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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
242KNew |
$27.7M - $28.6M
|
242K
$28.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
176KNew |
$20.1M - $20.8M
|
176K
$20.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
135K+ 107.01% |
$15.5M - $16M
|
262K
$30.9M
|
|
|
Apr 09, 2025
Q1 2025
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
121KNew |
$13.9M - $14.3M
|
121K
$14.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
53.9K+ 151.12% |
$6.17M - $6.36M
|
89.5K
$10.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
40.1KNew |
$4.6M - $4.74M
|
40.1K
$4.74M
|
|
|
Apr 10, 2025
Q1 2025
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
36.9KNew |
$4.23M - $4.36M
|
36.9K
$4.36M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
36.6K+ 2860.55% |
$4.19M - $4.33M
|
37.9K
$4.48M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
30.6KNew |
$3.5M - $3.61M
|
30.6K
$3.61M
|
|
|
Apr 08, 2025
Q1 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
27KNew |
$3.1M - $3.19M
|
27K
$3.19M
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
18.1KNew |
$2.08M - $2.14M
|
18.1K
$2.14M
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
15.1KNew |
$1.73M - $1.78M
|
15.1K
$1.78M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
12.7KNew |
$1.46M - $1.5M
|
12.7K
$1.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
7.1KNew |
$814K - $839K
|
7.1K
$839K
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
6.44K+ 11712.73% |
$738K - $761K
|
6.5K
$768K
|
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
6.41K+ 13.85% |
$735K - $757K
|
52.7K
$6.23M
|
|
|
Apr 10, 2025
Q1 2025
|
Edge Wealth Management LLC
|
BUY
|
- |
4.48K+ 17.99% |
$513K - $529K
|
29.4K
$3.47M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4.45K+ 17.69% |
$510K - $525K
|
29.6K
$3.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
4K+ 9.74% |
$459K - $473K
|
45.1K
$5.33M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.94K+ 192.85% |
$451K - $465K
|
5.98K
$707K
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
3.33KNew |
$381K - $393K
|
3.33K
$393K
|
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
3.14KNew |
$360K - $371K
|
3.14K
$371K
|
|
|
Apr 17, 2025
Q1 2025
|
Berkshire Bank
|
BUY
|
- |
2.87K+ 1.77% |
$329K - $339K
|
166K
$19.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
2.67KNew |
$306K - $315K
|
2.67K
$315K
|
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
2.64K+ 6.93% |
$302K - $312K
|
40.8K
$4.82M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.59K+ 28.91% |
$296K - $305K
|
11.5K
$1.36M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
2.48K+ 79.67% |
$284K - $293K
|
5.59K
$661K
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
2.41KNew |
$276K - $285K
|
2.41K
$285K
|
|
|
Apr 11, 2025
Q1 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
2.2K+ 100.0% |
$252K - $260K
|
4.4K
$520K
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
2.12KNew |
$243K - $251K
|
2.12K
$251K
|
|
|
Apr 16, 2025
Q1 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
1.93KNew |
$221K - $228K
|
1.93K
$228K
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.77KNew |
$202K - $209K
|
1.77K
$209K
|
|
|
Apr 15, 2025
Q1 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
1.71KNew |
$196K - $202K
|
1.71K
$202K
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
1.56K+ 10.18% |
$178K - $184K
|
16.8K
$1.99M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.39K+ 33.38% |
$159K - $164K
|
5.55K
$655K
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
1.22K+ 7.03% |
$140K - $144K
|
18.6K
$2.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.14K+ 3.8% |
$131K - $135K
|
31.1K
$3.68M
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1.07K+ 27.46% |
$122K - $126K
|
4.96K
$586K
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
898+ 1.94% |
$103K - $106K
|
47.2K
$5.58M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
862+ 21.91% |
$98.8K - $102K
|
4.8K
$567K
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
678+ 3.91% |
$77.7K - $80.1K
|
18K
$2.13M
|
|
|
Apr 15, 2025
Q1 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
636+ 1.56% |
$72.9K - $75.1K
|
41.4K
$4.89M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
569+ 3.36% |
$65.2K - $67.2K
|
17.5K
$2.07M
|
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
400+ 5.64% |
$45.8K - $47.3K
|
7.5K
$885K
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
395+ 2.31% |
$45.3K - $46.7K
|
17.5K
$2.06M
|
|
|
Apr 17, 2025
Q1 2025
|
Community Trust & Investment CO
|
BUY
|
- |
366+ 1.05% |
$41.9K - $43.2K
|
35.2K
$4.16M
|
|
|
Apr 15, 2025
Q1 2025
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
353+ 0.65% |
$40.4K - $41.7K
|
55K
$6.5M
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
350+ 10.49% |
$40.1K - $41.3K
|
3.69K
$436K
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
335+ 17.92% |
$38.4K - $39.6K
|
2.2K
$260K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
329New |
$37.7K - $38.9K
|
329
$38.9K
|