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 14, 2025
Q1 2025
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
11.4K+ 31.53% |
$1.31M - $1.35M
|
47.6K
$5.62M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
11.3K+ 29.81% |
$1.3M - $1.34M
|
49.3K
$5.83M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
10.4K+ 593.56% |
$1.19M - $1.23M
|
12.2K
$1.44M
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
10.3K+ 309.92% |
$1.18M - $1.21M
|
13.6K
$1.61M
|
|
|
May 15, 2025
Q1 2025
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
10.2KNew |
$1.17M - $1.2M
|
10.2K
$1.2M
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
BUY
|
- |
10.1K+ 17.16% |
$1.16M - $1.19M
|
69K
$8.16M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
10.1KNew |
$1.15M - $1.19M
|
10.1K
$1.19M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
9.29K+ 67.77% |
$1.06M - $1.1M
|
23K
$2.72M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
8.79KNew |
$1.01M - $1.04M
|
8.79K
$1.04M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.72K+ 15.97% |
$999K - $1.03M
|
63.4K
$7.49M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.72K+ 13.71% |
$999K - $1.03M
|
72.4K
$8.55M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
8.62K+ 8.28% |
$987K - $1.02M
|
113K
$13.3M
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
8.6K+ 8.92% |
$985K - $1.02M
|
105K
$12.4M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
8.57K+ 84.49% |
$982K - $1.01M
|
18.7K
$2.21M
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
8.47KNew |
$970K - $1M
|
8.47K
$1M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
8.39KNew |
$962K - $992K
|
8.39K
$992K
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
8.17K+ 16.15% |
$936K - $965K
|
58.8K
$6.95M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
7.95K+ 18.8% |
$911K - $940K
|
50.3K
$5.94M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
7.19K+ 4.13% |
$823K - $849K
|
181K
$21.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
7.1KNew |
$814K - $839K
|
7.1K
$840K
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
7.09KNew |
$812K - $837K
|
7.09K
$838K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7.08K+ 8.68% |
$811K - $836K
|
88.7K
$10.5M
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
6.95K+ 399.66% |
$797K - $822K
|
8.69K
$1.03M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
6.95KNew |
$796K - $821K
|
6.95K
$821K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.65K+ 47.67% |
$761K - $785K
|
20.6K
$2.43M
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
6.61K+ 32.57% |
$757K - $780K
|
26.9K
$3.18M
|
|
|
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 22, 2025
Q1 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
6.35K+ 74.27% |
$728K - $750K
|
14.9K
$1.76M
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
6.09K+ 2.75% |
$697K - $719K
|
227K
$26.9M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
5.94K+ 11.6% |
$680K - $702K
|
57.1K
$6.75M
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
5.71KNew |
$655K - $675K
|
5.71K
$675K
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
5.7KNew |
$653K - $674K
|
5.7K
$674K
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
5.47K+ 278.64% |
$626K - $646K
|
7.43K
$878K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Asset Management LLC
|
BUY
|
- |
5.41K+ 19.14% |
$620K - $639K
|
33.7K
$3.98M
|
|
|
May 13, 2025
Q1 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
5.4K+ 77.68% |
$618K - $637K
|
12.3K
$1.46M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5.37K+ 1.91% |
$615K - $634K
|
287K
$33.9M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.32K+ 5.53% |
$609K - $628K
|
101K
$12M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
5.28K+ 14.04% |
$605K - $624K
|
42.9K
$5.07M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.15KNew |
$590K - $609K
|
5.15K
$609K
|
|
|
May 12, 2025
Q1 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
5.12K+ 93.31% |
$587K - $605K
|
10.6K
$1.25M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
5.04K+ 8.21% |
$577K - $595K
|
66.4K
$7.85M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
4.9KNew |
$562K - $579K
|
4.9K
$579K
|
|
|
May 13, 2025
Q1 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
4.89K+ 11.55% |
$561K - $578K
|
47.3K
$5.59M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.89K+ 158.89% |
$560K - $578K
|
7.97K
$942K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.77K+ 31.84% |
$546K - $563K
|
19.7K
$2.33M
|
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
4.7K+ 14.66% |
$538K - $555K
|
36.7K
$4.34M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
4.61K+ 1441.56% |
$529K - $545K
|
4.93K
$583K
|
|
|
May 13, 2025
Q1 2025
|
Cambiar Investors LLC
|
BUY
|
- |
4.59KNew |
$525K - $542K
|
4.59K
$542K
|
|
|
Apr 10, 2025
Q1 2025
|
Edge Wealth Management LLC
|
BUY
|
- |
4.48K+ 17.99% |
$513K - $529K
|
29.4K
$3.47M
|