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 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
41+ 0.74% |
$4.65K - $4.75K
|
5.56K
$655K
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
BUY
|
- |
38+ 1.66% |
$4.31K - $4.4K
|
2.33K
$274K
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
36+ 21.43% |
$4.08K - $4.17K
|
204
$24.1K
|
|
Aug 13, 2024
Q2 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
33+ 0.35% |
$3.74K - $3.82K
|
9.53K
$1.12M
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
32New |
$3.63K - $3.71K
|
32
$3.77K
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
31+ 0.66% |
$3.52K - $3.59K
|
4.73K
$558K
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
30+ 428.57% |
$3.4K - $3.48K
|
37
$4.36K
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
28+ 0.05% |
$3.18K - $3.24K
|
58.9K
$6.94M
|
|
Aug 07, 2024
Q2 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
26+ 0.08% |
$2.95K - $3.01K
|
32.3K
$3.81M
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
24New |
$2.72K - $2.78K
|
24
$2.83K
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
22New |
$2.5K - $2.55K
|
22
$2.59K
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
22New |
$2.5K - $2.55K
|
22
$2.59K
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
21New |
$2.38K - $2.43K
|
21
$2.48K
|
|
Aug 09, 2024
Q2 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
20+ 0.8% |
$2.27K - $2.32K
|
2.52K
$297K
|
|
Jul 30, 2024
Q2 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
20+ 0.19% |
$2.27K - $2.32K
|
10.3K
$1.22M
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
18+ 5.17% |
$2.04K - $2.09K
|
366
$43.2K
|
|
Jul 26, 2024
Q2 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
16+ 0.83% |
$1.81K - $1.85K
|
1.96K
$231K
|
|
Jul 12, 2024
Q2 2024
|
Columbus Macro, LLC
|
BUY
|
- |
15+ 0.2% |
$1.7K - $1.74K
|
7.43K
$876K
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
13+ 18.84% |
$1.47K - $1.51K
|
82
$9.67K
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
12+ 0.59% |
$1.36K - $1.39K
|
2.04K
$240K
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
BUY
|
- |
7+ 0.25% |
$794 - $811
|
2.77K
$327K
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
4New |
$454 - $464
|
4
$472
|
|
Aug 14, 2024
Q2 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
2+ 0.25% |
$227 - $232
|
798
$94.1K
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2+ 0.34% |
$227 - $232
|
592
$69.8K
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1- 16.67% |
$113 - $116
|
5
$590
|
|
Jul 24, 2024
Q2 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-3- 0.26% |
$340 - $348
|
1.17K
$138K
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-3- 13.64% |
$340 - $348
|
19
$2.24K
|
|
Aug 14, 2024
Q2 2024
|
Gould Capital, LLC
|
SELL
|
- |
-9- 0.01% |
$1.02K - $1.04K
|
102K
$12.1M
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
SELL
|
- |
-9- 26.47% |
$1.02K - $1.04K
|
25
$2.95K
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-10- 90.91% |
$1.13K - $1.16K
|
1
$118
|
|
Aug 13, 2024
Q2 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-10- 0.55% |
$1.13K - $1.16K
|
1.8K
$213K
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-15- 18.99% |
$1.7K - $1.74K
|
64
$7.55K
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-18- 1.42% |
$2.04K - $2.09K
|
1.25K
$147K
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-20- 0.1% |
$2.27K - $2.32K
|
19.6K
$2.31M
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-21- 0.92% |
$2.38K - $2.43K
|
2.27K
$267K
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-22Closed |
$2.5K - $2.55K
|
0
$0
|
|
Aug 14, 2024
Q2 2024
|
Unconventional Investor, LLC
|
SELL
|
- |
-24- 0.84% |
$2.72K - $2.78K
|
2.84K
$335K
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-25- 0.64% |
$2.84K - $2.9K
|
3.88K
$458K
|
|
Aug 08, 2024
Q2 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-27- 0.17% |
$3.06K - $3.13K
|
15.8K
$1.87M
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-58- 57.43% |
$6.58K - $6.72K
|
43
$5.07K
|
|
Aug 02, 2024
Q2 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-59- 1.04% |
$6.69K - $6.84K
|
5.6K
$661K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-67- 0.07% |
$7.6K - $7.76K
|
89.6K
$10.6M
|
|
Jul 24, 2024
Q2 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-68- 3.41% |
$7.71K - $7.88K
|
1.93K
$227K
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-68- 44.44% |
$7.71K - $7.88K
|
85
$10K
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-72- 23.76% |
$8.17K - $8.34K
|
231
$27.2K
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-76- 2.01% |
$8.62K - $8.81K
|
3.7K
$436K
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-81- 2.21% |
$9.19K - $9.39K
|
3.59K
$423K
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-83- 3.8% |
$9.41K - $9.62K
|
2.1K
$248K
|
|
Aug 07, 2024
Q2 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-84- 3.91% |
$9.53K - $9.73K
|
2.07K
$244K
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-86- 13.15% |
$9.75K - $9.97K
|
568
$67K
|