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 18, 2024
Q3 2024
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
32+ 1.18% |
$3.67K - $3.85K
|
2.74K
$323K
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
10+ 200.0% |
$1.15K - $1.2K
|
15
$1.77K
|
|
Oct 18, 2024
Q3 2024
|
Rede Wealth, LLC
|
BUY
|
- |
3+ 0.05% |
$344 - $361
|
5.61K
$661K
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1+ 0.99% |
$115 - $120
|
102
$12K
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1+ 0.3% |
$115 - $120
|
330
$38.9K
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
SELL
|
- |
-2- 0.03% |
$229 - $240
|
5.98K
$706K
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-2- 3.13% |
$229 - $240
|
62
$7.31K
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-7- 0.15% |
$803 - $842
|
4.78K
$563K
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-11- 1.01% |
$1.26K - $1.32K
|
1.08K
$127K
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-11- 0.12% |
$1.26K - $1.32K
|
9.52K
$1.12M
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-24- 4.23% |
$2.75K - $2.89K
|
544
$64.2K
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-44- 1.43% |
$5.05K - $5.29K
|
3.03K
$357K
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-75- 32.47% |
$8.6K - $9.02K
|
156
$18.4K
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-89- 66.42% |
$10.2K - $10.7K
|
45
$5.31K
|
|
Oct 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-94- 3.27% |
$10.8K - $11.3K
|
2.78K
$328K
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-102- 4.63% |
$11.7K - $12.3K
|
2.1K
$248K
|
|
Oct 11, 2024
Q3 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-111- 1.19% |
$12.7K - $13.3K
|
9.23K
$1.09M
|
|
Oct 07, 2024
Q3 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-114- 2.63% |
$13.1K - $13.7K
|
4.22K
$498K
|
|
Oct 07, 2024
Q3 2024
|
Twele Capital Management, Inc.
|
SELL
|
- |
-128- 0.81% |
$14.7K - $15.4K
|
15.7K
$1.85M
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
SELL
|
- |
-135- 0.99% |
$15.5K - $16.2K
|
13.4K
$1.58M
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-169- 5.21% |
$19.4K - $20.3K
|
3.08K
$363K
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-178- 2.2% |
$20.4K - $21.4K
|
7.91K
$932K
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-179- 4.65% |
$20.5K - $21.5K
|
3.67K
$433K
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-211- 61.88% |
$24.2K - $25.4K
|
130
$15.3K
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-242- 1.25% |
$27.8K - $29.1K
|
19K
$2.25M
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-309- 6.92% |
$35.5K - $37.2K
|
4.16K
$490K
|
|
Oct 21, 2024
Q3 2024
|
Bellecapital International Ltd.
|
SELL
|
- |
-426- 13.69% |
$48.9K - $51.2K
|
2.69K
$317K
|
|
Oct 21, 2024
Q3 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-585- 10.08% |
$67.1K - $70.3K
|
5.22K
$615K
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-600- 24.63% |
$68.8K - $72.1K
|
1.84K
$217K
|
|
Oct 15, 2024
Q3 2024
|
Members Trust CO
|
SELL
|
- |
-616- 16.02% |
$70.7K - $74.1K
|
3.23K
$381K
|
|
Oct 17, 2024
Q3 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-891- 16.72% |
$102K - $107K
|
4.44K
$523K
|
|
Oct 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-1.12K- 21.74% |
$128K - $134K
|
4.01K
$473K
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.16K- 6.19% |
$133K - $139K
|
17.5K
$2.07M
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-1.52K- 29.03% |
$175K - $183K
|
3.72K
$439K
|
|
Oct 15, 2024
Q3 2024
|
Martin Capital Partners, LLC
|
SELL
|
- |
-1.58K- 14.72% |
$182K - $190K
|
9.16K
$1.08M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.09K- 23.8% |
$240K - $251K
|
6.69K
$789K
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-2.61K- 43.86% |
$299K - $313K
|
3.34K
$394K
|
|
Oct 15, 2024
Q3 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-2.65K- 49.32% |
$304K - $318K
|
2.72K
$321K
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-3.18K- 16.92% |
$365K - $383K
|
15.6K
$1.84M
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-3.9K- 22.47% |
$447K - $469K
|
13.4K
$1.59M
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-5.11K- 26.01% |
$586K - $614K
|
14.5K
$1.71M
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-5.26K- 21.08% |
$604K - $633K
|
19.7K
$2.32M
|
|
Oct 08, 2024
Q3 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-5.68K- 59.81% |
$652K - $683K
|
3.82K
$450K
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-7.02K- 16.87% |
$805K - $843K
|
34.6K
$4.08M
|
|
Oct 10, 2024
Q3 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-9.04K- 15.98% |
$1.04M - $1.09M
|
47.5K
$5.6M
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-13K- 68.44% |
$1.49M - $1.56M
|
5.98K
$705K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-17.1K- 1.41% |
$1.97M - $2.06M
|
1.19M
$141M
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-27.1K- 33.77% |
$3.1M - $3.25M
|
53.1K
$6.26M
|
|
Oct 10, 2024
Q3 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-38.7K- 90.38% |
$4.44M - $4.65M
|
4.12K
$486K
|