20.9K
$2.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Vernal Point Advisors, LLC
San Francisco, CA |
BUY
|
- |
20.7KNew |
$2.31M - $2.43M
|
20.7K
$2.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
20.5KNew |
$2.29M - $2.41M
|
20.5K
$2.38M
|
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
19.8K+ 13.25% |
$2.21M - $2.33M
|
169K
$19.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
19.7K+ 983900.0% |
$2.2M - $2.31M
|
19.7K
$2.28M
|
|
|
Feb 12, 2024
Q4 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
19.6KNew |
$2.19M - $2.3M
|
19.6K
$2.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
19K+ 53.57% |
$2.12M - $2.23M
|
54.5K
$6.32M
|
|
|
Feb 12, 2024
Q4 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
18.6K+ 33.7% |
$2.07M - $2.18M
|
73.6K
$8.55M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
18.4KNew |
$2.06M - $2.16M
|
18.4K
$2.14M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
18.4K+ 15.65% |
$2.06M - $2.16M
|
136K
$15.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
18.2KNew |
$2.03M - $2.14M
|
18.2K
$2.11M
|
|
|
Oct 21, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
17.4K+ 97.5% |
$1.94M - $2.04M
|
35.2K
$4.08M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
17.2K+ 50.38% |
$1.91M - $2.01M
|
51.2K
$5.94M
|
|
|
May 16, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
16.4K+ 0.8% |
$1.83M - $1.93M
|
2.08M
$241M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
16.2K+ 418.6% |
$1.81M - $1.9M
|
20.1K
$2.33M
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
15.9K+ 197.04% |
$1.77M - $1.86M
|
23.9K
$2.77M
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
15.5KNew |
$1.73M - $1.82M
|
15.5K
$1.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
15.1K+ 822.05% |
$1.68M - $1.77M
|
16.9K
$1.96M
|
|
|
Jan 23, 2024
Q4 2023
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
14.5KNew |
$1.62M - $1.7M
|
14.5K
$1.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
13.8K+ 16.77% |
$1.55M - $1.63M
|
96.4K
$11.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
13.7K+ 342.25% |
$1.53M - $1.61M
|
17.7K
$2.05M
|
|
|
Aug 13, 2024
Q4 2023
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
13.6K+ 78.82% |
$1.52M - $1.6M
|
31K
$3.59M
|
|
|
Aug 13, 2024
Q4 2023
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
13.4KNew |
$1.5M - $1.58M
|
13.4K
$1.56M
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
13.4K+ 90.24% |
$1.49M - $1.57M
|
28.2K
$3.27M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
13.3K+ 51.66% |
$1.48M - $1.56M
|
39K
$4.53M
|
|
|
Jan 08, 2024
Q4 2023
|
Parkside Advisors LLC
|
BUY
|
- |
11.9K+ 5.39% |
$1.33M - $1.4M
|
233K
$27.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
11.5K+ 6.97% |
$1.28M - $1.35M
|
176K
$20.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
11.4K+ 456.47% |
$1.27M - $1.34M
|
13.9K
$1.62M
|