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 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
290+ 11.94% |
$33.2K - $34.3K
|
2.72K
$321K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
275+ 458.33% |
$31.5K - $32.5K
|
335
$39.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
BUY
|
- |
263+ 3.24% |
$30.1K - $31.1K
|
8.38K
$990K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
251+ 4.87% |
$28.8K - $29.7K
|
5.4K
$638K
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
BUY
|
- |
207+ 3.12% |
$23.7K - $24.5K
|
6.85K
$809K
|
|
|
Apr 09, 2025
Q1 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
206+ 1.28% |
$23.6K - $24.3K
|
16.3K
$1.93M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
199New |
$22.8K - $23.5K
|
199
$23.5K
|
|
|
Apr 07, 2025
Q1 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
189+ 2.45% |
$21.7K - $22.3K
|
7.9K
$933K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
165New |
$18.9K - $19.5K
|
165
$19.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
140+ 5.06% |
$16K - $16.5K
|
2.91K
$343K
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
128New |
$14.7K - $15.1K
|
128
$15.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
118+ 5.97% |
$13.5K - $13.9K
|
2.09K
$247K
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
117+ 6.66% |
$13.4K - $13.8K
|
1.87K
$221K
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
85+ 1.16% |
$9.74K - $10K
|
7.39K
$873K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
72New |
$8.25K - $8.51K
|
72
$8.51K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
66New |
$7.56K - $7.8K
|
66
$7.8K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
58New |
$6.65K - $6.85K
|
58
$6.85K
|
|
|
Apr 16, 2025
Q1 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
53+ 1.41% |
$6.07K - $6.26K
|
3.8K
$449K
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
40New |
$4.58K - $4.73K
|
40
$4.73K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
13+ 3.81% |
$1.49K - $1.54K
|
354
$41.8K
|
|
|
Apr 16, 2025
Q1 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
12+ 0.4% |
$1.37K - $1.42K
|
3.01K
$356K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
8+ 0.39% |
$917 - $945
|
2.07K
$245K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
5+ 0.33% |
$573 - $591
|
1.51K
$178K
|
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-25- 0.61% |
$2.86K - $2.95K
|
4.08K
$482K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-82- 0.19% |
$9.39K - $9.69K
|
42.5K
$5.02M
|
|
|
Apr 16, 2025
Q1 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
SELL
|
- |
-101- 1.09% |
$11.6K - $11.9K
|
9.19K
$1.09M
|
|
|
Apr 16, 2025
Q1 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-117- 2.76% |
$13.4K - $13.8K
|
4.12K
$487K
|
|
|
Apr 15, 2025
Q1 2025
|
Martin Capital Partners, LLC
|
SELL
|
- |
-165- 2.66% |
$18.9K - $19.5K
|
6.04K
$713K
|
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-177- 8.81% |
$20.3K - $20.9K
|
1.83K
$216K
|
|
|
Apr 14, 2025
Q1 2025
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-177- 2.34% |
$20.3K - $20.9K
|
7.37K
$871K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-186- 8.29% |
$21.3K - $22K
|
2.06K
$243K
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-299- 5.74% |
$34.3K - $35.3K
|
4.91K
$580K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-358- 0.41% |
$41K - $42.3K
|
86.3K
$10.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-432- 8.6% |
$49.5K - $51K
|
4.59K
$542K
|
|
|
Apr 10, 2025
Q1 2025
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-491- 5.34% |
$56.3K - $58K
|
8.7K
$1.03M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-518- 4.4% |
$59.3K - $61.2K
|
11.3K
$1.33M
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-527- 20.67% |
$60.4K - $62.3K
|
2.02K
$239K
|
|
|
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
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-640- 1.3% |
$73.3K - $75.6K
|
48.5K
$5.73M
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-1K- 26.85% |
$115K - $118K
|
2.72K
$322K
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-1.14K- 39.02% |
$130K - $134K
|
1.77K
$210K
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1.21K- 10.22% |
$138K - $143K
|
10.6K
$1.25M
|
|
|
Apr 16, 2025
Q1 2025
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-1.3K- 0.89% |
$149K - $154K
|
145K
$17.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Hoese & CO LLP
|
SELL
|
- |
-1.37K- 0.72% |
$157K - $162K
|
189K
$22.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-1.41K- 5.84% |
$162K - $167K
|
22.8K
$2.69M
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
SELL
|
- |
-1.76K- 1.8% |
$202K - $208K
|
95.9K
$11.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1.78K- 5.63% |
$204K - $210K
|
29.9K
$3.53M
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-1.99K- 18.84% |
$228K - $235K
|
8.58K
$1.01M
|