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 29, 2025
Q1 2025
|
Element Wealth, LLC
|
SELL
|
- |
-2- 0.04% |
$229 - $236
|
4.61K
$545K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-4- 11.11% |
$458 - $473
|
32
$3.78K
|
|
|
May 13, 2025
Q1 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-20- 16.39% |
$2.29K - $2.36K
|
102
$12.1K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-24- 77.42% |
$2.75K - $2.84K
|
7
$827
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-25- 1.97% |
$2.86K - $2.95K
|
1.24K
$147K
|
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-25- 0.61% |
$2.86K - $2.95K
|
4.08K
$482K
|
|
|
May 14, 2025
Q1 2025
|
F
|
SELL
|
- |
-29- 0.38% |
$3.32K - $3.43K
|
7.6K
$898K
|
|
|
Apr 29, 2025
Q1 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-34- 1.79% |
$3.9K - $4.02K
|
1.86K
$220K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-37- 9.32% |
$4.24K - $4.37K
|
360
$42.5K
|
|
|
May 05, 2025
Q1 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
SELL
|
- |
-40- 0.32% |
$4.58K - $4.73K
|
12.4K
$1.46M
|
|
|
May 05, 2025
Q1 2025
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-49- 1.47% |
$5.61K - $5.79K
|
3.28K
$388K
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-50- 1.15% |
$5.73K - $5.91K
|
4.3K
$508K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-54- 4.07% |
$6.19K - $6.38K
|
1.27K
$151K
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-55- 0.41% |
$6.3K - $6.5K
|
13.4K
$1.59M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-55- 2.02% |
$6.3K - $6.5K
|
2.66K
$315K
|
|
|
Apr 29, 2025
Q1 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-59- 0.23% |
$6.76K - $6.97K
|
25.3K
$2.99M
|
|
|
May 06, 2025
Q1 2025
|
Kdk Private Wealth Management, LLC
Houston, TX |
SELL
|
- |
-59- 3.05% |
$6.76K - $6.97K
|
1.88K
$222K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-63- 2.47% |
$7.22K - $7.44K
|
2.49K
$294K
|
|
|
May 02, 2025
Q1 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
SELL
|
- |
-65- 2.54% |
$7.45K - $7.68K
|
2.49K
$295K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-73- 33.8% |
$8.36K - $8.62K
|
143
$16.9K
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-74- 2.66% |
$8.48K - $8.74K
|
2.71K
$320K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-77- 43.75% |
$8.82K - $9.1K
|
99
$11.7K
|
|
|
Apr 25, 2025
Q1 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-80- 0.27% |
$9.17K - $9.45K
|
29.1K
$3.44M
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-81- 21.09% |
$9.28K - $9.57K
|
303
$35.8K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-82- 0.19% |
$9.39K - $9.69K
|
42.5K
$5.03M
|
|
|
Apr 28, 2025
Q1 2025
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-84- 9.14% |
$9.62K - $9.92K
|
835
$98.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
SELL
|
- |
-84- 3.48% |
$9.62K - $9.92K
|
2.33K
$275K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-89- 1.06% |
$10.2K - $10.5K
|
8.28K
$978K
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-92- 1.19% |
$10.5K - $10.9K
|
7.65K
$904K
|
|
|
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 24, 2025
Q1 2025
|
Tsfg, LLC
|
SELL
|
- |
-102- 2.65% |
$11.7K - $12.1K
|
3.75K
$444K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-102- 1.36% |
$11.7K - $12.1K
|
7.38K
$872K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-111- 33.23% |
$12.7K - $13.1K
|
223
$26.4K
|
|
|
Apr 16, 2025
Q1 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-117- 2.76% |
$13.4K - $13.8K
|
4.12K
$487K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-124- 58.22% |
$14.2K - $14.6K
|
89
$10.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-128- 3.77% |
$14.7K - $15.1K
|
3.26K
$386K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-133- 1.7% |
$15.2K - $15.7K
|
7.67K
$907K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-157- 5.73% |
$18K - $18.5K
|
2.58K
$305K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-162- 0.9% |
$18.6K - $19.1K
|
17.9K
$2.11M
|
|
|
Apr 15, 2025
Q1 2025
|
Martin Capital Partners, LLC
|
SELL
|
- |
-165- 2.66% |
$18.9K - $19.5K
|
6.04K
$714K
|
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-175- 6.77% |
$20K - $20.7K
|
2.41K
$285K
|
|
|
Apr 14, 2025
Q1 2025
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-177- 2.34% |
$20.3K - $20.9K
|
7.37K
$871K
|
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-177- 8.81% |
$20.3K - $20.9K
|
1.83K
$217K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-182- 9.4% |
$20.9K - $21.5K
|
1.76K
$207K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-186- 8.29% |
$21.3K - $22K
|
2.06K
$243K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-191- 3.52% |
$21.9K - $22.6K
|
5.24K
$620K
|
|
|
May 09, 2025
Q1 2025
|
Renasant Bank
|
SELL
|
- |
-193- 9.92% |
$22.1K - $22.8K
|
1.75K
$207K
|
|
|
May 13, 2025
Q1 2025
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-220- 7.81% |
$25.2K - $26K
|
2.6K
$307K
|
|
|
May 13, 2025
Q1 2025
|
Adams Wealth Management
|
SELL
|
- |
-220- 7.81% |
$25.2K - $26K
|
2.6K
$307K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-260- 0.19% |
$29.8K - $30.7K
|
139K
$16.4M
|