Purchases and Sales Made in Q1 2025 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 2025. 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 15, 2025
Q1 2025
|
Wit, LLC
District Of Columbia, DC |
BUY
|
- |
3.05M+ 173.33% |
$349M - $360M
|
4.8M
$568M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.65M+ 15.79% |
$189M - $195M
|
12.1M
$1.43B
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
928K+ 13.65% |
$106M - $110M
|
7.73M
$914M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
681K+ 56.24% |
$78.1M - $80.5M
|
1.89M
$224M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
417K+ 15.18% |
$47.8M - $49.3M
|
3.17M
$374M
|
|
|
May 14, 2025
Q1 2025
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
341KNew |
$39M - $40.2M
|
341K
$40.2M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
303K+ 182.52% |
$34.8M - $35.9M
|
470K
$55.5M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
276K+ 8.53% |
$31.6M - $32.6M
|
3.51M
$415M
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
273KNew |
$31.3M - $32.2M
|
273K
$32.3M
|
|
|
May 15, 2025
Q1 2025
|
Capitolis Liquid Global Markets LLC
New York, NY |
BUY
|
- |
266KNew |
$30.5M - $31.4M
|
266K
$31.4M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
262K+ 11.97% |
$30M - $31M
|
2.45M
$290M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
242KNew |
$27.7M - $28.6M
|
242K
$28.6M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
230K+ 12.48% |
$26.4M - $27.2M
|
2.08M
$245M
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
221K+ 11.5% |
$25.3M - $26.1M
|
2.14M
$253M
|
|
|
May 14, 2025
Q1 2025
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
211KNew |
$24.1M - $24.9M
|
211K
$24.9M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
177K+ 325.62% |
$20.3M - $21M
|
232K
$27.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
176KNew |
$20.1M - $20.8M
|
176K
$20.8M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
167K+ 44.27% |
$19.2M - $19.8M
|
545K
$64.4M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
149K+ 6.93% |
$17M - $17.6M
|
2.3M
$271M
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
144K+ 46.77% |
$16.5M - $17M
|
453K
$53.5M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
144K+ 8.25% |
$16.5M - $17M
|
1.89M
$224M
|
|
|
May 13, 2025
Q1 2025
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
143KNew |
$16.4M - $17M
|
143K
$17M
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
137K+ 120.09% |
$15.7M - $16.2M
|
251K
$29.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
135K+ 107.01% |
$15.5M - $16M
|
262K
$31M
|
|
|
Apr 09, 2025
Q1 2025
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
121KNew |
$13.9M - $14.3M
|
121K
$14.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
121K+ 5.47% |
$13.8M - $14.3M
|
2.33M
$275M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
118K+ 1396.74% |
$13.5M - $14M
|
127K
$15M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
111K+ 5374.58% |
$12.7M - $13.1M
|
113K
$13.4M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
110K+ 30.37% |
$12.6M - $13M
|
474K
$56M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
101K+ 136.82% |
$11.6M - $11.9M
|
175K
$20.7M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
101KNew |
$11.6M - $11.9M
|
101K
$11.9M
|
|
|
May 08, 2025
Q1 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
BUY
|
- |
93.9KNew |
$10.8M - $11.1M
|
93.9K
$11.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
87.5KNew |
$10M - $10.3M
|
87.5K
$10.3M
|
|
|
May 01, 2025
Q1 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
85.2KNew |
$9.77M - $10.1M
|
85.2K
$10.1M
|
|
|
May 15, 2025
Q1 2025
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
78.9K+ 115.28% |
$9.04M - $9.32M
|
147K
$17.4M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
78.8K+ 9.37% |
$9.03M - $9.31M
|
920K
$109M
|
|
|
May 13, 2025
Q1 2025
|
Hilton Capital Management, LLC
|
BUY
|
- |
75.1K+ 57.95% |
$8.61M - $8.87M
|
205K
$24.2M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
71.4KNew |
$8.18M - $8.43M
|
71.4K
$8.43M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
69.8K+ 37.47% |
$7.99M - $8.24M
|
256K
$30.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
62.5K+ 1.7% |
$7.16M - $7.38M
|
3.75M
$443M
|
|
|
Apr 23, 2025
Q1 2025
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
60.5K+ 144.6% |
$6.93M - $7.14M
|
102K
$12.1M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
53.9KNew |
$6.18M - $6.37M
|
53.9K
$6.37M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
53.9K+ 151.12% |
$6.17M - $6.36M
|
89.5K
$10.6M
|
|
|
May 14, 2025
Q1 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
53.6K+ 29.88% |
$6.14M - $6.33M
|
233K
$27.5M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
51.5K+ 5.23% |
$5.89M - $6.08M
|
1.03M
$122M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
51.3KNew |
$5.87M - $6.06M
|
51.3K
$6.06M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
49.5K+ 69.62% |
$5.68M - $5.85M
|
121K
$14.3M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
43.6K+ 8.87% |
$5M - $5.15M
|
535K
$63.3M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
40.7K+ 609.03% |
$4.66M - $4.8M
|
47.3K
$5.59M
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
40.1KNew |
$4.6M - $4.74M
|
40.1K
$4.74M
|