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 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.15K- 74.74% |
$476K - $499K
|
1.4K
$163K
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-4.21K- 48.58% |
$483K - $506K
|
4.46K
$516K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-4.3K- 5.19% |
$493K - $517K
|
78.5K
$9.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-4.44K- 11.15% |
$510K - $534K
|
35.4K
$4.1M
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
SELL
|
- |
-4.68K- 16.09% |
$537K - $563K
|
24.4K
$2.83M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-4.68K- 68.22% |
$537K - $563K
|
2.18K
$253K
|
|
|
Oct 31, 2024
Q3 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-4.78K- 2.36% |
$549K - $575K
|
198K
$22.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-5.03K- 42.38% |
$577K - $605K
|
6.84K
$792K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-5.11K- 26.01% |
$586K - $614K
|
14.5K
$1.68M
|
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-5.14K- 15.97% |
$589K - $618K
|
27K
$3.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-5.18K- 22.41% |
$594K - $622K
|
17.9K
$2.08M
|
|
|
Nov 08, 2024
Q3 2024
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-5.23K- 46.72% |
$599K - $628K
|
5.96K
$691K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-5.26K- 21.08% |
$604K - $633K
|
19.7K
$2.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-5.43K- 31.04% |
$623K - $653K
|
12.1K
$1.4M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.44K- 7.17% |
$624K - $654K
|
70.5K
$8.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-5.53K- 37.97% |
$634K - $665K
|
9.03K
$1.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-5.53K- 37.97% |
$634K - $665K
|
9.03K
$1.05M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-5.62K- 98.79% |
$645K - $676K
|
69
$8K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-5.67K- 51.72% |
$650K - $681K
|
5.29K
$613K
|
|
|
Oct 08, 2024
Q3 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-5.68K- 59.81% |
$652K - $683K
|
3.82K
$443K
|
|
|
Nov 06, 2024
Q3 2024
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-6.09K- 21.37% |
$699K - $732K
|
22.4K
$2.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-6.44K- 21.43% |
$739K - $775K
|
23.6K
$2.74M
|
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-7.02K- 16.87% |
$805K - $843K
|
34.6K
$4.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-7.37K- 16.43% |
$845K - $886K
|
37.5K
$4.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-8.03K- 82.71% |
$922K - $966K
|
1.68K
$195K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-8.42K- 7.58% |
$966K - $1.01M
|
103K
$11.9M
|
|
|
Oct 10, 2024
Q3 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-9.04K- 15.98% |
$1.04M - $1.09M
|
47.5K
$5.51M
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-10.5K- 22.62% |
$1.2M - $1.26M
|
35.8K
$4.14M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-10.5K- 16.34% |
$1.2M - $1.26M
|
53.8K
$6.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-10.7K- 7.7% |
$1.23M - $1.28M
|
128K
$14.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-10.9K- 0.7% |
$1.25M - $1.31M
|
1.54M
$179M
|
|
|
Nov 05, 2024
Q3 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-11.2K- 31.36% |
$1.28M - $1.34M
|
24.4K
$2.83M
|
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-11.4K- 11.01% |
$1.31M - $1.38M
|
92.5K
$10.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-12.4K- 30.14% |
$1.43M - $1.5M
|
28.8K
$3.34M
|
|
|
Nov 12, 2024
Q3 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-12.7K- 73.85% |
$1.46M - $1.53M
|
4.49K
$521K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-13K- 68.44% |
$1.49M - $1.56M
|
5.98K
$693K
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-13.6K- 2.84% |
$1.56M - $1.64M
|
466K
$54M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-14.5K- 3.66% |
$1.66M - $1.74M
|
382K
$44.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-15.9K- 31.63% |
$1.83M - $1.91M
|
34.4K
$3.98M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-17.1K- 1.41% |
$1.97M - $2.06M
|
1.19M
$138M
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-18.8K- 27.28% |
$2.16M - $2.26M
|
50.2K
$5.81M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-20.9K- 37.69% |
$2.4M - $2.51M
|
34.6K
$4M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-22.5K- 49.31% |
$2.58M - $2.7M
|
23.1K
$2.68M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-22.5K- 16.48% |
$2.58M - $2.7M
|
114K
$13.2M
|
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
SELL
|
- |
-25.3K- 37.23% |
$2.9M - $3.04M
|
42.6K
$4.93M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-27.1K- 33.77% |
$3.1M - $3.25M
|
53.1K
$6.15M
|
|
|
Oct 31, 2024
Q3 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-28.2K- 27.87% |
$3.24M - $3.39M
|
73K
$8.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-30K- 69.41% |
$3.45M - $3.61M
|
13.2K
$1.53M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-33.7K- 39.01% |
$3.87M - $4.06M
|
52.7K
$6.11M
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-33.9K- 43.49% |
$3.89M - $4.08M
|
44K
$5.1M
|