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 |
---|---|---|---|---|---|---|---|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
43+ 0.97% |
$4.88K - $4.98K
|
4.49K
$521K
|
|
Aug 05, 2024
Q2 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
41+ 0.8% |
$4.65K - $4.75K
|
5.15K
$598K
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
41+ 0.74% |
$4.65K - $4.75K
|
5.56K
$645K
|
|
Jul 12, 2024
Q2 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
41+ 0.81% |
$4.65K - $4.75K
|
5.13K
$596K
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
BUY
|
- |
38+ 1.66% |
$4.31K - $4.4K
|
2.33K
$270K
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
36+ 21.43% |
$4.08K - $4.17K
|
204
$23.7K
|
|
Aug 13, 2024
Q2 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
33+ 0.35% |
$3.74K - $3.82K
|
9.53K
$1.11M
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
32New |
$3.63K - $3.71K
|
32
$3.72K
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
31+ 0.66% |
$3.52K - $3.59K
|
4.73K
$549K
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
30+ 428.57% |
$3.4K - $3.48K
|
37
$4.3K
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
28+ 0.05% |
$3.18K - $3.24K
|
58.9K
$6.84M
|
|
Aug 07, 2024
Q2 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
26+ 0.08% |
$2.95K - $3.01K
|
32.3K
$3.76M
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
24New |
$2.72K - $2.78K
|
24
$2.79K
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
22New |
$2.5K - $2.55K
|
22
$2.55K
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
22New |
$2.5K - $2.55K
|
22
$2.55K
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
21New |
$2.38K - $2.43K
|
21
$2.44K
|
|
Jul 30, 2024
Q2 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
20+ 0.19% |
$2.27K - $2.32K
|
10.3K
$1.2M
|
|
Aug 09, 2024
Q2 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
20+ 0.8% |
$2.27K - $2.32K
|
2.52K
$293K
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
18+ 5.17% |
$2.04K - $2.09K
|
366
$42.5K
|
|
Jul 26, 2024
Q2 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
16+ 0.83% |
$1.81K - $1.85K
|
1.96K
$227K
|
|
Jul 12, 2024
Q2 2024
|
Columbus Macro, LLC
|
BUY
|
- |
15+ 0.2% |
$1.7K - $1.74K
|
7.43K
$863K
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
13+ 18.84% |
$1.47K - $1.51K
|
82
$9.52K
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
12+ 0.59% |
$1.36K - $1.39K
|
2.04K
$237K
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
BUY
|
- |
7+ 0.25% |
$794 - $811
|
2.77K
$322K
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
5+ 1.85% |
$567 - $579
|
276
$32.1K
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
4New |
$454 - $464
|
4
$465
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2+ 0.34% |
$227 - $232
|
592
$68.7K
|
|
Aug 14, 2024
Q2 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
2+ 0.25% |
$227 - $232
|
798
$92.7K
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1- 16.67% |
$113 - $116
|
5
$581
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-3- 13.64% |
$340 - $348
|
19
$2.21K
|
|
Jul 24, 2024
Q2 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-3- 0.26% |
$340 - $348
|
1.17K
$136K
|
|
Aug 14, 2024
Q2 2024
|
Gould Capital, LLC
|
SELL
|
- |
-9- 0.01% |
$1.02K - $1.04K
|
102K
$11.9M
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
SELL
|
- |
-9- 26.47% |
$1.02K - $1.04K
|
25
$2.9K
|
|
Aug 13, 2024
Q2 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-10- 0.55% |
$1.13K - $1.16K
|
1.8K
$209K
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-10- 90.91% |
$1.13K - $1.16K
|
1
$116
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-15- 18.99% |
$1.7K - $1.74K
|
64
$7.43K
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-18- 1.42% |
$2.04K - $2.09K
|
1.25K
$145K
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-20- 0.1% |
$2.27K - $2.32K
|
19.6K
$2.28M
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-21- 0.92% |
$2.38K - $2.43K
|
2.27K
$263K
|
|
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
$329K
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-25- 0.64% |
$2.84K - $2.9K
|
3.88K
$451K
|
|
Aug 08, 2024
Q2 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-27- 0.17% |
$3.06K - $3.13K
|
15.8K
$1.84M
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-58- 57.43% |
$6.58K - $6.72K
|
43
$4.99K
|
|
Aug 02, 2024
Q2 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-59- 1.04% |
$6.69K - $6.84K
|
5.6K
$651K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-67- 0.07% |
$7.6K - $7.76K
|
89.6K
$10.4M
|
|
Jul 24, 2024
Q2 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-68- 3.41% |
$7.71K - $7.88K
|
1.93K
$224K
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-68- 44.44% |
$7.71K - $7.88K
|
85
$9.87K
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-72- 23.76% |
$8.17K - $8.34K
|
231
$26.8K
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-76- 2.01% |
$8.62K - $8.81K
|
3.7K
$430K
|