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 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.11K+ 2.25% |
$459K - $483K
|
187K
$21.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
4.08K+ 184.21% |
$456K - $479K
|
6.3K
$730K
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
BUY
|
- |
3.91KNew |
$436K - $458K
|
3.91K
$453K
|
|
|
Feb 07, 2024
Q4 2023
|
Summa Corp.
Tomball, TX |
BUY
|
- |
3.87KNew |
$432K - $454K
|
3.87K
$448K
|
|
|
Feb 14, 2024
Q4 2023
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
3.8KNew |
$424K - $446K
|
3.8K
$440K
|
|
|
Feb 12, 2024
Q4 2023
|
Adams Wealth Management
|
BUY
|
- |
3.77KNew |
$420K - $442K
|
3.77K
$437K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.73KNew |
$416K - $438K
|
3.73K
$432K
|
|
|
Jan 30, 2024
Q4 2023
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
3.61KNew |
$402K - $423K
|
3.61K
$418K
|
|
|
Jan 08, 2024
Q4 2023
|
Fluent Financial, LLC
|
BUY
|
- |
3.57K+ 114.48% |
$398K - $418K
|
6.68K
$774K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
3.55K+ 29.14% |
$396K - $417K
|
15.7K
$1.82M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.52K+ 15.77% |
$393K - $413K
|
25.8K
$2.99M
|
|
|
Feb 13, 2024
Q4 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
3.44KNew |
$384K - $404K
|
3.44K
$399K
|
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
3.44K+ 27.02% |
$384K - $404K
|
16.2K
$1.87M
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
3.17K+ 393.54% |
$354K - $372K
|
3.97K
$460K
|
|
|
Jan 17, 2024
Q4 2023
|
Flagship Private Wealth, LLC
|
BUY
|
- |
2.93KNew |
$327K - $344K
|
2.93K
$340K
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.93KNew |
$327K - $344K
|
2.93K
$339K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.93K+ 63.69% |
$327K - $344K
|
7.53K
$872K
|
|
|
Jan 22, 2024
Q4 2023
|
Bank Hapoalim Bm
|
BUY
|
- |
2.9K+ 12.98% |
$324K - $341K
|
25.3K
$2.93M
|
|
|
Jan 22, 2024
Q4 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
2.88K+ 142.54% |
$321K - $337K
|
4.89K
$567K
|
|
|
Jan 29, 2024
Q4 2023
|
Costello Asset Management, Inc
|
BUY
|
- |
2.88KNew |
$321K - $337K
|
2.88K
$333K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.86KNew |
$319K - $335K
|
2.86K
$331K
|
|
|
Feb 02, 2024
Q4 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
2.84KNew |
$317K - $334K
|
2.84K
$330K
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
2.84KNew |
$316K - $333K
|
2.84K
$329K
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
2.81K+ 120.76% |
$314K - $330K
|
5.14K
$595K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
2.74K+ 25.86% |
$306K - $322K
|
13.3K
$1.55M
|
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
BUY
|
- |
2.57KNew |
$286K - $301K
|
2.57K
$297K
|
|
|
Feb 14, 2024
Q4 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
2.51K+ 31.53% |
$280K - $295K
|
10.5K
$1.21M
|
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
2.44KNew |
$273K - $287K
|
2.44K
$283K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.44KNew |
$272K - $286K
|
2.44K
$283K
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
2.43K+ 13.22% |
$271K - $285K
|
20.8K
$2.41M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
2.4KNew |
$268K - $282K
|
2.4K
$278K
|
|
|
Feb 13, 2024
Q4 2023
|
Belvedere Trading LLC
|
BUY
|
- |
2.38KNew |
$265K - $279K
|
2.38K
$275K
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
BUY
|
- |
2.37KNew |
$264K - $278K
|
2.37K
$274K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
2.34KNew |
$261K - $275K
|
2.34K
$271K
|
|
|
Jan 19, 2024
Q4 2023
|
New Potomac Partners, LLC
|
BUY
|
- |
2.33K+ 8.26% |
$260K - $273K
|
30.5K
$3.54M
|
|
|
Jan 18, 2024
Q4 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
2.3KNew |
$257K - $270K
|
2.3K
$267K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.28K+ 229.22% |
$255K - $268K
|
3.28K
$380K
|
|
|
Feb 02, 2024
Q4 2023
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
2.22KNew |
$248K - $261K
|
2.22K
$257K
|
|
|
Apr 11, 2024
Q4 2023
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
2.19KNew |
$245K - $257K
|
2.19K
$254K
|
|
|
Feb 01, 2024
Q4 2023
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
2.15KNew |
$240K - $252K
|
2.15K
$249K
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
2.15KNew |
$240K - $252K
|
2.15K
$249K
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
2.11KNew |
$235K - $248K
|
2.11K
$245K
|
|
|
Mar 26, 2024
Q4 2023
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
2.07KNew |
$231K - $243K
|
2.07K
$240K
|
|
|
Feb 14, 2024
Q4 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
2.04KNew |
$227K - $239K
|
2.04K
$236K
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
2.02KNew |
$225K - $237K
|
2.02K
$234K
|
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
2KNew |
$223K - $234K
|
2K
$231K
|
|
|
May 02, 2024
Q4 2023
|
Value Partners Investments Inc.
|
BUY
|
- |
1.98KNew |
$221K - $233K
|
1.98K
$230K
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.96KNew |
$219K - $230K
|
1.96K
$227K
|
|
|
Jan 26, 2024
Q4 2023
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
1.95KNew |
$217K - $229K
|
1.95K
$226K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.95KNew |
$217K - $228K
|
1.95K
$225K
|