Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2024
Q4 2023
|
West End Advisors, LLC
|
SELL
|
- |
-27.2K- 2.06% |
$3.03M - $3.19M
|
1.29M
$150M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-27.8K- 2.17% |
$3.11M - $3.27M
|
1.26M
$146M
|
|
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-28.2K- 80.24% |
$3.14M - $3.31M
|
6.94K
$806K
|
|
|
Feb 02, 2024
Q4 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-28.3K- 68.01% |
$3.16M - $3.32M
|
13.3K
$1.55M
|
|
|
Feb 05, 2024
Q4 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-29.3K- 7.38% |
$3.27M - $3.44M
|
368K
$42.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Matson Money. Inc.
|
SELL
|
- |
-30.3K- 2.07% |
$3.39M - $3.56M
|
1.43M
$167M
|
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-32.5K- 96.17% |
$3.63M - $3.82M
|
1.29K
$150K
|
|
|
Jan 05, 2024
Q4 2023
|
Boltwood Capital Management
|
SELL
|
- |
-36.8K- 26.05% |
$4.11M - $4.32M
|
105K
$12.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-43.8K- 91.89% |
$4.88M - $5.14M
|
3.86K
$448K
|
|
|
Feb 02, 2024
Q4 2023
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-45.3K- 33.09% |
$5.05M - $5.32M
|
91.6K
$10.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-46.8K- 3.81% |
$5.22M - $5.49M
|
1.18M
$137M
|
|
|
Feb 12, 2024
Q4 2023
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-48.7K- 94.87% |
$5.44M - $5.72M
|
2.64K
$306K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-52.2K- 55.63% |
$5.83M - $6.13M
|
41.7K
$4.84M
|
|
|
Feb 12, 2024
Q4 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-53.1K- 20.59% |
$5.93M - $6.23M
|
205K
$23.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-59.4K- 56.55% |
$6.63M - $6.97M
|
45.6K
$5.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-61.4K- 95.8% |
$6.85M - $7.21M
|
2.69K
$313K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-64K- 3.16% |
$7.15M - $7.52M
|
1.96M
$228M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-65.4K- 3.72% |
$7.3M - $7.67M
|
1.69M
$197M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-65.8K- 2.99% |
$7.35M - $7.73M
|
2.14M
$248M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-69.8K- 23.18% |
$7.79M - $8.19M
|
231K
$26.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-72.1K- 81.52% |
$8.04M - $8.46M
|
16.3K
$1.9M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-72.2K- 58.4% |
$8.06M - $8.48M
|
51.5K
$5.98M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-77K- 79.25% |
$8.59M - $9.03M
|
20.2K
$2.34M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-80.9K- 1.91% |
$9.03M - $9.5M
|
4.15M
$482M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-90.1K- 29.82% |
$10.1M - $10.6M
|
212K
$24.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-90.6K- 63.8% |
$10.1M - $10.6M
|
51.4K
$5.97M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-92.6K- 44.8% |
$10.3M - $10.9M
|
114K
$13.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilton Capital Management, LLC
|
SELL
|
- |
-93.5K- 19.75% |
$10.4M - $11M
|
380K
$44.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-96K- 5.13% |
$10.7M - $11.3M
|
1.78M
$206M
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-100K- 31.82% |
$11.2M - $11.8M
|
215K
$24.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-121K- 86.42% |
$13.5M - $14.2M
|
19K
$2.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-125K- 64.65% |
$13.9M - $14.6M
|
68.1K
$7.91M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-125K- 79.38% |
$13.9M - $14.7M
|
32.4K
$3.77M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-147K- 63.92% |
$16.4M - $17.2M
|
82.7K
$9.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-151K- 3.74% |
$16.8M - $17.7M
|
3.89M
$452M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-179K- 6.67% |
$20M - $21M
|
2.5M
$290M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-216K- 2.24% |
$24.1M - $25.3M
|
9.41M
$1.09B
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-285K- 75.08% |
$31.8M - $33.4M
|
94.6K
$11M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-294K- 13.58% |
$32.9M - $34.6M
|
1.87M
$218M
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-316K- 99.15% |
$35.3M - $37.1M
|
2.73K
$316K
|
|
|
Feb 05, 2024
Q4 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-355K- 98.55% |
$39.6M - $41.7M
|
5.23K
$607K
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-434K- 13.49% |
$48.5M - $51M
|
2.78M
$323M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-447K- 96.96% |
$49.9M - $52.4M
|
14K
$1.63M
|
|
|
Feb 07, 2024
Q4 2023
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-549K- 31.33% |
$61.3M - $64.4M
|
1.2M
$140M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-779K- 29.94% |
$87M - $91.5M
|
1.82M
$212M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.13M- 31.15% |
$126M - $133M
|
2.5M
$290M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.23M- 96.82% |
$138M - $145M
|
40.5K
$4.71M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-7.7M- 45.01% |
$859M - $904M
|
9.41M
$1.09B
|