Purchases and Sales Made in Q1 2024 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 Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
85+ 125.0% |
$9.77K - $9.99K
|
153
$18K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
81New |
$9.31K - $9.52K
|
81
$9.54K
|
|
|
Apr 30, 2024
Q1 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
69+ 0.48% |
$7.93K - $8.11K
|
14.4K
$1.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
69+ 0.48% |
$7.93K - $8.11K
|
14.4K
$1.7M
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
56New |
$6.44K - $6.58K
|
56
$6.6K
|
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
48New |
$5.52K - $5.64K
|
48
$5.65K
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
BUY
|
- |
45+ 50.56% |
$5.17K - $5.29K
|
134
$15.8K
|
|
|
Apr 24, 2024
Q1 2024
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
43+ 1.62% |
$4.94K - $5.05K
|
2.7K
$318K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
39+ 51.32% |
$4.48K - $4.58K
|
115
$13.5K
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
35+ 2.0% |
$4.02K - $4.11K
|
1.78K
$210K
|
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
25New |
$2.87K - $2.94K
|
25
$2.94K
|
|
|
Apr 11, 2024
Q1 2024
|
Rockland Trust CO
|
BUY
|
- |
23+ 0.39% |
$2.64K - $2.7K
|
5.9K
$695K
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
22New |
$2.53K - $2.59K
|
22
$2.59K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
22+ 0.29% |
$2.53K - $2.59K
|
7.51K
$885K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
22New |
$2.53K - $2.59K
|
22
$2.59K
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
21+ 0.93% |
$2.41K - $2.47K
|
2.29K
$270K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
16+ 0.13% |
$1.84K - $1.88K
|
12.2K
$1.43M
|
|
|
May 03, 2024
Q1 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
14+ 0.18% |
$1.61K - $1.65K
|
7.73K
$911K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
11New |
$1.26K - $1.29K
|
11
$1.3K
|
|
|
Apr 09, 2024
Q1 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
11+ 1.71% |
$1.26K - $1.29K
|
654
$77K
|
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
8+ 0.28% |
$920 - $940
|
2.84K
$335K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
8New |
$920 - $940
|
8
$942
|
|
|
Apr 04, 2024
Q1 2024
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
7+ 0.12% |
$805 - $823
|
5.78K
$681K
|
|
|
May 09, 2024
Q1 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
4+ 0.51% |
$460 - $470
|
796
$93.8K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
3+ 14.29% |
$345 - $353
|
24
$2.83K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1+ 0.12% |
$115 - $118
|
815
$96K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 0.19% |
$115 - $118
|
541
$63.7K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-4- 8.89% |
$460 - $470
|
41
$4.83K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-6- 18.18% |
$690 - $705
|
27
$3.18K
|
|
|
Apr 16, 2024
Q1 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-6- 0.01% |
$690 - $705
|
42.4K
$5M
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-9- 0.47% |
$1.03K - $1.06K
|
1.92K
$226K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-10- 5.21% |
$1.15K - $1.18K
|
182
$21.4K
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-13- 0.29% |
$1.49K - $1.53K
|
4.44K
$523K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-14- 0.71% |
$1.61K - $1.65K
|
1.95K
$229K
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-17- 0.65% |
$1.95K - $2K
|
2.61K
$307K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-26- 16.99% |
$2.99K - $3.06K
|
127
$15K
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-29- 0.07% |
$3.33K - $3.41K
|
39.4K
$4.65M
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-31- 28.18% |
$3.56K - $3.64K
|
79
$9.31K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-33- 0.44% |
$3.79K - $3.88K
|
7.49K
$882K
|
|
|
Apr 30, 2024
Q1 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-37- 0.27% |
$4.25K - $4.35K
|
13.5K
$1.59M
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-41- 3.13% |
$4.71K - $4.82K
|
1.27K
$149K
|
|
|
May 03, 2024
Q1 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-42- 1.24% |
$4.83K - $4.94K
|
3.35K
$394K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-44- 2.11% |
$5.06K - $5.17K
|
2.04K
$241K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
SELL
|
- |
-50- 0.94% |
$5.75K - $5.88K
|
5.25K
$618K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-52- 2.92% |
$5.98K - $6.11K
|
1.73K
$204K
|
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-52- 1.52% |
$5.98K - $6.11K
|
3.36K
$396K
|
|
|
Apr 16, 2024
Q1 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-55- 0.78% |
$6.32K - $6.46K
|
6.96K
$820K
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-57- 8.06% |
$6.55K - $6.7K
|
650
$76.6K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-60Closed |
$6.9K - $7.05K
|
0
$0
|
|
|
May 09, 2024
Q1 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-63- 12.8% |
$7.24K - $7.41K
|
429
$50.5K
|