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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-401- 34.9% |
$46.1K - $47.1K
|
748
$88.1K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-405- 1.72% |
$46.6K - $47.6K
|
23.1K
$2.72M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-421- 5.73% |
$48.4K - $49.5K
|
6.93K
$816K
|
|
|
May 02, 2024
Q1 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-438- 4.91% |
$50.4K - $51.5K
|
8.49K
$999K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-445- 1.52% |
$51.2K - $52.3K
|
28.9K
$3.4M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-448- 2.22% |
$51.5K - $52.7K
|
19.7K
$2.32M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-485- 17.26% |
$55.8K - $57K
|
2.33K
$274K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-489- 74.77% |
$56.2K - $57.5K
|
165
$19.4K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-490- 0.78% |
$56.3K - $57.6K
|
62.3K
$7.34M
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-508- 6.04% |
$58.4K - $59.7K
|
7.91K
$932K
|
|
|
May 01, 2024
Q1 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-513- 9.25% |
$59K - $60.3K
|
5.03K
$593K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-516- 27.98% |
$59.3K - $60.7K
|
1.33K
$156K
|
|
|
Apr 29, 2024
Q1 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-540- 20.08% |
$62.1K - $63.5K
|
2.15K
$253K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-586- 9.49% |
$67.4K - $68.9K
|
5.59K
$658K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-600- 4.5% |
$69K - $70.5K
|
12.7K
$1.5M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-614- 7.76% |
$70.6K - $72.2K
|
7.3K
$860K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-634- 23.27% |
$72.9K - $74.5K
|
2.09K
$246K
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-643- 9.76% |
$73.9K - $75.6K
|
5.95K
$701K
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-673- 40.13% |
$77.4K - $79.1K
|
1K
$118K
|
|
|
May 10, 2024
Q1 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-724- 7.08% |
$83.2K - $85.1K
|
9.5K
$1.12M
|
|
|
Apr 30, 2024
Q1 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-734- 15.53% |
$84.4K - $86.3K
|
3.99K
$470K
|
|
|
May 09, 2024
Q1 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-739- 6.06% |
$85K - $86.9K
|
11.5K
$1.35M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-739- 4.57% |
$85K - $86.9K
|
15.4K
$1.82M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-791- 44.36% |
$90.9K - $93K
|
992
$117K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-795- 2.72% |
$91.4K - $93.4K
|
28.5K
$3.35M
|
|
|
May 08, 2024
Q1 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-800- 0.82% |
$92K - $94K
|
97.1K
$11.4M
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-868- 7.34% |
$99.8K - $102K
|
11K
$1.29M
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-892- 2.65% |
$103K - $105K
|
32.8K
$3.86M
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
SELL
|
- |
-892- 3.4% |
$103K - $105K
|
25.3K
$2.98M
|
|
|
May 01, 2024
Q1 2024
|
Acas, LLC
|
SELL
|
- |
-915- 31.01% |
$105K - $108K
|
2.04K
$240K
|
|
|
Apr 02, 2024
Q1 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-925- 25.66% |
$106K - $109K
|
2.68K
$316K
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-925- 13.74% |
$106K - $109K
|
5.81K
$684K
|
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-974- 2.26% |
$112K - $114K
|
42.2K
$4.97M
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-1.01K- 26.26% |
$116K - $119K
|
2.84K
$335K
|
|
|
May 23, 2024
Q1 2024
|
Dock Street Asset Management Inc
|
SELL
|
- |
-1.05K- 2.9% |
$120K - $123K
|
35.1K
$4.14M
|
|
|
Apr 15, 2024
Q1 2024
|
Sinecera Capital, LLC
|
SELL
|
- |
-1.07K- 6.8% |
$123K - $125K
|
14.6K
$1.72M
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-1.11K- 3.56% |
$128K - $131K
|
30.2K
$3.56M
|
|
|
Apr 22, 2024
Q1 2024
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-1.12K- 5.64% |
$129K - $132K
|
18.7K
$2.21M
|
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
SELL
|
- |
-1.12K- 28.7% |
$129K - $132K
|
2.79K
$328K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-1.13K- 12.63% |
$130K - $133K
|
7.82K
$921K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.17K- 16.93% |
$134K - $137K
|
5.73K
$674K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.17K- 13.88% |
$134K - $137K
|
7.25K
$854K
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.19K- 1.72% |
$137K - $140K
|
68K
$8.01M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.19K- 66.85% |
$137K - $140K
|
590
$69.5K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.29K- 2.88% |
$148K - $152K
|
43.6K
$5.13M
|
|
|
Apr 24, 2024
Q1 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-1.33K- 29.03% |
$152K - $156K
|
3.24K
$382K
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-1.34K- 26.07% |
$154K - $157K
|
3.79K
$447K
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.35K- 0.64% |
$155K - $158K
|
209K
$24.6M
|
|
|
Apr 11, 2024
Q1 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-1.36K- 12.55% |
$156K - $160K
|
9.47K
$1.12M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.37K- 4.34% |
$157K - $161K
|
30.2K
$3.55M
|