Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.39K+ 5.0% |
$725K - $740K
|
134K
$15.6M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.39K+ 92.18% |
$725K - $740K
|
13.3K
$1.55M
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
6.22KNew |
$706K - $721K
|
6.22K
$723K
|
|
|
Aug 13, 2024
Q2 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
6.09KNew |
$690K - $705K
|
6.09K
$707K
|
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
6.07KNew |
$689K - $704K
|
6.07K
$705K
|
|
|
Jul 17, 2024
Q2 2024
|
Divergent Wealth Advisors
|
BUY
|
- |
6.03K+ 24.68% |
$684K - $699K
|
30.5K
$3.54M
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
6.02KNew |
$683K - $698K
|
6.02K
$699K
|
|
|
Jul 19, 2024
Q2 2024
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
5.92K+ 4.03% |
$672K - $686K
|
153K
$17.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
5.77K+ 51.16% |
$655K - $669K
|
17.1K
$1.98M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
5.7KNew |
$646K - $660K
|
5.7K
$661K
|
|
|
Aug 01, 2024
Q2 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
5.67K+ 23.26% |
$643K - $657K
|
30.1K
$3.49M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.58K+ 65.34% |
$633K - $647K
|
14.1K
$1.64M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.54K+ 3.0% |
$628K - $642K
|
190K
$22M
|
|
|
Jul 22, 2024
Q2 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
5.42K+ 20.26% |
$615K - $628K
|
32.2K
$3.73M
|
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
5.26KNew |
$596K - $609K
|
5.26K
$610K
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
5.24K+ 26.58% |
$594K - $607K
|
25K
$2.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
5.19KNew |
$588K - $601K
|
5.19K
$602K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
5.06K+ 840.2% |
$574K - $586K
|
5.66K
$657K
|
|
|
Aug 07, 2024
Q2 2024
|
Cowen And Company, LLC
|
BUY
|
- |
5K+ 33.33% |
$567K - $579K
|
20K
$2.32M
|
|
|
Aug 02, 2024
Q2 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
4.78K+ 142.38% |
$542K - $554K
|
8.14K
$945K
|
|
|
Aug 06, 2024
Q2 2024
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
4.77K+ 20.09% |
$541K - $553K
|
28.5K
$3.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.62K+ 15.23% |
$523K - $535K
|
34.9K
$4.05M
|
|
|
Aug 06, 2024
Q2 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
4.51K+ 1.82% |
$512K - $523K
|
253K
$29.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Edge Wealth Management LLC
|
BUY
|
- |
4.5K+ 25.78% |
$511K - $522K
|
22K
$2.55M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.48K+ 37.2% |
$508K - $519K
|
16.5K
$1.92M
|
|
|
Jul 25, 2024
Q2 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
4.41KNew |
$500K - $511K
|
4.41K
$512K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
4.32K+ 30.03% |
$490K - $500K
|
18.7K
$2.17M
|
|
|
Aug 09, 2024
Q2 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
4.29K+ 55.24% |
$487K - $497K
|
12.1K
$1.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Wrapmanager Inc
|
BUY
|
- |
4.06K+ 10.46% |
$460K - $470K
|
42.9K
$4.98M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
3.94K+ 16400.0% |
$446K - $456K
|
3.96K
$460K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
3.81K+ 5.24% |
$432K - $441K
|
76.5K
$8.88M
|
|
|
Aug 08, 2024
Q2 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
3.69K+ 11.35% |
$419K - $428K
|
36.2K
$4.21M
|
|
|
Jul 12, 2024
Q2 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
3.64K+ 3.56% |
$413K - $422K
|
106K
$12.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
3.58KNew |
$406K - $415K
|
3.58K
$416K
|
|
|
Aug 13, 2024
Q2 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
3.58K+ 23.09% |
$406K - $414K
|
19.1K
$2.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.57K+ 11.95% |
$405K - $414K
|
33.5K
$3.89M
|
|
|
Jul 30, 2024
Q2 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
3.52K+ 14.64% |
$399K - $408K
|
27.6K
$3.2M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
3.48K+ 7.88% |
$394K - $403K
|
47.6K
$5.53M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.47K+ 7.96% |
$393K - $402K
|
47K
$5.46M
|
|
|
Jul 22, 2024
Q2 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
3.39K+ 21.96% |
$384K - $392K
|
18.8K
$2.18M
|
|
|
Aug 01, 2024
Q2 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
3.35KNew |
$380K - $388K
|
3.35K
$389K
|
|
|
Aug 07, 2024
Q2 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
3.35K+ 3.03% |
$380K - $388K
|
114K
$13.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
3.21K+ 6.02% |
$364K - $372K
|
56.6K
$6.57M
|
|
|
Jul 31, 2024
Q2 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.14K+ 3.58% |
$357K - $364K
|
91K
$10.6M
|
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
3.02K+ 5.77% |
$343K - $350K
|
55.4K
$6.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3K+ 5.91% |
$340K - $347K
|
53.7K
$6.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2.88K+ 1.27% |
$327K - $334K
|
230K
$26.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
2.79K+ 23.39% |
$317K - $324K
|
14.7K
$1.71M
|
|
|
Jul 26, 2024
Q2 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
2.75K+ 7.61% |
$312K - $318K
|
38.8K
$4.51M
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
2.74KNew |
$311K - $317K
|
2.74K
$318K
|