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 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
40.1K+ 6.02% |
$4.6M - $4.74M
|
707K
$83.6M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
38.5K+ 2.57% |
$4.41M - $4.54M
|
1.53M
$181M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
38KNew |
$4.35M - $4.49M
|
38K
$4.49M
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
BUY
|
- |
37.5KNew |
$4.29M - $4.42M
|
37.5K
$4.43M
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
37.1K+ 152.82% |
$4.26M - $4.39M
|
61.4K
$7.26M
|
|
|
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
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
36.3K+ 80.68% |
$4.16M - $4.29M
|
81.3K
$9.61M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
36.1K+ 3025.59% |
$4.13M - $4.26M
|
37.3K
$4.4M
|
|
|
May 01, 2025
Q1 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
34.1KNew |
$3.91M - $4.03M
|
34.1K
$4.04M
|
|
|
Apr 28, 2025
Q1 2025
|
Royal Harbor Partners, LLC
|
BUY
|
- |
32.3KNew |
$3.71M - $3.82M
|
32.3K
$3.82M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
30.6KNew |
$3.5M - $3.61M
|
30.6K
$3.61M
|
|
|
May 15, 2025
Q1 2025
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
30KNew |
$3.43M - $3.54M
|
30K
$3.54M
|
|
|
May 15, 2025
Q1 2025
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
29.5KNew |
$3.38M - $3.49M
|
29.5K
$3.49M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
27.9KNew |
$3.2M - $3.3M
|
27.9K
$3.3M
|
|
|
Apr 08, 2025
Q1 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
27KNew |
$3.1M - $3.19M
|
27K
$3.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
25.8K+ 127.08% |
$2.95M - $3.04M
|
46K
$5.44M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
25.2K+ 9.24% |
$2.89M - $2.98M
|
298K
$35.2M
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
23.6K+ 18.07% |
$2.7M - $2.79M
|
154K
$18.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
23.2KNew |
$2.65M - $2.74M
|
23.2K
$2.74M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
23K+ 8.24% |
$2.63M - $2.71M
|
302K
$35.6M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
22.8K+ 4.23% |
$2.62M - $2.7M
|
563K
$66.6M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
21.2K+ 322.12% |
$2.43M - $2.51M
|
27.8K
$3.29M
|
|
|
Apr 23, 2025
Q1 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
21.2K+ 1619.91% |
$2.42M - $2.5M
|
22.5K
$2.65M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
21K+ 39.08% |
$2.4M - $2.48M
|
74.6K
$8.82M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
20.1K+ 1516.49% |
$2.31M - $2.38M
|
21.5K
$2.54M
|
|
|
May 15, 2025
Q1 2025
|
Black Maple Capital Management LP
Milwaukee, WI |
BUY
|
- |
20KNew |
$2.29M - $2.36M
|
20K
$2.36M
|
|
|
Apr 29, 2025
Q1 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
20K+ 48.54% |
$2.29M - $2.36M
|
61.2K
$7.23M
|
|
|
May 13, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
20K+ 108.33% |
$2.29M - $2.36M
|
38.5K
$4.55M
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
19.8K+ 3.67% |
$2.27M - $2.34M
|
560K
$66.2M
|
|
|
May 14, 2025
Q1 2025
|
Clarity Financial LLC
|
BUY
|
- |
19.4K+ 3.5% |
$2.23M - $2.29M
|
575K
$67.9M
|
|
|
May 14, 2025
Q1 2025
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
19.3K+ 555.74% |
$2.21M - $2.27M
|
22.7K
$2.68M
|
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
BUY
|
- |
19.2KNew |
$2.2M - $2.27M
|
19.2K
$2.27M
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
18.1KNew |
$2.08M - $2.14M
|
18.1K
$2.14M
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
16.8K+ 317.76% |
$1.92M - $1.98M
|
22.1K
$2.61M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
16.7K+ 43.39% |
$1.91M - $1.97M
|
55.2K
$6.52M
|
|
|
May 13, 2025
Q1 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
16.5K+ 15.6% |
$1.89M - $1.95M
|
122K
$14.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
16.3K+ 131.37% |
$1.87M - $1.93M
|
28.7K
$3.39M
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
BUY
|
- |
16KNew |
$1.83M - $1.89M
|
16K
$1.89M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
15.7K+ 10.19% |
$1.8M - $1.85M
|
170K
$20.1M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
15.2K+ 14.85% |
$1.75M - $1.8M
|
118K
$13.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
15.1KNew |
$1.73M - $1.78M
|
15.1K
$1.78M
|
|
|
May 09, 2025
Q1 2025
|
Mirabaud & Cie Sa
Geneva, V8 |
BUY
|
- |
13.9K+ 11.81% |
$1.6M - $1.65M
|
132K
$15.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
13.6K+ 33.18% |
$1.56M - $1.61M
|
54.6K
$6.45M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
13.2K+ 8.02% |
$1.51M - $1.56M
|
178K
$21M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
12.7KNew |
$1.46M - $1.5M
|
12.7K
$1.5M
|
|
|
May 14, 2025
Q1 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
12.5K+ 101.08% |
$1.43M - $1.48M
|
24.9K
$2.94M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
12.3KNew |
$1.41M - $1.46M
|
12.3K
$1.46M
|
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
12.3KNew |
$1.41M - $1.45M
|
12.3K
$1.45M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
11.7K+ 10.86% |
$1.34M - $1.38M
|
119K
$14.1M
|