Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
102K+ 5364.08% |
$11.6M - $12.2M
|
103K
$12.2M
|
|
Oct 07, 2024
Q3 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
51.4KNew |
$5.9M - $6.18M
|
51.4K
$6.06M
|
|
Oct 15, 2024
Q3 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
49.3KNew |
$5.66M - $5.93M
|
49.3K
$5.82M
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
41.3K+ 12.45% |
$4.74M - $4.96M
|
373K
$44M
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
39.8K+ 279.38% |
$4.56M - $4.78M
|
54K
$6.37M
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
33.3KNew |
$3.81M - $4M
|
33.3K
$3.92M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
32.4K+ 10.59% |
$3.72M - $3.9M
|
339K
$40M
|
|
Oct 21, 2024
Q3 2024
|
Surience Private Wealth LLC
|
BUY
|
- |
27.9KNew |
$3.2M - $3.35M
|
27.9K
$3.29M
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
24.3K+ 526.99% |
$2.79M - $2.93M
|
29K
$3.42M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
21.6K+ 28.2% |
$2.47M - $2.59M
|
98K
$11.6M
|
|
Oct 09, 2024
Q3 2024
|
Hoese & CO LLP
|
BUY
|
- |
20.6KNew |
$2.36M - $2.47M
|
20.6K
$2.43M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
18.5K+ 76.64% |
$2.13M - $2.23M
|
42.7K
$5.04M
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
16.2K+ 9.32% |
$1.86M - $1.95M
|
190K
$22.4M
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
15.3KNew |
$1.76M - $1.84M
|
15.3K
$1.81M
|
|
Oct 21, 2024
Q3 2024
|
Dock Street Asset Management Inc
|
BUY
|
- |
13.9K+ 42.08% |
$1.59M - $1.67M
|
46.8K
$5.52M
|
|
Oct 15, 2024
Q3 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
13.6K+ 3.55% |
$1.56M - $1.63M
|
397K
$46.8M
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
12.4K+ 255.99% |
$1.42M - $1.49M
|
17.2K
$2.03M
|
|
Oct 17, 2024
Q3 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
12.3K+ 149.25% |
$1.41M - $1.48M
|
20.6K
$2.43M
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
11.9K+ 373.67% |
$1.36M - $1.43M
|
15K
$1.77M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
9.66K+ 20.54% |
$1.11M - $1.16M
|
56.7K
$6.68M
|
|
Oct 02, 2024
Q3 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
8.83KNew |
$1.01M - $1.06M
|
8.83K
$1.04M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.64K+ 4.55% |
$991K - $1.04M
|
198K
$23.4M
|
|
Oct 18, 2024
Q3 2024
|
Berkshire Bank
|
BUY
|
- |
8.64K+ 5.27% |
$991K - $1.04M
|
172K
$20.3M
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
8.62K+ 28.28% |
$989K - $1.04M
|
39.1K
$4.61M
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
7.41K+ 35295.24% |
$850K - $891K
|
7.43K
$877K
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
7.39K+ 25.05% |
$848K - $888K
|
36.9K
$4.35M
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
7.06KNew |
$810K - $848K
|
7.06K
$832K
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
6.87K+ 48.2% |
$788K - $825K
|
21.1K
$2.49M
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
6.77K+ 27.14% |
$777K - $814K
|
31.7K
$3.74M
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
6.49K+ 37.35% |
$745K - $780K
|
23.9K
$2.82M
|
|
Oct 15, 2024
Q3 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
6.38K+ 6.02% |
$732K - $767K
|
112K
$13.2M
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
5.58K+ 122.3% |
$641K - $671K
|
10.1K
$1.2M
|
|
Oct 21, 2024
Q3 2024
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
5.03KNew |
$577K - $605K
|
5.03K
$593K
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.95K+ 14.19% |
$568K - $595K
|
39.8K
$4.7M
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
4.9KNew |
$562K - $589K
|
4.9K
$578K
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
4KNew |
$459K - $481K
|
4K
$472K
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
3.97K+ 1.89% |
$456K - $478K
|
214K
$25.2M
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.47K+ 13.15% |
$398K - $417K
|
29.9K
$3.52M
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
3.39K+ 6.12% |
$389K - $407K
|
58.8K
$6.93M
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.3K+ 8.98% |
$378K - $396K
|
40K
$4.72M
|
|
Oct 18, 2024
Q3 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
2.91K+ 7.5% |
$334K - $350K
|
41.7K
$4.92M
|
|
Oct 16, 2024
Q3 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
2.78K+ 7.54% |
$318K - $334K
|
39.6K
$4.67M
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
2.62KNew |
$300K - $315K
|
2.62K
$309K
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
2.42KNew |
$278K - $291K
|
2.42K
$285K
|
|
Oct 03, 2024
Q3 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
2.3KNew |
$264K - $276K
|
2.3K
$271K
|
|
Oct 22, 2024
Q3 2024
|
Community Trust & Investment CO
|
BUY
|
- |
2.15K+ 7.16% |
$247K - $258K
|
32.2K
$3.8M
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.06KNew |
$236K - $247K
|
2.06K
$242K
|
|
Oct 18, 2024
Q3 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
2KNew |
$230K - $241K
|
2K
$236K
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.94KNew |
$222K - $233K
|
1.94K
$228K
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
BUY
|
- |
1.91KNew |
$219K - $230K
|
1.91K
$226K
|