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 28, 2025
Q1 2025
|
4 J Wealth Management LLC
|
BUY
|
- |
2.43K+ 7.59% |
$278K - $287K
|
34.4K
$4.07M
|
|
|
May 07, 2025
Q1 2025
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
2.43KNew |
$278K - $287K
|
2.43K
$287K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
2.42K+ 7.36% |
$277K - $285K
|
35.2K
$4.16M
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
2.41KNew |
$276K - $285K
|
2.41K
$285K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
2.39K+ 6.36% |
$274K - $282K
|
39.9K
$4.72M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.38K+ 9.97% |
$272K - $281K
|
26.2K
$3.1M
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
2.36K+ 1.72% |
$271K - $279K
|
139K
$16.5M
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
2.33KNew |
$267K - $276K
|
2.33K
$276K
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
2.22KNew |
$255K - $263K
|
2.22K
$263K
|
|
|
Apr 11, 2025
Q1 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
2.2K+ 100.0% |
$252K - $260K
|
4.4K
$520K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
2.18KNew |
$249K - $257K
|
2.18K
$257K
|
|
|
May 07, 2025
Q1 2025
|
Financial Management Network Inc
|
BUY
|
- |
2.12K+ 3.89% |
$243K - $251K
|
56.7K
$6.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
2.12KNew |
$243K - $251K
|
2.12K
$251K
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.11KNew |
$241K - $249K
|
2.11K
$249K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.08K+ 12.79% |
$238K - $246K
|
18.3K
$2.17M
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
2.02KNew |
$231K - $239K
|
2.02K
$239K
|
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
1.97KNew |
$226K - $233K
|
1.97K
$233K
|
|
|
Apr 23, 2025
Q1 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
1.96KNew |
$225K - $232K
|
1.96K
$232K
|
|
|
Apr 22, 2025
Q1 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
1.94KNew |
$223K - $230K
|
1.94K
$230K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.93K+ 6.8% |
$222K - $228K
|
30.4K
$3.59M
|
|
|
Apr 16, 2025
Q1 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
1.93KNew |
$221K - $228K
|
1.93K
$228K
|
|
|
May 12, 2025
Q1 2025
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
1.89KNew |
$216K - $223K
|
1.89K
$223K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.88K+ 30.17% |
$215K - $222K
|
8.1K
$958K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.85K+ 20.23% |
$212K - $219K
|
11K
$1.3M
|
|
|
May 14, 2025
Q1 2025
|
Becker Capital Management Inc
|
BUY
|
- |
1.83K+ 6.73% |
$209K - $216K
|
29K
$3.42M
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
1.8KNew |
$206K - $212K
|
1.8K
$213K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.77K+ 17.19% |
$203K - $209K
|
12.1K
$1.43M
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.77KNew |
$202K - $209K
|
1.77K
$209K
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
1.74KNew |
$199K - $205K
|
1.74K
$205K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.73KNew |
$198K - $204K
|
1.73K
$204K
|
|
|
Apr 23, 2025
Q1 2025
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
1.72KNew |
$196K - $203K
|
1.72K
$203K
|
|
|
Apr 15, 2025
Q1 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
1.71KNew |
$196K - $202K
|
1.71K
$202K
|
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
1.69KNew |
$194K - $200K
|
1.69K
$200K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.68K+ 15.29% |
$193K - $199K
|
12.7K
$1.5M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.64K+ 1.33% |
$188K - $194K
|
125K
$14.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.6K+ 7.3% |
$183K - $189K
|
23.5K
$2.78M
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.58K+ 1.45% |
$181K - $187K
|
111K
$13.1M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.56K+ 15.25% |
$179K - $185K
|
11.8K
$1.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
1.56K+ 10.18% |
$178K - $184K
|
16.8K
$1.99M
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
1.55K+ 5.87% |
$177K - $183K
|
27.9K
$3.3M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.53K+ 3.43% |
$175K - $181K
|
46K
$5.44M
|
|
|
May 15, 2025
Q1 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
1.49K+ 40.04% |
$171K - $176K
|
5.21K
$616K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
1.49K+ 12.96% |
$170K - $176K
|
13K
$1.53M
|
|
|
May 12, 2025
Q1 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
1.43K+ 5.35% |
$164K - $169K
|
28.1K
$3.33M
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.42KNew |
$163K - $168K
|
1.42K
$168K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.39K+ 33.38% |
$159K - $164K
|
5.55K
$655K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
1.32K+ 50.0% |
$151K - $156K
|
3.95K
$467K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
1.29K+ 5.45% |
$148K - $153K
|
25K
$2.96M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
1.29K+ 8.53% |
$148K - $152K
|
16.4K
$1.94M
|
|
|
May 05, 2025
Q1 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
1.26K+ 2.54% |
$145K - $149K
|
51K
$6.03M
|