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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.93K+ 0.99% |
$216K - $227K
|
197K
$22.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
1.91K+ 85.84% |
$213K - $224K
|
4.13K
$479K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.87KNew |
$208K - $219K
|
1.87K
$216K
|
|
|
Jan 30, 2024
Q4 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.86KNew |
$208K - $218K
|
1.86K
$216K
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
BUY
|
- |
1.85K+ 4.63% |
$207K - $217K
|
41.8K
$4.84M
|
|
|
Jan 22, 2024
Q4 2023
|
Wolf Group Capital Advisors
|
BUY
|
- |
1.84KNew |
$206K - $216K
|
1.84K
$214K
|
|
|
Jan 17, 2024
Q4 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.8K+ 33.89% |
$201K - $212K
|
7.12K
$825K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.78KNew |
$199K - $209K
|
1.78K
$207K
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
1.76KNew |
$196K - $207K
|
1.76K
$204K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.75K+ 15.89% |
$196K - $206K
|
12.8K
$1.48M
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.75KNew |
$195K - $205K
|
1.75K
$203K
|
|
|
Feb 05, 2024
Q4 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
1.75KNew |
$195K - $205K
|
1.75K
$202K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
1.74K+ 30.04% |
$194K - $204K
|
7.53K
$872K
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1.74KNew |
$194K - $204K
|
1.74K
$202K
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
1.7KNew |
$189K - $199K
|
1.7K
$197K
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
1.62K+ 6.59% |
$181K - $190K
|
26.2K
$3.04M
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
1.61K+ 4.25% |
$180K - $189K
|
39.5K
$4.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.6K+ 5.77% |
$179K - $188K
|
29.3K
$3.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
1.53K+ 46.36% |
$171K - $180K
|
4.83K
$560K
|
|
|
Feb 15, 2024
Q4 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
1.46K+ 24.05% |
$162K - $171K
|
7.51K
$870K
|
|
|
Feb 09, 2024
Q4 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
1.36K+ 32.21% |
$151K - $159K
|
5.57K
$645K
|
|
|
Feb 12, 2024
Q4 2023
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
1.35K+ 2.0% |
$150K - $158K
|
68.4K
$7.93M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.33K+ 4.37% |
$149K - $156K
|
31.8K
$3.68M
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
1.33K+ 0.77% |
$148K - $156K
|
173K
$20.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.27K+ 63.05% |
$142K - $149K
|
3.29K
$381K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
1.25K+ 56.66% |
$140K - $147K
|
3.46K
$401K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.24K+ 31.82% |
$138K - $145K
|
5.13K
$594K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.24K+ 42.5% |
$138K - $145K
|
4.14K
$480K
|
|
|
Feb 07, 2024
Q4 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
1.23K+ 53.62% |
$137K - $144K
|
3.52K
$408K
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.18K+ 15.6% |
$131K - $138K
|
8.72K
$1.01M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.17K+ 23.39% |
$131K - $137K
|
6.17K
$715K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
1.14KNew |
$127K - $134K
|
1.14K
$132K
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.14K+ 3.1% |
$127K - $133K
|
37.7K
$4.37M
|
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
1.13K+ 0.95% |
$126K - $132K
|
120K
$13.9M
|
|
|
Jan 11, 2024
Q4 2023
|
Community Trust & Investment CO
|
BUY
|
- |
1.13K+ 3.66% |
$126K - $132K
|
31.9K
$3.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.13K+ 87.56% |
$126K - $132K
|
2.41K
$280K
|
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
BUY
|
- |
1.12K+ 0.24% |
$125K - $131K
|
460K
$53.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
BUY
|
- |
1.1K+ 2.14% |
$123K - $129K
|
52.5K
$6.08M
|
|
|
Jan 02, 2024
Q4 2023
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
1.09K+ 0.6% |
$121K - $128K
|
182K
$21.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Sinecera Capital, LLC
|
BUY
|
- |
1.04K+ 7.12% |
$116K - $122K
|
15.7K
$1.82M
|
|
|
Feb 07, 2024
Q4 2023
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
1.02K+ 2.11% |
$114K - $120K
|
49.4K
$5.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
988New |
$110K - $116K
|
988
$114K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
988New |
$110K - $116K
|
988
$114K
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
950New |
$106K - $112K
|
950
$110K
|
|
|
Jan 09, 2024
Q4 2023
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
918+ 6.05% |
$102K - $108K
|
16.1K
$1.86M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
890+ 4.96% |
$99.3K - $104K
|
18.8K
$2.18M
|
|
|
Feb 12, 2024
Q4 2023
|
Renasant Bank
|
BUY
|
- |
885+ 29.15% |
$98.8K - $104K
|
3.92K
$454K
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
873+ 23.22% |
$97.4K - $102K
|
4.63K
$537K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
869+ 22.1% |
$97K - $102K
|
4.8K
$556K
|
|
|
Feb 01, 2024
Q4 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
855+ 22.09% |
$95.4K - $100K
|
4.73K
$548K
|