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
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
189+ 80.43% |
$21.1K - $22.2K
|
424
$49.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
188+ 30.77% |
$21K - $22.1K
|
799
$92.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
181+ 42.99% |
$20.2K - $21.2K
|
602
$69.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
179New |
$20K - $21K
|
179
$20.8K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
172+ 3.51% |
$19.2K - $20.2K
|
5.07K
$588K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
167New |
$18.6K - $19.6K
|
167
$19.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
150+ 40.0% |
$16.7K - $17.6K
|
525
$60.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
148+ 1.91% |
$16.5K - $17.4K
|
7.89K
$915K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
145+ 21.67% |
$16.2K - $17K
|
814
$94.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
144New |
$16.1K - $16.9K
|
144
$16.7K
|
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
138New |
$15.4K - $16.2K
|
138
$16K
|
|
|
Feb 05, 2024
Q4 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
135+ 0.95% |
$15.1K - $15.8K
|
14.4K
$1.67M
|
|
|
Feb 05, 2024
Q4 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
135+ 0.95% |
$15.1K - $15.8K
|
14.4K
$1.67M
|
|
|
Feb 15, 2024
Q4 2023
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
135+ 0.13% |
$15.1K - $15.8K
|
106K
$12.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
133+ 143.01% |
$14.8K - $15.6K
|
226
$26.2K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
128New |
$14.3K - $15K
|
128
$14.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
128+ 58.18% |
$14.3K - $15K
|
348
$40.4K
|
|
|
Jan 30, 2024
Q4 2023
|
Members Trust CO
|
BUY
|
- |
120+ 3.5% |
$13.4K - $14.1K
|
3.55K
$411K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
119New |
$13.3K - $14K
|
119
$13.8K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
110+ 8.95% |
$12.3K - $12.9K
|
1.34K
$155K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
110New |
$12.3K - $12.9K
|
110
$12.8K
|
|
|
Jan 25, 2024
Q4 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
102+ 0.44% |
$11.4K - $12K
|
23.3K
$2.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
100New |
$11.2K - $11.7K
|
100
$11.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
100New |
$11.2K - $11.7K
|
100
$11.6K
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
99New |
$11K - $11.6K
|
99
$11.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
96New |
$10.7K - $11.3K
|
96
$11.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
89+ 1.08% |
$9.93K - $10.4K
|
8.37K
$970K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
89+ 2.54% |
$9.93K - $10.4K
|
3.59K
$416K
|
|
|
Feb 05, 2024
Q4 2023
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
88+ 0.04% |
$9.82K - $10.3K
|
207K
$24M
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
76New |
$8.48K - $8.92K
|
76
$8.81K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
74New |
$8.26K - $8.69K
|
74
$8.58K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
69New |
$7.7K - $8.1K
|
69
$8K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
54+ 12.65% |
$6.03K - $6.34K
|
481
$55.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
47New |
$5.25K - $5.52K
|
47
$5.45K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
45New |
$5.02K - $5.28K
|
45
$5.22K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
45+ 40.91% |
$5.02K - $5.28K
|
155
$18K
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
37New |
$4.13K - $4.34K
|
37
$4.29K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
33New |
$3.68K - $3.87K
|
33
$3.83K
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
32+ 0.31% |
$3.57K - $3.76K
|
10.2K
$1.19M
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
32+ 0.31% |
$3.57K - $3.76K
|
10.2K
$1.19M
|
|
|
Jan 11, 2024
Q4 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
32+ 1.0% |
$3.57K - $3.76K
|
3.22K
$373K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
26+ 20.47% |
$2.9K - $3.05K
|
153
$17.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
17New |
$1.9K - $2K
|
17
$1.97K
|
|
|
Jan 26, 2024
Q4 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
16+ 0.12% |
$1.79K - $1.88K
|
13.6K
$1.57M
|
|
|
Jan 10, 2024
Q4 2023
|
Omega Financial Group, LLC
|
BUY
|
- |
16+ 0.25% |
$1.79K - $1.88K
|
6.49K
$753K
|
|
|
Feb 08, 2024
Q4 2023
|
Vista Capital Partners, Inc.
|
BUY
|
- |
15+ 0.44% |
$1.67K - $1.76K
|
3.39K
$393K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
14New |
$1.56K - $1.64K
|
14
$1.62K
|
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
13+ 0.6% |
$1.45K - $1.53K
|
2.18K
$252K
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
12+ 0.09% |
$1.34K - $1.41K
|
12.8K
$1.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
8+ 1.02% |
$893 - $939
|
792
$91.8K
|