Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.77K+ 53.42% |
$318K - $333K
|
7.96K
$920K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.73K+ 125.66% |
$314K - $329K
|
4.91K
$567K
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2.7KNew |
$310K - $325K
|
2.7K
$312K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
2.7K+ 1.69% |
$309K - $324K
|
162K
$18.7M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.67K+ 78.88% |
$306K - $321K
|
6.06K
$700K
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
2.62K+ 104.34% |
$301K - $315K
|
5.13K
$593K
|
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
2.62KNew |
$300K - $315K
|
2.62K
$303K
|
|
|
Nov 13, 2024
Q3 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
2.57K+ 1.91% |
$295K - $309K
|
137K
$15.9M
|
|
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
2.54K+ 1.31% |
$291K - $305K
|
197K
$22.8M
|
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
BUY
|
- |
2.52KNew |
$289K - $303K
|
2.52K
$291K
|
|
|
Nov 01, 2024
Q3 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
2.47KNew |
$283K - $296K
|
2.47K
$285K
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
2.43K+ 5.66% |
$279K - $292K
|
45.3K
$5.24M
|
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
2.42KNew |
$278K - $291K
|
2.42K
$280K
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
2.33K+ 1.36% |
$268K - $280K
|
174K
$20.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
2.3KNew |
$264K - $277K
|
2.3K
$266K
|
|
|
Oct 03, 2024
Q3 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
2.3KNew |
$264K - $276K
|
2.3K
$265K
|
|
|
Nov 07, 2024
Q3 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
2.25K+ 28.79% |
$258K - $270K
|
10K
$1.16M
|
|
|
Nov 07, 2024
Q3 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
2.21KNew |
$254K - $266K
|
2.21K
$256K
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2.21K+ 2.65% |
$253K - $265K
|
85.5K
$9.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.2KNew |
$253K - $265K
|
2.2K
$255K
|
|
|
Oct 24, 2024
Q3 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
2.2KNew |
$252K - $265K
|
2.2K
$254K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
2.16K+ 2.59% |
$247K - $259K
|
85.4K
$9.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.15K+ 35.75% |
$247K - $259K
|
8.17K
$944K
|
|
|
Oct 22, 2024
Q3 2024
|
Community Trust & Investment CO
|
BUY
|
- |
2.15K+ 7.16% |
$247K - $258K
|
32.2K
$3.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.1K+ 29.01% |
$241K - $252K
|
9.34K
$1.08M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.06KNew |
$236K - $247K
|
2.06K
$238K
|
|
|
Nov 14, 2024
Q3 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
2KNew |
$230K - $241K
|
2K
$231K
|
|
|
Oct 18, 2024
Q3 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
2KNew |
$230K - $241K
|
2K
$231K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.94KNew |
$222K - $233K
|
1.94K
$224K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
1.92K+ 33.96% |
$221K - $231K
|
7.59K
$877K
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
BUY
|
- |
1.91KNew |
$219K - $230K
|
1.91K
$221K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.9K+ 307.43% |
$218K - $229K
|
2.52K
$291K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
1.89K+ 48.7% |
$217K - $227K
|
5.77K
$667K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.89K+ 33.36% |
$217K - $227K
|
7.55K
$872K
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.86KNew |
$214K - $224K
|
1.86K
$215K
|
|
|
Oct 22, 2024
Q3 2024
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
1.86KNew |
$214K - $224K
|
1.86K
$215K
|
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
1.84KNew |
$211K - $222K
|
1.84K
$213K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.82KNew |
$209K - $219K
|
1.82K
$210K
|
|
|
Oct 21, 2024
Q3 2024
|
Tull Financial Group, Inc.
Chesapeake, VA |
BUY
|
- |
1.79KNew |
$206K - $216K
|
1.79K
$207K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.73KNew |
$199K - $208K
|
1.73K
$200K
|
|
|
Nov 14, 2024
Q3 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
1.72KNew |
$197K - $206K
|
1.72K
$198K
|
|
|
Nov 01, 2024
Q3 2024
|
Mirabaud & Cie Sa
Geneva, V8 |
BUY
|
- |
1.71K+ 1.49% |
$197K - $206K
|
117K
$13.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
1.71KNew |
$196K - $205K
|
1.71K
$197K
|
|
|
Nov 05, 2024
Q3 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
1.7K+ 103.9% |
$195K - $205K
|
3.34K
$386K
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1.7KNew |
$195K - $205K
|
1.7K
$197K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.7KNew |
$195K - $204K
|
1.7K
$196K
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.68K+ 69.23% |
$193K - $202K
|
4.11K
$475K
|
|
|
Nov 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
1.68KNew |
$192K - $202K
|
1.68K
$194K
|
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
1.66KNew |
$191K - $200K
|
1.66K
$192K
|
|
|
Nov 14, 2024
Q3 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
1.6K+ 23.07% |
$184K - $193K
|
8.55K
$987K
|