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 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
6.08KNew |
$697K - $730K
|
6.08K
$705K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.04K+ 792.26% |
$693K - $726K
|
6.8K
$790K
|
|
|
Nov 14, 2024
Q3 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
5.81KNew |
$667K - $699K
|
5.81K
$675K
|
|
|
Nov 13, 2024
Q3 2024
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
5.78KNew |
$663K - $694K
|
5.78K
$671K
|
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
5.71K+ 5.09% |
$655K - $686K
|
118K
$13.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
5.7KNew |
$654K - $685K
|
5.7K
$662K
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
5.58K+ 122.3% |
$641K - $671K
|
10.1K
$1.18M
|
|
|
Nov 05, 2024
Q3 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
5.51K+ 19.98% |
$632K - $662K
|
33.1K
$3.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
5.39K+ 31.2% |
$618K - $648K
|
22.7K
$2.63M
|
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
5.19K+ 8.26% |
$596K - $624K
|
68.1K
$7.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
5.03KNew |
$577K - $605K
|
5.03K
$584K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.95K+ 14.19% |
$568K - $595K
|
39.8K
$4.62M
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
4.9KNew |
$562K - $589K
|
4.9K
$569K
|
|
|
Oct 28, 2024
Q3 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
4.83K+ 5.31% |
$554K - $581K
|
95.8K
$11.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.8K+ 11.67% |
$551K - $577K
|
46K
$5.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
4.74KNew |
$544K - $570K
|
4.74K
$551K
|
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
4.7K+ 3.94% |
$539K - $565K
|
124K
$14.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Newport Capital Group, LLC
|
BUY
|
- |
4.7K+ 22.07% |
$539K - $565K
|
26K
$3.02M
|
|
|
Nov 07, 2024
Q3 2024
|
ETF Store, Inc.
|
BUY
|
- |
4.57K+ 23.4% |
$524K - $549K
|
24.1K
$2.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
4.23K+ 126.99% |
$486K - $509K
|
7.57K
$879K
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Trust CO
|
BUY
|
- |
4.17KNew |
$479K - $502K
|
4.17K
$484K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
4.03KNew |
$463K - $485K
|
4.03K
$468K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
4.01KNew |
$461K - $483K
|
4.01K
$466K
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
4KNew |
$459K - $481K
|
4K
$465K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
3.97K+ 1.89% |
$456K - $478K
|
214K
$24.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3.8K+ 1.06% |
$436K - $457K
|
361K
$41.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
3.69KNew |
$423K - $443K
|
3.69K
$428K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.47K+ 13.15% |
$398K - $417K
|
29.9K
$3.47M
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
3.47K+ 10.23% |
$398K - $417K
|
37.3K
$4.34M
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
3.39K+ 6.12% |
$389K - $407K
|
58.8K
$6.83M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.3K+ 8.98% |
$378K - $396K
|
40K
$4.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
3.26KNew |
$374K - $392K
|
3.26K
$379K
|
|
|
Nov 14, 2024
Q3 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
3.2KNew |
$367K - $385K
|
3.2K
$372K
|
|
|
Nov 08, 2024
Q3 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
3.18K+ 47.94% |
$365K - $382K
|
9.82K
$1.14M
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
3.16K+ 8.47% |
$363K - $380K
|
40.5K
$4.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
3.11K+ 104.99% |
$357K - $374K
|
6.08K
$706K
|
|
|
Nov 13, 2024
Q3 2024
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
3K+ 5.08% |
$344K - $361K
|
62K
$7.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3K+ 8.31% |
$344K - $360K
|
39.1K
$4.54M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.98KNew |
$342K - $359K
|
2.98K
$346K
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
2.97KNew |
$341K - $357K
|
2.97K
$345K
|
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
2.94K+ 67.46% |
$337K - $353K
|
7.29K
$846K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.93K+ 344.35% |
$336K - $352K
|
3.78K
$439K
|
|
|
Oct 18, 2024
Q3 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
2.91K+ 7.5% |
$334K - $350K
|
41.7K
$4.85M
|
|
|
Nov 13, 2024
Q3 2024
|
Verger Capital Management LLC
|
BUY
|
- |
2.9KNew |
$333K - $349K
|
2.9K
$337K
|
|
|
Oct 23, 2024
Q3 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
2.87K+ 1.28% |
$329K - $345K
|
228K
$26.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
2.86KNew |
$329K - $344K
|
2.86K
$333K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
2.81K+ 14.18% |
$322K - $337K
|
22.6K
$2.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
2.78K+ 95.73% |
$319K - $334K
|
5.69K
$661K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.78K+ 2.07% |
$319K - $334K
|
137K
$15.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
2.78K+ 7.54% |
$318K - $334K
|
39.6K
$4.6M
|