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 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
853New |
$95.2K - $100K
|
853
$98.8K
|
|
|
Jan 10, 2024
Q4 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
820+ 0.76% |
$91.5K - $96.2K
|
108K
$12.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
808+ 7.12% |
$90.2K - $94.8K
|
12.2K
$1.41M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
805+ 41.26% |
$89.8K - $94.5K
|
2.76K
$319K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
775+ 41.51% |
$86.5K - $91K
|
2.64K
$306K
|
|
|
Feb 08, 2024
Q4 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
764+ 15.98% |
$85.3K - $89.7K
|
5.55K
$643K
|
|
|
Jan 11, 2024
Q4 2023
|
Gen Wealth Group, Inc.
|
BUY
|
- |
759+ 7.53% |
$84.7K - $89.1K
|
10.8K
$1.26M
|
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
732New |
$81.7K - $85.9K
|
732
$84.8K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
711+ 31.09% |
$79.4K - $83.5K
|
3K
$347K
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
708+ 13.92% |
$79K - $83.1K
|
5.79K
$671K
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
698+ 1.02% |
$77.9K - $81.9K
|
69.2K
$8.02M
|
|
|
Jan 12, 2024
Q4 2023
|
Clarity Financial LLC
|
BUY
|
- |
687+ 0.28% |
$76.7K - $80.6K
|
250K
$28.9M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
687+ 4.06% |
$76.7K - $80.6K
|
17.6K
$2.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
673+ 0.31% |
$75.1K - $79K
|
217K
$25.1M
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
BUY
|
- |
650+ 1140.35% |
$72.5K - $76.3K
|
707
$81.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
613+ 10.45% |
$68.4K - $71.9K
|
6.48K
$751K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
582+ 56.73% |
$65K - $68.3K
|
1.61K
$186K
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
549+ 2.98% |
$61.3K - $64.4K
|
18.9K
$2.2M
|
|
|
Jan 29, 2024
Q4 2023
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
548+ 10.49% |
$61.2K - $64.3K
|
5.77K
$669K
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
540+ 0.38% |
$60.3K - $63.4K
|
144K
$16.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
533+ 311.7% |
$59.5K - $62.6K
|
704
$81.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
515+ 370.5% |
$57.5K - $60.4K
|
654
$75.8K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
500New |
$55.8K - $58.7K
|
500
$57.9K
|
|
|
Jan 16, 2024
Q4 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
477+ 433.64% |
$53.2K - $56K
|
587
$68K
|
|
|
Feb 13, 2024
Q4 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
475+ 5.38% |
$53K - $55.8K
|
9.31K
$1.08M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
463+ 6.22% |
$51.7K - $54.3K
|
7.91K
$917K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
451+ 399.12% |
$50.3K - $52.9K
|
564
$65.4K
|
|
|
Feb 01, 2024
Q4 2023
|
Acas, LLC
|
BUY
|
- |
443+ 17.66% |
$49.4K - $52K
|
2.95K
$342K
|
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
430New |
$48K - $50.5K
|
430
$49.8K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
380New |
$42.4K - $44.6K
|
380
$44K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
376New |
$42K - $44.1K
|
376
$43.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
368+ 7.84% |
$41.1K - $43.2K
|
5.06K
$587K
|
|
|
Jan 22, 2024
Q4 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
341+ 2.27% |
$38.1K - $40K
|
15.4K
$1.78M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
328New |
$36.6K - $38.5K
|
328
$38K
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
326+ 16.8% |
$36.4K - $38.3K
|
2.27K
$263K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
291+ 4850.0% |
$32.5K - $34.2K
|
297
$34.4K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
277New |
$30.9K - $32.5K
|
277
$32.1K
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
274New |
$30.6K - $32.2K
|
274
$31.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
270+ 27000.0% |
$30.1K - $31.7K
|
271
$31.4K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
270+ 0.23% |
$30.1K - $31.7K
|
117K
$13.5M
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
266New |
$29.7K - $31.2K
|
266
$30.8K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
260New |
$29K - $30.5K
|
260
$30.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
251+ 432.76% |
$28K - $29.5K
|
309
$35.8K
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
238+ 12.33% |
$26.6K - $27.9K
|
2.17K
$251K
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
238New |
$26.6K - $27.9K
|
238
$27.6K
|
|
|
Jan 10, 2024
Q4 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
237+ 7.04% |
$26.5K - $27.8K
|
3.6K
$417K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
222+ 14.25% |
$24.8K - $26.1K
|
1.78K
$206K
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
204+ 2.8% |
$22.8K - $23.9K
|
7.49K
$868K
|
|
|
Jan 23, 2024
Q4 2023
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
200+ 1.23% |
$22.3K - $23.5K
|
16.5K
$1.91M
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
197+ 895.45% |
$22K - $23.1K
|
219
$25.4K
|