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 01, 2024
Q4 2023
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-209- 0.68% |
$23.3K - $24.5K
|
30.6K
$3.55M
|
|
|
Feb 01, 2024
Q4 2023
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-210- 8.58% |
$23.4K - $24.6K
|
2.24K
$260K
|
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-210- 0.88% |
$23.4K - $24.6K
|
23.5K
$2.73M
|
|
|
Jan 25, 2024
Q4 2023
|
Peoples Bank
|
SELL
|
- |
-215- 2.27% |
$24K - $25.2K
|
9.26K
$1.07M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-218- 4.24% |
$24.3K - $25.6K
|
4.92K
$571K
|
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-219- 17.37% |
$24.4K - $25.7K
|
1.04K
$121K
|
|
|
Jan 29, 2024
Q4 2023
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-245- 8.31% |
$27.3K - $28.8K
|
2.7K
$314K
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-250- 11.63% |
$27.9K - $29.3K
|
1.9K
$221K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-255- 12.53% |
$28.5K - $29.9K
|
1.78K
$207K
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Asset Management Inc
|
SELL
|
- |
-260- 8.3% |
$29K - $30.5K
|
2.87K
$334K
|
|
|
Jan 16, 2024
Q4 2023
|
Twele Capital Management, Inc.
|
SELL
|
- |
-276- 1.73% |
$30.8K - $32.4K
|
15.6K
$1.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-278- 3.65% |
$31K - $32.6K
|
7.34K
$853K
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-278- 0.15% |
$31K - $32.6K
|
181K
$21M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-279- 1.55% |
$31.1K - $32.7K
|
17.8K
$2.06M
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-282- 4.1% |
$31.5K - $33.1K
|
6.59K
$765K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-300- 20.7% |
$33.5K - $35.2K
|
1.15K
$133K
|
|
|
Jan 09, 2024
Q4 2023
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-303- 10.72% |
$33.8K - $35.6K
|
2.52K
$293K
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-313- 6.3% |
$34.9K - $36.7K
|
4.66K
$541K
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-319- 0.47% |
$35.6K - $37.4K
|
68K
$7.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-343- 6.42% |
$38.3K - $40.3K
|
5K
$581K
|
|
|
Feb 09, 2024
Q4 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-354- 15.97% |
$39.5K - $41.5K
|
1.86K
$216K
|
|
|
Feb 14, 2024
Q4 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-378- 5.33% |
$42.2K - $44.4K
|
6.72K
$780K
|
|
|
Feb 08, 2024
Q4 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-378- 13.55% |
$42.2K - $44.4K
|
2.41K
$280K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-391- 17.49% |
$43.6K - $45.9K
|
1.84K
$214K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-391- 17.49% |
$43.6K - $45.9K
|
1.84K
$214K
|
|
|
Feb 12, 2024
Q4 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-420- 1.61% |
$46.9K - $49.3K
|
25.7K
$2.99M
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-437- 29.09% |
$48.8K - $51.3K
|
1.07K
$124K
|
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-479- 7.24% |
$53.5K - $56.2K
|
6.13K
$712K
|
|
|
Jan 18, 2024
Q4 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-493- 6.57% |
$55K - $57.9K
|
7.02K
$815K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-530- 2.59% |
$59.2K - $62.2K
|
19.9K
$2.31M
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
SELL
|
- |
-538- 9.76% |
$60K - $63.1K
|
4.97K
$577K
|
|
|
Feb 08, 2024
Q4 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-600- 7.06% |
$67K - $70.4K
|
7.9K
$917K
|
|
|
Jan 09, 2024
Q4 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-640- 25.03% |
$71.4K - $75.1K
|
1.92K
$223K
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-713- 7.25% |
$79.6K - $83.7K
|
9.13K
$1.06M
|
|
|
Feb 08, 2024
Q4 2023
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-743- 31.19% |
$82.9K - $87.2K
|
1.64K
$190K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-768- 9.87% |
$85.7K - $90.1K
|
7.01K
$815K
|
|
|
Feb 15, 2024
Q4 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-785- 1.33% |
$87.6K - $92.1K
|
58.2K
$6.76M
|
|
|
Jan 18, 2024
Q4 2023
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-791- 3.83% |
$88.3K - $92.8K
|
19.8K
$2.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-807- 1.39% |
$90.1K - $94.7K
|
57.1K
$6.63M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-829- 10.13% |
$92.5K - $97.3K
|
7.35K
$854K
|
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-880- 55.35% |
$98.2K - $103K
|
710
$82.5K
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-974- 28.03% |
$109K - $114K
|
2.5K
$290K
|
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
SELL
|
- |
-1K- 35.71% |
$112K - $117K
|
1.8K
$209K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.02K- 3.03% |
$114K - $119K
|
32.6K
$3.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.14K- 10.51% |
$128K - $134K
|
9.74K
$1.13M
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-1.15K- 3.54% |
$128K - $135K
|
31.3K
$3.63M
|
|
|
Feb 05, 2024
Q4 2023
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-1.16K- 4.37% |
$129K - $136K
|
25.3K
$2.94M
|
|
|
Feb 12, 2024
Q4 2023
|
Rice Partnership, LLC
|
SELL
|
- |
-1.16K- 91.47% |
$129K - $136K
|
108
$12.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Pacific Wealth Management
|
SELL
|
- |
-1.17K- 3.32% |
$131K - $138K
|
34.1K
$3.96M
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.2K- 84.45% |
$133K - $140K
|
220
$25.5K
|