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 15, 2024
Q3 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
1.71KNew |
$196K - $205K
|
1.71K
$202K
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.68K+ 69.23% |
$193K - $202K
|
4.11K
$485K
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
1.66KNew |
$191K - $200K
|
1.66K
$196K
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
1.58K+ 64.13% |
$182K - $190K
|
4.05K
$478K
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.55K+ 5.47% |
$178K - $187K
|
29.9K
$3.53M
|
|
Oct 15, 2024
Q3 2024
|
Edge Wealth Management LLC
|
BUY
|
- |
1.41K+ 6.41% |
$162K - $169K
|
23.4K
$2.76M
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
1.33KNew |
$152K - $160K
|
1.33K
$157K
|
|
Oct 02, 2024
Q3 2024
|
Boltwood Capital Management
|
BUY
|
- |
1.28K+ 1.41% |
$147K - $154K
|
92.3K
$10.9M
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
1.17K+ 3.22% |
$134K - $140K
|
37.4K
$4.41M
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
1.12KNew |
$129K - $135K
|
1.12K
$132K
|
|
Oct 10, 2024
Q3 2024
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
1.11K+ 2.29% |
$127K - $133K
|
49.5K
$5.83M
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.1K+ 3.61% |
$126K - $132K
|
31.7K
$3.73M
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.1K+ 8.23% |
$126K - $132K
|
14.4K
$1.7M
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.06K+ 4.71% |
$122K - $128K
|
23.6K
$2.79M
|
|
Oct 08, 2024
Q3 2024
|
Sinecera Capital, LLC
|
BUY
|
- |
1K+ 6.66% |
$115K - $120K
|
16K
$1.89M
|
|
Oct 17, 2024
Q3 2024
|
Summa Corp.
Tomball, TX |
BUY
|
- |
1K+ 18.62% |
$115K - $120K
|
6.37K
$751K
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
974+ 50.52% |
$112K - $117K
|
2.9K
$342K
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
972+ 3.0% |
$112K - $117K
|
33.4K
$3.93M
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
967+ 46.03% |
$111K - $116K
|
3.07K
$362K
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
948+ 15.23% |
$109K - $114K
|
7.17K
$846K
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
771+ 145.47% |
$88.5K - $92.7K
|
1.3K
$153K
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
765+ 4.3% |
$87.8K - $92K
|
18.6K
$2.19M
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
744+ 20.94% |
$85.4K - $89.5K
|
4.3K
$507K
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
640+ 18.93% |
$73.4K - $76.9K
|
4.02K
$474K
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
574+ 57.17% |
$65.9K - $69K
|
1.58K
$186K
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
479+ 2.93% |
$55K - $57.6K
|
16.8K
$1.98M
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
369+ 18.22% |
$42.3K - $44.4K
|
2.39K
$282K
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
BUY
|
- |
326+ 15.17% |
$37.4K - $39.2K
|
2.48K
$292K
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
BUY
|
- |
312+ 4.2% |
$35.8K - $37.5K
|
7.74K
$913K
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
275+ 22.5% |
$31.6K - $33.1K
|
1.5K
$177K
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
273+ 76.69% |
$31.3K - $32.8K
|
629
$74.2K
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
250+ 6.46% |
$28.7K - $30.1K
|
4.12K
$486K
|
|
Oct 21, 2024
Q3 2024
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
221+ 0.24% |
$25.4K - $26.6K
|
91.8K
$10.8M
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
219+ 1.77% |
$25.1K - $26.3K
|
12.6K
$1.48M
|
|
Oct 21, 2024
Q3 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
193+ 1.93% |
$22.1K - $23.2K
|
10.2K
$1.2M
|
|
Oct 10, 2024
Q3 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
171+ 2.48% |
$19.6K - $20.6K
|
7.07K
$834K
|
|
Oct 21, 2024
Q3 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
146+ 4.91% |
$16.8K - $17.6K
|
3.12K
$368K
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
140+ 2.3% |
$16.1K - $16.8K
|
6.23K
$734K
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
133+ 65.2% |
$15.3K - $16K
|
337
$39.7K
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
133New |
$15.3K - $16K
|
133
$15.7K
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
BUY
|
- |
123New |
$14.1K - $14.8K
|
123
$14.5K
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
115+ 9.93% |
$13.2K - $13.8K
|
1.27K
$150K
|
|
Oct 21, 2024
Q3 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
100+ 0.45% |
$11.5K - $12K
|
22.3K
$2.63M
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
94New |
$10.8K - $11.3K
|
94
$11.1K
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
BUY
|
- |
91+ 0.81% |
$10.4K - $10.9K
|
11.4K
$1.34M
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
85+ 4.76% |
$9.75K - $10.2K
|
1.87K
$220K
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
80+ 0.65% |
$9.18K - $9.62K
|
12.4K
$1.46M
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
70+ 1.77% |
$8.03K - $8.42K
|
4.03K
$475K
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
50New |
$5.74K - $6.01K
|
50
$5.9K
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
34+ 1.2% |
$3.9K - $4.09K
|
2.88K
$339K
|