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 14, 2024
Q1 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-68.3K- 56.94% |
$7.86M - $8.03M
|
51.7K
$6M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-70.9K- 32.08% |
$8.16M - $8.34M
|
150K
$17.4M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-71.4K- 2.56% |
$8.21M - $8.39M
|
2.71M
$315M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-76.3K- 65.45% |
$8.77M - $8.96M
|
40.3K
$4.68M
|
|
|
May 07, 2024
Q1 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-84.9K- 23.08% |
$9.76M - $9.98M
|
283K
$32.9M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-85.3K- 47.2% |
$9.8M - $10M
|
95.4K
$11.1M
|
|
|
May 13, 2024
Q1 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-89.7K- 43.8% |
$10.3M - $10.5M
|
115K
$13.4M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-89.8K- 3.45% |
$10.3M - $10.6M
|
2.51M
$292M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-93.2K- 96.69% |
$10.7M - $11M
|
3.2K
$371K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-101K- 5.15% |
$11.6M - $11.9M
|
1.86M
$216M
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-114K- 31.25% |
$13.1M - $13.4M
|
251K
$29.2M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-121K- 22.4% |
$14M - $14.3M
|
421K
$48.9M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-154K- 44.86% |
$17.7M - $18.1M
|
189K
$21.9M
|
|
|
May 10, 2024
Q1 2024
|
Hilton Capital Management, LLC
|
SELL
|
- |
-163K- 43.03% |
$18.8M - $19.2M
|
216K
$25.1M
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-175K- 62.34% |
$20.1M - $20.5M
|
105K
$12.2M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-177K- 81.84% |
$20.4M - $20.9M
|
39.4K
$4.57M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-205K- 9.77% |
$23.5M - $24.1M
|
1.89M
$219M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-212K- 24.49% |
$24.4M - $24.9M
|
653K
$75.8M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-218K- 5.61% |
$25.1M - $25.6M
|
3.67M
$426M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-254K- 14.32% |
$29.3M - $29.9M
|
1.52M
$177M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-352K- 76.15% |
$40.4M - $41.3M
|
110K
$12.8M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-462K- 27.32% |
$53.2M - $54.4M
|
1.23M
$143M
|