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 08, 2024
Q1 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
400+ 11.16% |
$46K - $47K
|
3.98K
$463K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
389+ 3.96% |
$44.7K - $45.7K
|
10.2K
$1.19M
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
388+ 404.17% |
$44.6K - $45.6K
|
484
$56.2K
|
|
|
Apr 18, 2024
Q1 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
373+ 10.6% |
$42.9K - $43.8K
|
3.89K
$452K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
342+ 10.43% |
$39.3K - $40.2K
|
3.62K
$421K
|
|
|
Apr 23, 2024
Q1 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
324+ 2.91% |
$37.3K - $38.1K
|
11.5K
$1.33M
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
317+ 2264.29% |
$36.4K - $37.3K
|
331
$38.4K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
306+ 12.73% |
$35.2K - $36K
|
2.71K
$315K
|
|
|
May 08, 2024
Q1 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
300+ 3.0% |
$34.5K - $35.3K
|
10.3K
$1.19M
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
290New |
$33.3K - $34.1K
|
290
$33.7K
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
273+ 3.95% |
$31.4K - $32.1K
|
7.18K
$834K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
251+ 15.52% |
$28.9K - $29.5K
|
1.87K
$217K
|
|
|
May 10, 2024
Q1 2024
|
Unconventional Investor, LLC
|
BUY
|
- |
250+ 9.57% |
$28.7K - $29.4K
|
2.86K
$332K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
239+ 6.91% |
$27.5K - $28.1K
|
3.7K
$429K
|
|
|
May 08, 2024
Q1 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
225+ 0.48% |
$25.9K - $26.4K
|
47.1K
$5.47M
|
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
214+ 7.95% |
$24.6K - $25.2K
|
2.91K
$337K
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
BUY
|
- |
207+ 2.64% |
$23.8K - $24.3K
|
8.04K
$934K
|
|
|
May 10, 2024
Q1 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
198+ 8.6% |
$22.8K - $23.3K
|
2.5K
$290K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
194+ 6.75% |
$22.3K - $22.8K
|
3.07K
$356K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
192New |
$22.1K - $22.6K
|
192
$22.3K
|
|
|
Apr 19, 2024
Q1 2024
|
Fluent Financial, LLC
|
BUY
|
- |
180+ 2.7% |
$20.7K - $21.2K
|
6.86K
$797K
|
|
|
May 20, 2024
Q1 2024
|
Adams Wealth Management
|
BUY
|
- |
178+ 4.73% |
$20.5K - $20.9K
|
3.95K
$458K
|
|
|
Apr 23, 2024
Q1 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
175+ 0.75% |
$20.1K - $20.6K
|
23.5K
$2.73M
|
|
|
Apr 11, 2024
Q1 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
175+ 0.33% |
$20.1K - $20.6K
|
53.4K
$6.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
173+ 1.15% |
$19.9K - $20.3K
|
15.3K
$1.77M
|
|
|
May 02, 2024
Q1 2024
|
Aries Wealth Management
|
BUY
|
- |
172+ 5.78% |
$19.8K - $20.2K
|
3.15K
$365K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
164New |
$18.9K - $19.3K
|
164
$19K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
159+ 33.06% |
$18.3K - $18.7K
|
640
$74.3K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
152New |
$17.5K - $17.9K
|
152
$17.7K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
150New |
$17.2K - $17.6K
|
150
$17.4K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
147+ 94.23% |
$16.9K - $17.3K
|
303
$35.2K
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
146+ 6.05% |
$16.8K - $17.2K
|
2.56K
$297K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
143New |
$16.4K - $16.8K
|
143
$16.6K
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
139+ 7.99% |
$16K - $16.3K
|
1.88K
$218K
|
|
|
Apr 17, 2024
Q1 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
137+ 6.26% |
$15.8K - $16.1K
|
2.32K
$270K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
136+ 19.32% |
$15.6K - $16K
|
840
$97.5K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
131+ 2.83% |
$15.1K - $15.4K
|
4.76K
$553K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
131New |
$15.1K - $15.4K
|
131
$15.2K
|
|
|
Apr 12, 2024
Q1 2024
|
Columbus Macro, LLC
|
BUY
|
- |
119+ 1.63% |
$13.7K - $14K
|
7.42K
$861K
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
118+ 2.46% |
$13.6K - $13.9K
|
4.92K
$571K
|
|
|
May 09, 2024
Q1 2024
|
Renasant Bank
|
BUY
|
- |
118+ 3.01% |
$13.6K - $13.9K
|
4.04K
$469K
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
101+ 5.24% |
$11.6K - $11.9K
|
2.03K
$235K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
101New |
$11.6K - $11.9K
|
101
$11.7K
|
|
|
Apr 25, 2024
Q1 2024
|
Members Trust CO
|
BUY
|
- |
99+ 2.79% |
$11.4K - $11.6K
|
3.64K
$423K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
97+ 5.36% |
$11.2K - $11.4K
|
1.91K
$221K
|
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
89+ 2.49% |
$10.2K - $10.5K
|
3.67K
$426K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
89+ 3.56% |
$10.2K - $10.5K
|
2.59K
$301K
|
|
|
May 01, 2024
Q1 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
86+ 4.41% |
$9.89K - $10.1K
|
2.03K
$236K
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
85+ 125.0% |
$9.77K - $9.99K
|
153
$17.8K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
81New |
$9.31K - $9.52K
|
81
$9.41K
|