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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-8.9K- 20.98% |
$1.02M - $1.05M
|
33.5K
$3.89M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-9.31K- 18.08% |
$1.07M - $1.09M
|
42.2K
$4.9M
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-9.43K- 13.7% |
$1.08M - $1.11M
|
59.4K
$6.89M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-10.3K- 7.75% |
$1.19M - $1.21M
|
123K
$14.3M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-10.4K- 19.05% |
$1.19M - $1.22M
|
44.1K
$5.12M
|
|
|
May 03, 2024
Q1 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-10.4K- 18.2% |
$1.19M - $1.22M
|
46.7K
$5.42M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-10.4K- 24.99% |
$1.2M - $1.22M
|
31.3K
$3.63M
|
|
|
Apr 23, 2024
Q1 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-10.8K- 65.61% |
$1.24M - $1.27M
|
5.66K
$658K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-11.9K- 37.72% |
$1.37M - $1.4M
|
19.6K
$2.28M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-12K- 34.84% |
$1.37M - $1.4M
|
22.4K
$2.6M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-12K- 2.42% |
$1.37M - $1.41M
|
483K
$56.1M
|
|
|
May 08, 2024
Q1 2024
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-12K- 39.62% |
$1.38M - $1.41M
|
18.3K
$2.13M
|
|
|
Apr 01, 2024
Q1 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-12.2K- 6.7% |
$1.4M - $1.44M
|
170K
$19.7M
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-12.3K- 35.04% |
$1.42M - $1.45M
|
22.9K
$2.66M
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-12.7K- 71.42% |
$1.46M - $1.49M
|
5.08K
$589K
|
|
|
Aug 13, 2024
Q1 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-13.6K- 44.08% |
$1.57M - $1.6M
|
17.3K
$2.01M
|
|
|
May 14, 2024
Q1 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-13.6K- 44.08% |
$1.57M - $1.6M
|
17.3K
$2.01M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-14.6K- 76.73% |
$1.67M - $1.71M
|
4.41K
$512K
|
|
|
May 03, 2024
Q1 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-14.9K- 88.38% |
$1.72M - $1.75M
|
1.96K
$228K
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-15.1K- 69.48% |
$1.73M - $1.77M
|
6.62K
$769K
|
|
|
Apr 22, 2024
Q1 2024
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-16.1K- 52.57% |
$1.85M - $1.89M
|
14.5K
$1.68M
|
|
|
May 14, 2024
Q1 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-16.4K- 0.79% |
$1.89M - $1.93M
|
2.06M
$240M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-17.2K- 33.5% |
$1.97M - $2.02M
|
34K
$3.95M
|
|
|
May 14, 2024
Q1 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-19K- 60.23% |
$2.18M - $2.23M
|
12.5K
$1.45M
|
|
|
May 07, 2024
Q1 2024
|
West End Advisors, LLC
|
SELL
|
- |
-19.2K- 1.48% |
$2.2M - $2.25M
|
1.27M
$148M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-21.6K- 59.0% |
$2.49M - $2.54M
|
15K
$1.75M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-21.9K- 1.74% |
$2.52M - $2.57M
|
1.23M
$143M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-21.9K- 9.09% |
$2.52M - $2.58M
|
220K
$25.5M
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-24.9K- 85.19% |
$2.86M - $2.92M
|
4.32K
$502K
|
|
|
Apr 22, 2024
Q1 2024
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-24.9K- 25.59% |
$2.86M - $2.93M
|
72.4K
$8.41M
|
|
|
May 14, 2024
Q1 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-26.6K- 58.27% |
$3.06M - $3.13M
|
19K
$2.21M
|
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-27.6K- 54.51% |
$3.17M - $3.24M
|
23K
$2.67M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-27.8K- 13.12% |
$3.2M - $3.27M
|
184K
$21.4M
|
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-30.8K- 40.04% |
$3.54M - $3.62M
|
46.2K
$5.36M
|
|
|
May 14, 2024
Q1 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-31.8K- 80.78% |
$3.66M - $3.74M
|
7.57K
$879K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-33.4K- 28.24% |
$3.84M - $3.93M
|
85K
$9.87M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-35.8K- 19.15% |
$4.12M - $4.21M
|
151K
$17.6M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-40K- 0.42% |
$4.6M - $4.7M
|
9.58M
$1.11B
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-45.1K- 61.96% |
$5.19M - $5.31M
|
27.7K
$3.22M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-46.6K- 48.1% |
$5.35M - $5.47M
|
50.3K
$5.84M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-47.9K- 35.49% |
$5.51M - $5.63M
|
87.1K
$10.1M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-48.5K- 96.57% |
$5.58M - $5.7M
|
1.72K
$200K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-49.9K- 40.51% |
$5.73M - $5.86M
|
73.2K
$8.5M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-52.6K- 98.74% |
$6.04M - $6.18M
|
669
$77.7K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-53.7K- 22.51% |
$6.18M - $6.32M
|
185K
$21.5M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-54.1K- 23.38% |
$6.21M - $6.35M
|
177K
$20.6M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-54.3K- 65.67% |
$6.24M - $6.38M
|
28.4K
$3.3M
|
|
|
Apr 11, 2024
Q1 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-58K- 82.86% |
$6.67M - $6.82M
|
12K
$1.39M
|
|
|
Apr 25, 2024
Q1 2024
|
One Day In July LLC
|
SELL
|
- |
-61.4K- 33.09% |
$7.06M - $7.22M
|
124K
$14.4M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-64.9K- 3.04% |
$7.47M - $7.63M
|
2.07M
$241M
|