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 |
|---|---|---|---|---|---|---|---|
|
Jun 28, 2024
Q1 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
32.2KNew |
$3.7M - $3.78M
|
32.2K
$3.73M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
30.2KNew |
$3.47M - $3.54M
|
30.2K
$3.49M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
30K+ 92.07% |
$3.45M - $3.52M
|
62.5K
$7.24M
|
|
|
May 14, 2024
Q1 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
29.8KNew |
$3.42M - $3.5M
|
29.8K
$3.45M
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
29.7K+ 31.45% |
$3.41M - $3.49M
|
124K
$14.4M
|
|
|
May 02, 2024
Q1 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
28.6K+ 38.88% |
$3.29M - $3.37M
|
102K
$11.9M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
27.6K+ 9.64% |
$3.17M - $3.24M
|
313K
$36.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
27K+ 15.3% |
$3.1M - $3.17M
|
203K
$23.6M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
25.5KNew |
$2.93M - $2.99M
|
25.5K
$2.95M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
24.9K+ 506.34% |
$2.86M - $2.93M
|
29.8K
$3.46M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
24.9K+ 138.41% |
$2.86M - $2.93M
|
42.9K
$4.97M
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
24.4KNew |
$2.8M - $2.87M
|
24.4K
$2.83M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
22.9K+ 326.06% |
$2.63M - $2.69M
|
29.9K
$3.46M
|
|
|
Nov 14, 2024
Q1 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
22.7K+ 10.99% |
$2.61M - $2.67M
|
230K
$26.6M
|
|
|
May 01, 2024
Q1 2024
|
Quaker Wealth Management, LLC
|
BUY
|
- |
22.7K+ 23.77% |
$2.6M - $2.66M
|
118K
$13.7M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
21.6KNew |
$2.48M - $2.54M
|
21.6K
$2.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
19.1K+ 16.55% |
$2.2M - $2.25M
|
135K
$15.6M
|
|
|
May 03, 2024
Q1 2024
|
Matson Money. Inc.
|
BUY
|
- |
18K+ 1.26% |
$2.07M - $2.12M
|
1.45M
$168M
|
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
17.5K+ 10.31% |
$2.01M - $2.05M
|
187K
$21.7M
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
17.1K+ 11.82% |
$1.96M - $2M
|
161K
$18.7M
|
|
|
May 15, 2024
Q1 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
17K+ 236.82% |
$1.95M - $2M
|
24.1K
$2.8M
|
|
|
Apr 12, 2024
Q1 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
16.8KNew |
$1.94M - $1.98M
|
16.8K
$1.95M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
15.8K+ 19.66% |
$1.82M - $1.86M
|
96.2K
$11.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
15.8K+ 3.35% |
$1.81M - $1.85M
|
487K
$56.4M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
15.6K+ 21.2% |
$1.8M - $1.84M
|
89.4K
$10.4M
|
|
|
May 13, 2024
Q1 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
14.9K+ 2390.19% |
$1.71M - $1.75M
|
15.5K
$1.79M
|
|
|
May 08, 2024
Q1 2024
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
14.6K+ 1.21% |
$1.68M - $1.72M
|
1.22M
$141M
|
|
|
May 14, 2024
Q1 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
14K+ 71.86% |
$1.61M - $1.65M
|
33.5K
$3.88M
|
|
|
Apr 04, 2024
Q1 2024
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
13.3K+ 441.47% |
$1.53M - $1.57M
|
16.3K
$1.89M
|
|
|
Apr 10, 2024
Q1 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
12.5KNew |
$1.44M - $1.47M
|
12.5K
$1.45M
|
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
BUY
|
- |
12.1K+ 45.24% |
$1.39M - $1.42M
|
38.8K
$4.5M
|
|
|
Aug 14, 2024
Q1 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
11.9K+ 108.81% |
$1.37M - $1.4M
|
22.9K
$2.65M
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
11.3KNew |
$1.3M - $1.33M
|
11.3K
$1.31M
|
|
|
May 13, 2024
Q1 2024
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
10.9K+ 8.03% |
$1.26M - $1.28M
|
147K
$17M
|
|
|
Apr 15, 2024
Q1 2024
|
Clarity Financial LLC
|
BUY
|
- |
10.9K+ 4.36% |
$1.25M - $1.28M
|
261K
$30.2M
|
|
|
May 06, 2024
Q1 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
10.6K+ 7.04% |
$1.21M - $1.24M
|
161K
$18.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
9.96K+ 8.71% |
$1.15M - $1.17M
|
124K
$14.4M
|
|
|
May 08, 2024
Q1 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
9.83KNew |
$1.13M - $1.15M
|
9.83K
$1.14M
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
9.69K+ 51.13% |
$1.11M - $1.14M
|
28.6K
$3.32M
|
|
|
Apr 19, 2024
Q1 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.51KNew |
$1.09M - $1.12M
|
9.51K
$1.1M
|
|
|
May 14, 2024
Q1 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
9.04K+ 2.41% |
$1.04M - $1.06M
|
385K
$44.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
8.7KNew |
$1M - $1.02M
|
8.7K
$1.01M
|
|
|
May 02, 2024
Q1 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
8.68K+ 12.68% |
$998K - $1.02M
|
77.1K
$8.94M
|
|
|
Apr 26, 2024
Q1 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
8.67KNew |
$996K - $1.02M
|
8.67K
$1M
|
|
|
May 10, 2024
Q1 2024
|
Gould Capital, LLC
|
BUY
|
- |
8.6K+ 9.19% |
$989K - $1.01M
|
102K
$11.8M
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
8.54KNew |
$982K - $1M
|
8.54K
$990K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.35K+ 41.6% |
$960K - $982K
|
28.4K
$3.29M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
7.61KNew |
$874K - $894K
|
7.61K
$881K
|
|
|
Apr 19, 2024
Q1 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
7.41K+ 4.94% |
$852K - $871K
|
158K
$18.3M
|
|
|
May 03, 2024
Q1 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
7.41K+ 15.7% |
$852K - $871K
|
54.6K
$6.33M
|