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 22, 2025
Q1 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-3.22K- 10.66% |
$369K - $381K
|
27K
$3.19M
|
|
|
Apr 16, 2025
Q1 2025
|
Paragon Capital Management LTD
|
SELL
|
- |
-3.27K- 8.49% |
$375K - $386K
|
35.3K
$4.17M
|
|
|
May 08, 2025
Q1 2025
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-3.37K- 9.27% |
$386K - $398K
|
33K
$3.9M
|
|
|
May 14, 2025
Q1 2025
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-3.43K- 2.37% |
$392K - $405K
|
141K
$16.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-3.47K- 0.59% |
$398K - $410K
|
581K
$68.7M
|
|
|
Apr 16, 2025
Q1 2025
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-3.5K- 41.72% |
$401K - $413K
|
4.89K
$578K
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-3.5K- 40.58% |
$401K - $414K
|
5.13K
$606K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-3.77K- 4.96% |
$432K - $445K
|
72.3K
$8.54M
|
|
|
May 01, 2025
Q1 2025
|
Dock Street Asset Management Inc
|
SELL
|
- |
-3.92K- 8.52% |
$449K - $463K
|
42K
$4.97M
|
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-4.01K- 25.79% |
$459K - $473K
|
11.5K
$1.36M
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-4.43K- 16.34% |
$507K - $523K
|
22.7K
$2.68M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-4.48K- 11.39% |
$513K - $529K
|
34.9K
$4.12M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-4.49K- 23.43% |
$514K - $530K
|
14.7K
$1.73M
|
|
|
Apr 11, 2025
Q1 2025
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-4.56K- 9.53% |
$522K - $538K
|
43.3K
$5.11M
|
|
|
Apr 22, 2025
Q1 2025
|
Jmac Enterprises LLC
|
SELL
|
- |
-4.8K- 3.79% |
$549K - $567K
|
122K
$14.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-5.48K- 62.04% |
$627K - $647K
|
3.35K
$396K
|
|
|
May 14, 2025
Q1 2025
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-5.69K- 3.36% |
$652K - $673K
|
164K
$19.4M
|
|
|
May 13, 2025
Q1 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-5.71K- 25.15% |
$654K - $674K
|
17K
$2.01M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-6.44K- 99.15% |
$738K - $761K
|
55
$6.5K
|
|
|
May 14, 2025
Q1 2025
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-6.68K- 38.44% |
$765K - $789K
|
10.7K
$1.26M
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
SELL
|
- |
-6.7K- 30.83% |
$767K - $791K
|
15K
$1.78M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.8K- 15.96% |
$779K - $803K
|
35.8K
$4.23M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-6.98K- 47.74% |
$799K - $824K
|
7.64K
$903K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-7.2K- 47.88% |
$825K - $850K
|
7.84K
$926K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-7.7K- 15.35% |
$882K - $910K
|
42.5K
$5.02M
|
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-8.12K- 17.16% |
$930K - $959K
|
39.2K
$4.63M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-8.17K- 97.23% |
$936K - $965K
|
233
$27.5K
|
|
|
May 12, 2025
Q1 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-8.25K- 19.72% |
$945K - $974K
|
33.6K
$3.97M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-8.8K- 2.36% |
$1.01M - $1.04M
|
365K
$43.1M
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-9.55K- 48.33% |
$1.09M - $1.13M
|
10.2K
$1.21M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-9.58K- 19.04% |
$1.1M - $1.13M
|
40.7K
$4.81M
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
SELL
|
- |
-9.73K- 27.7% |
$1.11M - $1.15M
|
25.4K
$3M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-10.8K- 5.98% |
$1.23M - $1.27M
|
170K
$20M
|
|
|
May 13, 2025
Q1 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-11.9K- 87.24% |
$1.36M - $1.41M
|
1.74K
$206K
|
|
|
May 13, 2025
Q1 2025
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-12.2K- 3.54% |
$1.4M - $1.44M
|
333K
$39.3M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-13.3K- 1.23% |
$1.52M - $1.57M
|
1.06M
$126M
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
SELL
|
- |
-15K- 1.3% |
$1.72M - $1.78M
|
1.14M
$135M
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-15.9K- 90.15% |
$1.82M - $1.87M
|
1.73K
$205K
|
|
|
Apr 16, 2025
Q1 2025
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-16.2K- 34.58% |
$1.85M - $1.91M
|
30.6K
$3.61M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-16.3K- 6.8% |
$1.87M - $1.92M
|
223K
$26.4M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-16.6K- 44.28% |
$1.91M - $1.96M
|
20.9K
$2.47M
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-17.1K- 29.96% |
$1.96M - $2.02M
|
40K
$4.73M
|
|
|
May 06, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-17.3K- 48.31% |
$1.98M - $2.04M
|
18.5K
$2.18M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-17.3K- 4.35% |
$1.99M - $2.05M
|
382K
$45.1M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-17.6K- 88.97% |
$2.02M - $2.08M
|
2.18K
$258K
|
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-18.2K- 28.35% |
$2.08M - $2.15M
|
45.9K
$5.43M
|
|
|
Apr 21, 2025
Q1 2025
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-18.3K- 51.21% |
$2.1M - $2.16M
|
17.4K
$2.06M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-19.6K- 30.06% |
$2.25M - $2.32M
|
45.7K
$5.4M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-20.7K- 94.56% |
$2.37M - $2.45M
|
1.19K
$141K
|
|
|
May 06, 2025
Q1 2025
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-21.1K- 26.68% |
$2.42M - $2.5M
|
58.1K
$6.87M
|