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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
12.1K+ 8.87% |
$1.39M - $1.46M
|
149K
$17.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
11.9K+ 373.67% |
$1.36M - $1.43M
|
15K
$1.75M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
11.8KNew |
$1.35M - $1.42M
|
11.8K
$1.37M
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
BUY
|
- |
11.4K+ 26.54% |
$1.31M - $1.37M
|
54.2K
$6.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
10.4K+ 54.74% |
$1.2M - $1.25M
|
29.5K
$3.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
10.4K+ 69.98% |
$1.19M - $1.25M
|
25.2K
$2.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
10KNew |
$1.15M - $1.21M
|
10K
$1.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
10K+ 10.1% |
$1.15M - $1.2M
|
109K
$12.7M
|
|
|
Nov 13, 2024
Q3 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
9.85K+ 56.68% |
$1.13M - $1.18M
|
27.2K
$3.16M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
9.66K+ 20.54% |
$1.11M - $1.16M
|
56.7K
$6.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
9.55K+ 849.24% |
$1.1M - $1.15M
|
10.7K
$1.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
9.48K+ 10.58% |
$1.09M - $1.14M
|
99K
$11.5M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
9.43K+ 21.33% |
$1.08M - $1.13M
|
53.6K
$6.23M
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
BUY
|
- |
9.28K+ 91.97% |
$1.07M - $1.12M
|
19.4K
$2.25M
|
|
|
Nov 06, 2024
Q3 2024
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
9.24K+ 89.07% |
$1.06M - $1.11M
|
19.6K
$2.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
9.18K+ 300.03% |
$1.05M - $1.1M
|
12.2K
$1.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
9.11K+ 3.96% |
$1.04M - $1.09M
|
239K
$27.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
8.85KNew |
$1.02M - $1.06M
|
8.85K
$1.03M
|
|
|
Oct 02, 2024
Q3 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
8.83KNew |
$1.01M - $1.06M
|
8.83K
$1.02M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.64K+ 4.55% |
$991K - $1.04M
|
198K
$23M
|
|
|
Oct 18, 2024
Q3 2024
|
Berkshire Bank
|
BUY
|
- |
8.64K+ 5.27% |
$991K - $1.04M
|
172K
$20M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
8.62K+ 28.28% |
$989K - $1.04M
|
39.1K
$4.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
8.46K+ 29.83% |
$971K - $1.02M
|
36.8K
$4.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
8.4KNew |
$964K - $1.01M
|
8.4K
$975K
|
|
|
Nov 14, 2024
Q3 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
8.04K+ 41.02% |
$922K - $967K
|
27.6K
$3.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Alpha Square Group S, LLC
New York, NY |
BUY
|
- |
8KNew |
$918K - $962K
|
8K
$929K
|
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
7.89KNew |
$905K - $948K
|
7.89K
$916K
|
|
|
Nov 14, 2024
Q3 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
7.86KNew |
$902K - $945K
|
7.86K
$913K
|
|
|
Nov 13, 2024
Q3 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
7.74K+ 9.01% |
$888K - $930K
|
93.6K
$10.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
7.6KNew |
$872K - $914K
|
7.6K
$883K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
7.49K+ 7.09% |
$859K - $900K
|
113K
$13.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
7.48KNew |
$859K - $900K
|
7.48K
$869K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
7.41K+ 35295.24% |
$850K - $891K
|
7.43K
$863K
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
7.39K+ 25.05% |
$848K - $888K
|
36.9K
$4.28M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
7.29K+ 7.55% |
$836K - $876K
|
104K
$12M
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
7.23KNew |
$830K - $870K
|
7.23K
$840K
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
7.08KNew |
$813K - $852K
|
7.08K
$823K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
7.06KNew |
$810K - $848K
|
7.06K
$819K
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
6.88K+ 310.89% |
$790K - $828K
|
9.1K
$1.06M
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
6.87K+ 48.2% |
$788K - $825K
|
21.1K
$2.45M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
6.77K+ 27.14% |
$777K - $814K
|
31.7K
$3.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
6.66K+ 13.79% |
$764K - $800K
|
54.9K
$6.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
6.62K+ 54.93% |
$760K - $796K
|
18.7K
$2.17M
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
6.49K+ 37.35% |
$745K - $780K
|
23.9K
$2.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
6.45KNew |
$740K - $775K
|
6.45K
$749K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
6.39KNew |
$733K - $768K
|
6.39K
$742K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
6.39KNew |
$733K - $768K
|
6.39K
$742K
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
6.38K+ 5.08% |
$732K - $768K
|
132K
$15.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
6.38K+ 4.01% |
$732K - $767K
|
166K
$19.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
6.38K+ 6.02% |
$732K - $767K
|
112K
$13M
|