Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
552K+ 141.42% |
$64.5M - $65.9M
|
942K
$111M
|
|
|
Jul 17, 2025
Q2 2025
|
School Employees Retirement Board Of Ohio
Columbus, OH |
BUY
|
- |
420KNew |
$49.2M - $50.2M
|
420K
$49.7M
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
202K+ 428.22% |
$23.6M - $24.1M
|
249K
$29.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
160K+ 522.92% |
$18.7M - $19.1M
|
190K
$22.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
134KNew |
$15.7M - $16M
|
134K
$15.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Criteria Caixa, S.A.U.
Barcelona, U3 |
BUY
|
- |
82KNew |
$9.59M - $9.79M
|
82K
$9.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
75.7K+ 4289.41% |
$8.85M - $9.04M
|
77.5K
$9.16M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
69.5K+ 224.12% |
$8.12M - $8.29M
|
100K
$11.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
64.1KNew |
$7.49M - $7.65M
|
64.1K
$7.58M
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
49.9K+ 117.47% |
$5.83M - $5.96M
|
92.4K
$10.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Monument Capital Management
|
BUY
|
- |
41.5KNew |
$4.86M - $4.96M
|
41.5K
$4.91M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
38.2K+ 342.05% |
$4.47M - $4.56M
|
49.4K
$5.84M
|
|
|
Jul 21, 2025
Q2 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
36.9K+ 30.37% |
$4.32M - $4.41M
|
159K
$18.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
33.1K+ 56.95% |
$3.87M - $3.95M
|
91.2K
$10.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
30.3KNew |
$3.55M - $3.62M
|
30.3K
$3.59M
|
|
|
Jul 15, 2025
Q2 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
29.1KNew |
$3.4M - $3.47M
|
29.1K
$3.44M
|
|
|
Jul 23, 2025
Q2 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
26.6K+ 152.77% |
$3.11M - $3.18M
|
44.1K
$5.21M
|
|
|
Jul 23, 2025
Q2 2025
|
In Track Investment Management Inc
|
BUY
|
- |
24.6KNew |
$2.88M - $2.94M
|
24.6K
$2.91M
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
23.6K+ 156.21% |
$2.76M - $2.82M
|
38.7K
$4.57M
|
|
|
Jul 23, 2025
Q2 2025
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
18.7K+ 61.03% |
$2.18M - $2.23M
|
49.3K
$5.83M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
17.4KNew |
$2.04M - $2.08M
|
17.4K
$2.06M
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
17.4K+ 99.54% |
$2.03M - $2.07M
|
34.8K
$4.12M
|
|
|
Jul 14, 2025
Q2 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
17KNew |
$1.99M - $2.03M
|
17K
$2.01M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
16.7K+ 44.18% |
$1.96M - $2M
|
54.6K
$6.46M
|
|
|
Jul 14, 2025
Q2 2025
|
My Wealth Management Inc.
|
BUY
|
- |
15.6KNew |
$1.83M - $1.86M
|
15.6K
$1.85M
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
12.4KNew |
$1.45M - $1.49M
|
12.4K
$1.47M
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
12.1K+ 30.04% |
$1.41M - $1.44M
|
52.2K
$6.17M
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
11.5K+ 90.62% |
$1.35M - $1.38M
|
24.3K
$2.87M
|
|
|
Jul 08, 2025
Q2 2025
|
Mirabaud & Cie Sa
Geneva, V8 |
BUY
|
- |
11K+ 8.37% |
$1.29M - $1.32M
|
143K
$16.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Edge Wealth Management LLC
|
BUY
|
- |
10.9K+ 36.97% |
$1.27M - $1.3M
|
40.2K
$4.76M
|
|
|
Jul 10, 2025
Q2 2025
|
Community Trust & Investment CO
|
BUY
|
- |
10.8K+ 30.73% |
$1.27M - $1.29M
|
46.1K
$5.45M
|
|
|
Jul 22, 2025
Q2 2025
|
Imc Chicago, LLC
|
BUY
|
- |
10KNew |
$1.17M - $1.19M
|
10K
$1.18M
|
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
8.98KNew |
$1.05M - $1.07M
|
8.98K
$1.06M
|
|
|
Jul 09, 2025
Q2 2025
|
Emprise Bank
Wichita, KS |
BUY
|
- |
8.49KNew |
$993K - $1.01M
|
8.49K
$1M
|
|
|
Jul 09, 2025
Q2 2025
|
Berkshire Bank
|
BUY
|
- |
8.35K+ 5.04% |
$976K - $997K
|
174K
$20.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
8.05KNew |
$941K - $961K
|
8.05K
$952K
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
6.79K+ 22.74% |
$794K - $811K
|
36.6K
$4.33M
|
|
|
Jul 23, 2025
Q2 2025
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
6.27K+ 5.17% |
$733K - $748K
|
128K
$15.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Clarity Financial LLC
|
BUY
|
- |
5.76K+ 1.0% |
$673K - $688K
|
580K
$68.6M
|
|
|
Jul 08, 2025
Q2 2025
|
Martin Capital Partners, LLC
|
BUY
|
- |
4.75K+ 78.7% |
$556K - $567K
|
10.8K
$1.28M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Services Advisory Inc
|
BUY
|
- |
4.66KNew |
$545K - $556K
|
4.66K
$551K
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
4.44KNew |
$519K - $530K
|
4.44K
$525K
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.97K+ 55.85% |
$464K - $474K
|
11.1K
$1.31M
|
|
|
Jul 25, 2025
Q2 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
3.66K+ 0.63% |
$427K - $436K
|
585K
$69.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
3.59K+ 1.52% |
$420K - $429K
|
240K
$28.4M
|
|
|
Jul 21, 2025
Q2 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
3.3KNew |
$385K - $394K
|
3.3K
$390K
|
|
|
Jul 15, 2025
Q2 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
3.24KNew |
$379K - $387K
|
3.24K
$383K
|
|
|
Jul 07, 2025
Q2 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
3.07K+ 7685.0% |
$359K - $367K
|
3.11K
$368K
|
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
3KNew |
$351K - $358K
|
3K
$355K
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
2.92KNew |
$342K - $349K
|
2.92K
$346K
|