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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
636K+ 41.42% |
$74.3M - $75.9M
|
2.17M
$259M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
552K+ 141.42% |
$64.5M - $65.9M
|
942K
$113M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
486K+ 28.49% |
$56.8M - $58M
|
2.19M
$262M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
476K+ 399.38% |
$55.6M - $56.8M
|
595K
$71M
|
|
|
Jul 17, 2025
Q2 2025
|
School Employees Retirement Board Of Ohio
Columbus, OH |
BUY
|
- |
420KNew |
$49.2M - $50.2M
|
420K
$50.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
365K+ 657.07% |
$42.7M - $43.6M
|
421K
$50.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
308K+ 14.37% |
$36M - $36.8M
|
2.45M
$293M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
290K+ 11.83% |
$33.9M - $34.6M
|
2.74M
$327M
|
|
|
Sep 11, 2025
Q2 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
286KNew |
$33.5M - $34.2M
|
286K
$34.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
250K+ 10.9% |
$29.3M - $29.9M
|
2.55M
$304M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
241K+ 99.48% |
$28.2M - $28.7M
|
483K
$57.7M
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
202K+ 428.22% |
$23.6M - $24.1M
|
249K
$29.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
197K+ 77.1% |
$23.1M - $23.6M
|
453K
$54.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
182K+ 11921.37% |
$21.3M - $21.8M
|
184K
$22M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
172K+ 312.2% |
$20.1M - $20.6M
|
227K
$27.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
160K+ 522.92% |
$18.7M - $19.1M
|
190K
$22.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
142K+ 4.05% |
$16.6M - $17M
|
3.65M
$436M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
138KNew |
$16.2M - $16.5M
|
138K
$16.5M
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
135K+ 531.15% |
$15.7M - $16.1M
|
160K
$19.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
134KNew |
$15.7M - $16M
|
134K
$16M
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
127KNew |
$14.9M - $15.2M
|
127K
$15.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Foronjy Financial LLC
Los Osos, CA |
BUY
|
- |
115KNew |
$13.4M - $13.7M
|
115K
$13.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
109K+ 22.96% |
$12.7M - $13M
|
583K
$69.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
103K+ 19.29% |
$12.1M - $12.3M
|
638K
$76.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
101K+ 18.44% |
$11.8M - $12M
|
646K
$77.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
94.3K+ 153.43% |
$11M - $11.3M
|
156K
$18.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
82.9KNew |
$9.69M - $9.9M
|
82.9K
$9.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Criteria Caixa, S.A.U.
Barcelona, U3 |
BUY
|
- |
82KNew |
$9.59M - $9.79M
|
82K
$9.79M
|
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
78.2K+ 11.06% |
$9.14M - $9.33M
|
785K
$93.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
75.7K+ 4289.41% |
$8.85M - $9.04M
|
77.5K
$9.25M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
69.5K+ 224.12% |
$8.12M - $8.29M
|
100K
$12M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
67.4K+ 48.65% |
$7.88M - $8.05M
|
206K
$24.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Black Maple Capital Management LP
Milwaukee, WI |
BUY
|
- |
67K+ 335.0% |
$7.83M - $8M
|
87K
$10.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
64.1KNew |
$7.49M - $7.65M
|
64.1K
$7.65M
|
|
|
Aug 12, 2025
Q2 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
BUY
|
- |
63.9K+ 400.21% |
$7.47M - $7.62M
|
79.8K
$9.53M
|
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
62.4K+ 164.09% |
$7.29M - $7.44M
|
100K
$12M
|
|
|
Jul 29, 2025
Q2 2025
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
55K+ 53.79% |
$6.43M - $6.57M
|
157K
$18.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
49.9K+ 117.47% |
$5.83M - $5.96M
|
92.4K
$11M
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
BUY
|
- |
49.6K+ 55.39% |
$5.8M - $5.92M
|
139K
$16.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
49.2KNew |
$5.75M - $5.88M
|
49.2K
$5.88M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
46.6K+ 10.28% |
$5.45M - $5.56M
|
500K
$59.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
46.1K+ 29.9% |
$5.39M - $5.5M
|
200K
$23.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
45.2K+ 63.36% |
$5.29M - $5.4M
|
117K
$13.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
45.1K+ 26.61% |
$5.28M - $5.39M
|
215K
$25.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
42.6KNew |
$4.98M - $5.08M
|
42.6K
$5.08M
|
|
|
Jul 24, 2025
Q2 2025
|
Monument Capital Management
|
BUY
|
- |
41.5KNew |
$4.86M - $4.96M
|
41.5K
$4.96M
|
|
|
Aug 11, 2025
Q2 2025
|
First American Trust, Fsb
|
BUY
|
- |
41.1K+ 38.75% |
$4.8M - $4.91M
|
147K
$17.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Semitam Bonam LLC
Goshen, NY |
BUY
|
- |
38.5KNew |
$4.5M - $4.59M
|
38.5K
$4.59M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
38.2K+ 342.05% |
$4.47M - $4.56M
|
49.4K
$5.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
36.9K+ 30.37% |
$4.32M - $4.41M
|
159K
$18.9M
|