Purchases and Sales Made in Q1 2024 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 Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-1.49K- 2.42% |
$171K - $175K
|
59.9K
$6.95M
|
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-1.52K- 19.86% |
$175K - $179K
|
6.14K
$712K
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1.55K- 1.93% |
$179K - $183K
|
78.8K
$9.15M
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-1.57K- 26.12% |
$180K - $184K
|
4.43K
$514K
|
|
|
May 10, 2024
Q1 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.6K- 29.77% |
$184K - $188K
|
3.78K
$438K
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-1.7K- 43.59% |
$195K - $200K
|
2.2K
$255K
|
|
|
Apr 17, 2024
Q1 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-1.74K- 24.36% |
$199K - $204K
|
5.39K
$626K
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-1.76K- 27.93% |
$202K - $207K
|
4.54K
$527K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.76K- 5.55% |
$203K - $207K
|
30K
$3.49M
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.8K- 14.0% |
$206K - $211K
|
11K
$1.28M
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1.8K- 4.56% |
$207K - $211K
|
37.6K
$4.37M
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.81K- 6.43% |
$208K - $213K
|
26.3K
$3.06M
|
|
|
May 13, 2024
Q1 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-1.83K- 9.44% |
$210K - $215K
|
17.5K
$2.04M
|
|
|
Apr 22, 2024
Q1 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-1.85K- 35.28% |
$212K - $217K
|
3.38K
$393K
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-1.96K- 9.53% |
$225K - $230K
|
18.6K
$2.16M
|
|
|
Apr 24, 2024
Q1 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-1.98K- 68.87% |
$228K - $233K
|
895
$104K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.11K- 1.62% |
$243K - $248K
|
128K
$14.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Berkshire Bank
|
SELL
|
- |
-2.19K- 1.27% |
$252K - $258K
|
171K
$19.9M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.24K- 10.25% |
$258K - $263K
|
19.6K
$2.28M
|
|
|
Apr 30, 2024
Q1 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-2.48K- 36.97% |
$286K - $292K
|
4.24K
$492K
|
|
|
Apr 26, 2024
Q1 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-2.5K- 36.23% |
$288K - $294K
|
4.4K
$511K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-2.81K- 36.53% |
$323K - $330K
|
4.88K
$566K
|
|
|
Aug 13, 2024
Q1 2024
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-2.99K- 22.25% |
$343K - $351K
|
10.4K
$1.21M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3.06K- 87.24% |
$351K - $359K
|
447
$51.9K
|
|
|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-3.06K- 13.6% |
$352K - $360K
|
19.4K
$2.26M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.09K- 44.49% |
$355K - $363K
|
3.85K
$448K
|
|
|
Apr 15, 2024
Q1 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-3.12K- 29.09% |
$358K - $366K
|
7.6K
$883K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-3.15K- 24.64% |
$362K - $370K
|
9.63K
$1.12M
|
|
|
Apr 23, 2024
Q1 2024
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-3.37K- 23.24% |
$388K - $396K
|
11.1K
$1.29M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-3.52K- 54.83% |
$404K - $413K
|
2.9K
$336K
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
SELL
|
- |
-3.68K- 6.09% |
$423K - $432K
|
56.7K
$6.59M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.2K- 3.68% |
$483K - $494K
|
110K
$12.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.25K- 64.59% |
$488K - $499K
|
2.33K
$270K
|
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
SELL
|
- |
-4.49K- 12.62% |
$517K - $528K
|
31.1K
$3.62M
|
|
|
Apr 04, 2024
Q1 2024
|
Boltwood Capital Management
|
SELL
|
- |
-4.84K- 4.63% |
$556K - $569K
|
99.7K
$11.6M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-4.91K- 9.56% |
$565K - $577K
|
46.5K
$5.4M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-4.94K- 5.22% |
$568K - $580K
|
89.6K
$10.4M
|
|
|
May 01, 2024
Q1 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-5.34K- 21.15% |
$614K - $628K
|
19.9K
$2.31M
|
|
|
May 10, 2024
Q1 2024
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-6.05K- 20.3% |
$695K - $711K
|
23.7K
$2.76M
|
|
|
Apr 18, 2024
Q1 2024
|
Raub Brock Capital Management LP
|
SELL
|
- |
-6.23K- 4.15% |
$716K - $732K
|
144K
$16.7M
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-6.36K- 69.73% |
$732K - $748K
|
2.76K
$321K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-6.38K- 1.35% |
$734K - $750K
|
466K
$54.1M
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-6.47K- 1.59% |
$744K - $760K
|
399K
$46.4M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-6.71K- 37.14% |
$771K - $788K
|
11.4K
$1.32M
|
|
|
May 02, 2024
Q1 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-6.88K- 13.11% |
$791K - $808K
|
45.6K
$5.29M
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-7.21K- 38.66% |
$829K - $847K
|
11.4K
$1.33M
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-7.69K- 48.86% |
$884K - $904K
|
8.05K
$935K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-7.97K- 19.65% |
$916K - $936K
|
32.6K
$3.78M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-8.33K- 30.68% |
$957K - $979K
|
18.8K
$2.18M
|
|
|
May 07, 2024
Q1 2024
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-8.84K- 34.97% |
$1.02M - $1.04M
|
16.4K
$1.91M
|