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
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-279- 12.41% |
$32K - $33K
|
1.97K
$233K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-292- 1.17% |
$33.5K - $34.5K
|
24.8K
$2.93M
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-299- 5.74% |
$34.3K - $35.3K
|
4.91K
$580K
|
|
|
May 07, 2025
Q1 2025
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-305- 1.35% |
$34.9K - $36K
|
22.3K
$2.64M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-318- 1.91% |
$36.4K - $37.6K
|
16.3K
$1.93M
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-325- 6.71% |
$37.2K - $38.4K
|
4.52K
$534K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-335- 1.83% |
$38.4K - $39.6K
|
18K
$2.12M
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-336- 60.98% |
$38.5K - $39.7K
|
215
$25.4K
|
|
|
May 14, 2025
Q1 2025
|
Potomac Fund Management Inc /Adv
Miami, FL |
SELL
|
- |
-352- 10.1% |
$40.3K - $41.6K
|
3.13K
$370K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-356- 3.57% |
$40.8K - $42.1K
|
9.61K
$1.14M
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-357- 5.54% |
$40.9K - $42.2K
|
6.09K
$719K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-358- 0.41% |
$41K - $42.3K
|
86.3K
$10.2M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-373- 15.34% |
$42.7K - $44.1K
|
2.06K
$243K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-382- 13.15% |
$43.8K - $45.1K
|
2.52K
$298K
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
SELL
|
- |
-387- 18.15% |
$44.3K - $45.7K
|
1.75K
$206K
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-396- 5.34% |
$45.4K - $46.8K
|
7.02K
$830K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-417- 24.9% |
$47.8K - $49.3K
|
1.26K
$149K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-418- 10.49% |
$47.9K - $49.4K
|
3.57K
$421K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-422- 7.26% |
$48.3K - $49.9K
|
5.39K
$637K
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-432- 8.6% |
$49.5K - $51K
|
4.59K
$542K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-441- 4.07% |
$50.5K - $52.1K
|
10.4K
$1.23M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-444- 9.99% |
$50.9K - $52.5K
|
4K
$473K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-447- 39.59% |
$51.2K - $52.8K
|
682
$80.6K
|
|
|
May 06, 2025
Q1 2025
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-450- 4.34% |
$51.6K - $53.2K
|
9.92K
$1.17M
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-460- 11.86% |
$52.7K - $54.3K
|
3.42K
$404K
|
|
|
May 07, 2025
Q1 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-460- 12.5% |
$52.7K - $54.3K
|
3.22K
$380K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-463- 5.76% |
$53K - $54.7K
|
7.57K
$895K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-476- 5.76% |
$54.5K - $56.2K
|
7.8K
$921K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-477- 3.8% |
$54.6K - $56.4K
|
12.1K
$1.43M
|
|
|
Apr 10, 2025
Q1 2025
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-491- 5.34% |
$56.3K - $58K
|
8.7K
$1.03M
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-503- 3.28% |
$57.6K - $59.4K
|
14.8K
$1.75M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-518- 4.4% |
$59.3K - $61.2K
|
11.3K
$1.33M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-519- 14.67% |
$59.5K - $61.3K
|
3.02K
$357K
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-526- 0.12% |
$60.3K - $62.1K
|
438K
$51.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-527- 20.67% |
$60.4K - $62.3K
|
2.02K
$239K
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-533- 32.9% |
$61.1K - $63K
|
1.09K
$128K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-544- 4.49% |
$62.3K - $64.3K
|
11.6K
$1.37M
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-588- 14.76% |
$67.4K - $69.5K
|
3.4K
$401K
|
|
|
Apr 16, 2025
Q1 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-600- 10.15% |
$68.7K - $70.9K
|
5.31K
$627K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-639- 59.5% |
$73.2K - $75.5K
|
435
$51.4K
|
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-639- 15.1% |
$73.2K - $75.5K
|
3.59K
$425K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-640- 1.3% |
$73.3K - $75.6K
|
48.5K
$5.73M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-644- 0.46% |
$73.8K - $76.1K
|
138K
$16.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-674- 98.25% |
$77.2K - $79.6K
|
12
$1.42K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-688- 0.68% |
$78.8K - $81.3K
|
101K
$11.9M
|
|
|
May 14, 2025
Q1 2025
|
Rede Wealth, LLC
|
SELL
|
- |
-698- 12.34% |
$80K - $82.5K
|
4.96K
$586K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-780- 10.47% |
$89.4K - $92.1K
|
6.67K
$788K
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-804- 13.33% |
$92.1K - $95K
|
5.23K
$618K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-806- 1.03% |
$92.3K - $95.2K
|
77.6K
$9.17M
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-823- 45.29% |
$94.3K - $97.2K
|
994
$117K
|