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
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-179- 4.65% |
$20.5K - $21.5K
|
3.67K
$426K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-181- 2.69% |
$20.8K - $21.8K
|
6.54K
$759K
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-184- 5.13% |
$21.1K - $22.1K
|
3.4K
$395K
|
|
|
Oct 28, 2024
Q3 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-202- 1.01% |
$23.2K - $24.3K
|
19.8K
$2.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-203- 6.33% |
$23.3K - $24.4K
|
3K
$349K
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-211- 61.88% |
$24.2K - $25.4K
|
130
$15.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-233- 7.74% |
$26.7K - $28K
|
2.78K
$322K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-235- 6.11% |
$27K - $28.3K
|
3.61K
$420K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-242- 1.25% |
$27.8K - $29.1K
|
19K
$2.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-246- 10.85% |
$28.2K - $29.6K
|
2.02K
$235K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-250- 58.82% |
$28.7K - $30.1K
|
175
$20.3K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-251- 56.15% |
$28.8K - $30.2K
|
196
$22.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-271- 2.29% |
$31.1K - $32.6K
|
11.6K
$1.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-272- 6.06% |
$31.2K - $32.7K
|
4.22K
$489K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-290- 0.46% |
$33.3K - $34.9K
|
62.7K
$7.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-292- 3.29% |
$33.5K - $35.1K
|
8.58K
$997K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-309- 6.92% |
$35.5K - $37.2K
|
4.16K
$483K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-309- 57.12% |
$35.5K - $37.2K
|
232
$26.9K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-329- 5.0% |
$37.7K - $39.6K
|
6.26K
$727K
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-350- 10.46% |
$40.2K - $42.1K
|
3K
$348K
|
|
|
Nov 13, 2024
Q3 2024
|
Bnp Paribas
New York, NY |
SELL
|
- |
-375- 5.47% |
$43K - $45.1K
|
6.48K
$752K
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-380- 6.3% |
$43.6K - $45.7K
|
5.65K
$656K
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-388- 16.19% |
$44.5K - $46.6K
|
2.01K
$233K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-399- 10.15% |
$45.8K - $48K
|
3.53K
$410K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-405- 4.39% |
$46.5K - $48.7K
|
8.83K
$1.02M
|
|
|
Oct 28, 2024
Q3 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-414- 18.97% |
$47.5K - $49.8K
|
1.77K
$205K
|
|
|
Oct 21, 2024
Q3 2024
|
Bellecapital International Ltd.
|
SELL
|
- |
-426- 13.69% |
$48.9K - $51.2K
|
2.69K
$312K
|
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-472- 0.8% |
$54.2K - $56.7K
|
58.4K
$6.78M
|
|
|
Oct 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-484- 4.64% |
$55.5K - $58.2K
|
9.96K
$1.16M
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-524- 74.33% |
$60.1K - $63K
|
181
$21K
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-532- 2.57% |
$61K - $64K
|
20.1K
$2.34M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-563- 14.18% |
$64.6K - $67.7K
|
3.41K
$396K
|
|
|
Nov 12, 2024
Q3 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-572- 2.43% |
$65.6K - $68.8K
|
23K
$2.67M
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-572- 9.15% |
$65.6K - $68.8K
|
5.68K
$659K
|
|
|
Oct 21, 2024
Q3 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-585- 10.08% |
$67.1K - $70.3K
|
5.22K
$606K
|
|
|
Oct 31, 2024
Q3 2024
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-598- 1.04% |
$68.6K - $71.9K
|
56.7K
$6.58M
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-600- 24.63% |
$68.8K - $72.1K
|
1.84K
$213K
|
|
|
Oct 15, 2024
Q3 2024
|
Members Trust CO
|
SELL
|
- |
-616- 16.02% |
$70.7K - $74.1K
|
3.23K
$375K
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-618- 3.33% |
$70.9K - $74.3K
|
18K
$2.09M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-669- 13.31% |
$76.8K - $80.4K
|
4.36K
$506K
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
SELL
|
- |
-757- 13.05% |
$86.9K - $91K
|
5.04K
$586K
|
|
|
Nov 13, 2024
Q3 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-767- 9.14% |
$88K - $92.2K
|
7.63K
$885K
|
|
|
Oct 25, 2024
Q3 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-770- 1.67% |
$88.3K - $92.6K
|
45.2K
$5.25M
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-806- 31.53% |
$92.5K - $96.9K
|
1.75K
$203K
|
|
|
Nov 14, 2024
Q3 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-845- 6.57% |
$96.9K - $102K
|
12K
$1.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-891- 16.72% |
$102K - $107K
|
4.44K
$516K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-905- 15.89% |
$104K - $109K
|
4.79K
$556K
|
|
|
Oct 24, 2024
Q3 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-944- 7.45% |
$108K - $113K
|
11.7K
$1.36M
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-959- 11.74% |
$110K - $115K
|
7.21K
$837K
|
|
|
Oct 23, 2024
Q3 2024
|
Peoples Bank
|
SELL
|
- |
-987- 10.66% |
$113K - $119K
|
8.27K
$960K
|