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 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4.45K+ 17.69% |
$510K - $525K
|
29.6K
$3.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
4.32K+ 6.68% |
$495K - $510K
|
69K
$8.15M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
4.29KNew |
$491K - $507K
|
4.29K
$507K
|
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
4.23K+ 69.46% |
$484K - $499K
|
10.3K
$1.22M
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
BUY
|
- |
4.23K+ 4.15% |
$484K - $499K
|
106K
$12.5M
|
|
|
May 15, 2025
Q1 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
4.21K+ 20.42% |
$482K - $497K
|
24.8K
$2.93M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
4.12KNew |
$471K - $486K
|
4.12K
$486K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.1K+ 20.5% |
$469K - $484K
|
24.1K
$2.85M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.07K+ 6.74% |
$466K - $481K
|
64.5K
$7.62M
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
4.02K+ 6.25% |
$460K - $474K
|
68.3K
$8.07M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
4K+ 9.74% |
$459K - $473K
|
45.1K
$5.33M
|
|
|
May 14, 2025
Q1 2025
|
Gould Capital, LLC
|
BUY
|
- |
3.99K+ 3.88% |
$457K - $471K
|
107K
$12.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.94K+ 192.85% |
$451K - $465K
|
5.98K
$707K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
3.89KNew |
$446K - $460K
|
3.89K
$460K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.77K+ 18.1% |
$431K - $445K
|
24.6K
$2.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
3.71K+ 7.93% |
$424K - $438K
|
50.5K
$5.96M
|
|
|
May 09, 2025
Q1 2025
|
Banco Santander, S.A.
|
BUY
|
- |
3.64K+ 1.65% |
$417K - $430K
|
224K
$26.5M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
3.64KNew |
$416K - $429K
|
3.64K
$430K
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
3.62K+ 1.77% |
$415K - $427K
|
208K
$24.6M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
3.58K+ 7.98% |
$410K - $422K
|
48.4K
$5.72M
|
|
|
May 02, 2025
Q1 2025
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
3.49KNew |
$400K - $413K
|
3.49K
$413K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
3.49K+ 12.67% |
$399K - $412K
|
31K
$3.66M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
3.46KNew |
$396K - $408K
|
3.46K
$408K
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
3.33KNew |
$381K - $393K
|
3.33K
$393K
|
|
|
Apr 24, 2025
Q1 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
3.23K+ 1.38% |
$369K - $381K
|
237K
$28M
|
|
|
May 15, 2025
Q1 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
3.17K+ 63.19% |
$363K - $374K
|
8.17K
$966K
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.15K+ 3.17% |
$361K - $372K
|
103K
$12.1M
|
|
|
May 13, 2025
Q1 2025
|
Camden National Bank
Camden, ME |
BUY
|
- |
3.14K+ 7.6% |
$360K - $371K
|
44.5K
$5.26M
|
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
3.14KNew |
$360K - $371K
|
3.14K
$372K
|
|
|
May 15, 2025
Q1 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
3.1K+ 5.57% |
$355K - $366K
|
58.8K
$6.95M
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
2.99K+ 121.94% |
$342K - $353K
|
5.43K
$642K
|
|
|
May 14, 2025
Q1 2025
|
Bnp Paribas
New York, NY |
BUY
|
- |
2.97K+ 50.19% |
$340K - $350K
|
8.88K
$1.05M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
2.92K+ 2.18% |
$335K - $345K
|
137K
$16.2M
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.88KNew |
$330K - $340K
|
2.88K
$340K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.88K+ 4.48% |
$330K - $340K
|
67.2K
$7.94M
|
|
|
Apr 17, 2025
Q1 2025
|
Berkshire Bank
|
BUY
|
- |
2.87K+ 1.77% |
$329K - $339K
|
166K
$19.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
2.87K+ 652.27% |
$329K - $339K
|
3.31K
$391K
|
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
2.86K+ 3.7% |
$328K - $338K
|
80.2K
$9.47M
|
|
|
May 09, 2025
Q1 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.75K+ 25.62% |
$315K - $325K
|
13.5K
$1.59M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.73KNew |
$313K - $323K
|
2.73K
$323K
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
2.67KNew |
$306K - $315K
|
2.67K
$315K
|
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
2.64K+ 6.93% |
$302K - $312K
|
40.8K
$4.82M
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
2.61K+ 4.61% |
$298K - $308K
|
59.1K
$6.99M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.59K+ 28.91% |
$296K - $305K
|
11.5K
$1.36M
|
|
|
May 08, 2025
Q1 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
2.57KNew |
$294K - $304K
|
2.57K
$304K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
2.56K+ 31.89% |
$294K - $303K
|
10.6K
$1.25M
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
2.54K+ 4.09% |
$291K - $300K
|
64.5K
$7.63M
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
2.52KNew |
$289K - $298K
|
2.52K
$298K
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
2.48K+ 79.67% |
$284K - $293K
|
5.59K
$661K
|
|
|
May 14, 2025
Q1 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
2.43K+ 7.24% |
$279K - $287K
|
36K
$4.26M
|