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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q4 2023
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
11KNew |
$1.22M - $1.29M
|
11K
$1.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
10.9KNew |
$1.22M - $1.28M
|
10.9K
$1.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
10.7K+ 207.99% |
$1.2M - $1.26M
|
15.9K
$1.85M
|
|
|
Feb 16, 2024
Q4 2023
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
10.3KNew |
$1.15M - $1.21M
|
10.3K
$1.19M
|
|
|
Feb 15, 2024
Q4 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
10K+ 66.58% |
$1.12M - $1.17M
|
25K
$2.9M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
9.48K+ 14.75% |
$1.06M - $1.11M
|
73.8K
$8.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
9.43K+ 21.08% |
$1.05M - $1.11M
|
54.2K
$6.29M
|
|
|
May 30, 2024
Q4 2023
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
9.12KNew |
$1.02M - $1.07M
|
9.12K
$1.06M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.7K+ 47.22% |
$971K - $1.02M
|
27.1K
$3.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
8.63K+ 80.41% |
$964K - $1.01M
|
19.4K
$2.25M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.5KNew |
$949K - $998K
|
8.5K
$987K
|
|
|
Jan 24, 2024
Q4 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
8.48K+ 9.48% |
$946K - $995K
|
97.9K
$11.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
8.42KNew |
$940K - $988K
|
8.42K
$978K
|
|
|
Feb 09, 2024
Q4 2023
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
8.16KNew |
$910K - $957K
|
8.16K
$947K
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
7.76KNew |
$866K - $910K
|
7.76K
$901K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
7.68KNew |
$857K - $902K
|
7.68K
$892K
|
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
7.68K+ 266.96% |
$857K - $901K
|
10.6K
$1.23M
|
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
7.66KNew |
$854K - $898K
|
7.66K
$889K
|
|
|
Feb 05, 2024
Q4 2023
|
Searle & Co.
|
BUY
|
- |
7.5KNew |
$837K - $880K
|
7.5K
$871K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.35K+ 50.63% |
$820K - $863K
|
21.9K
$2.54M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
7.15K+ 20.27% |
$798K - $839K
|
42.4K
$4.93M
|
|
|
Feb 08, 2024
Q4 2023
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
7.11KNew |
$793K - $834K
|
7.11K
$825K
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
6.73KNew |
$752K - $790K
|
6.73K
$782K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
6.69K+ 212.59% |
$746K - $785K
|
9.83K
$1.14M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
6.39KNew |
$713K - $750K
|
6.39K
$742K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.11K+ 16.43% |
$682K - $717K
|
43.3K
$5.03M
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
6.08KNew |
$678K - $713K
|
6.08K
$706K
|
|
|
Jan 19, 2024
Q4 2023
|
Donald L. Hagan, LLC
|
BUY
|
- |
5.95KNew |
$665K - $699K
|
5.95K
$691K
|
|
|
Feb 09, 2024
Q4 2023
|
Divergent Wealth Advisors
|
BUY
|
- |
5.93K+ 31.63% |
$662K - $696K
|
24.7K
$2.87M
|
|
|
Feb 13, 2024
Q4 2023
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
5.92KNew |
$661K - $695K
|
5.92K
$687K
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
5.9K+ 42.93% |
$659K - $693K
|
19.7K
$2.28M
|
|
|
Jan 30, 2024
Q4 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
5.66K+ 103.27% |
$631K - $664K
|
11.1K
$1.29M
|
|
|
Jan 29, 2024
Q4 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
5.35KNew |
$597K - $628K
|
5.35K
$621K
|
|
|
Feb 05, 2024
Q4 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
5.23K+ 53.4% |
$583K - $613K
|
15K
$1.74M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
4.93K+ 32.34% |
$550K - $578K
|
20.2K
$2.34M
|
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
4.75KNew |
$530K - $558K
|
4.75K
$552K
|
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
4.75K+ 1312.15% |
$530K - $558K
|
5.11K
$594K
|
|
|
Jan 23, 2024
Q4 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
4.65KNew |
$519K - $546K
|
4.65K
$540K
|
|
|
Feb 14, 2024
Q4 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
4.57KNew |
$510K - $536K
|
4.57K
$530K
|
|
|
Feb 21, 2024
Q4 2023
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
4.57K+ 5.81% |
$509K - $536K
|
83.2K
$9.66M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.54K+ 193.28% |
$507K - $533K
|
6.89K
$800K
|
|
|
Feb 14, 2024
Q4 2023
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
4.51KNew |
$504K - $530K
|
4.51K
$524K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
4.51KNew |
$503K - $529K
|
4.51K
$524K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
4.48K+ 29.87% |
$500K - $526K
|
19.5K
$2.26M
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
4.45K+ 3.88% |
$496K - $522K
|
119K
$13.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
4.45KNew |
$496K - $522K
|
4.45K
$516K
|
|
|
Jan 15, 2025
Q4 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
4.35K+ 40.22% |
$486K - $511K
|
15.2K
$1.76M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
4.34K+ 41.27% |
$484K - $509K
|
14.8K
$1.72M
|
|
|
Feb 08, 2024
Q4 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
4.2K+ 2.18% |
$469K - $493K
|
197K
$22.8M
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
4.16K+ 86.87% |
$464K - $488K
|
8.95K
$1.04M
|