Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.4M+ 36.27% |
$517M - $528M
|
16.5M
$1.97B
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.99M+ 54.58% |
$234M - $239M
|
5.64M
$674M
|
|
|
Oct 10, 2025
Q3 2025
|
Clarity Financial LLC
|
BUY
|
- |
736K+ 126.79% |
$86.6M - $88.4M
|
1.32M
$157M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
505K+ 216.29% |
$59.5M - $60.7M
|
739K
$88.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
330K+ 17.58% |
$38.8M - $39.6M
|
2.2M
$263M
|
|
|
Oct 29, 2025
Q3 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
325K+ 120.8% |
$38.2M - $39M
|
593K
$70.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
316K+ 12.4% |
$37.1M - $37.9M
|
2.86M
$342M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
312K+ 9.26% |
$36.7M - $37.4M
|
3.68M
$439M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
245K+ 3.6% |
$28.8M - $29.4M
|
7.04M
$840M
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
237K+ 5.89% |
$27.8M - $28.4M
|
4.25M
$508M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
217K+ 13.8% |
$25.5M - $26M
|
1.79M
$213M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
178K+ 35.63% |
$21M - $21.4M
|
678K
$81M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
160K+ 12.38% |
$18.9M - $19.3M
|
1.46M
$174M
|
|
|
Oct 22, 2025
Q3 2025
|
West End Advisors, LLC
|
BUY
|
- |
140K+ 13.77% |
$16.5M - $16.8M
|
1.16M
$138M
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
132K+ 20.71% |
$15.6M - $15.9M
|
771K
$92M
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
130K+ 764.99% |
$15.2M - $15.6M
|
146K
$17.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
122K+ 133.69% |
$14.3M - $14.6M
|
213K
$25.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
117K+ 18.05% |
$13.7M - $14M
|
762K
$91M
|
|
|
Nov 12, 2025
Q3 2025
|
Hilton Capital Management, LLC
|
BUY
|
- |
105K+ 82.95% |
$12.3M - $12.6M
|
231K
$27.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
71.6K+ 2935.66% |
$8.43M - $8.6M
|
74.1K
$8.85M
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
68.9K+ 7.11% |
$8.11M - $8.28M
|
1.04M
$124M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
66.7K+ 2.72% |
$7.85M - $8.01M
|
2.52M
$301M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
62.2K+ 3.32% |
$7.31M - $7.46M
|
1.94M
$231M
|
|
|
Nov 14, 2025
Q3 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
58.1K+ 259.53% |
$6.84M - $6.98M
|
80.5K
$9.62M
|
|
|
Oct 24, 2025
Q3 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
BUY
|
- |
55.9K+ 57.57% |
$6.57M - $6.71M
|
153K
$18.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
55K+ 15.48% |
$6.47M - $6.6M
|
410K
$49M
|
|
|
Nov 12, 2025
Q3 2025
|
Victory Capital Management Inc
|
BUY
|
- |
54.1K+ 13.2% |
$6.36M - $6.49M
|
464K
$55.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
51.7K+ 5.43% |
$6.08M - $6.21M
|
1M
$120M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
50.1K+ 24.32% |
$5.89M - $6.01M
|
256K
$30.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
47.8K+ 116.1% |
$5.62M - $5.74M
|
88.9K
$10.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
47.7K+ 18.52% |
$5.61M - $5.73M
|
305K
$36.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
47.1K+ 6.0% |
$5.54M - $5.66M
|
832K
$99.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
46.9K+ 2.61% |
$5.52M - $5.64M
|
1.85M
$221M
|
|
|
Nov 13, 2025
Q3 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
41.8K+ 7.57% |
$4.92M - $5.02M
|
593K
$70.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
38.8KNew |
$4.57M - $4.66M
|
38.8K
$4.63M
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
35.8KNew |
$4.21M - $4.3M
|
35.8K
$4.28M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
35.5K+ 420.8% |
$4.18M - $4.27M
|
44K
$5.25M
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
33.3KNew |
$3.92M - $4M
|
33.3K
$3.98M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
33.1K+ 15.47% |
$3.89M - $3.97M
|
247K
$29.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
30.6KNew |
$3.6M - $3.67M
|
30.6K
$3.65M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
30.2K+ 23.84% |
$3.56M - $3.63M
|
157K
$18.7M
|
|
|
Nov 05, 2025
Q3 2025
|
Gunma Bank,Ltd.
|
BUY
|
- |
30K+ 20.0% |
$3.53M - $3.6M
|
180K
$21.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
28.7K+ 917.52% |
$3.37M - $3.44M
|
31.8K
$3.79M
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
28.6K+ 73.78% |
$3.36M - $3.43M
|
67.3K
$8.04M
|
|
|
Oct 01, 2025
Q3 2025
|
American National Bank Of Texas
Richardson, TX |
BUY
|
- |
28.4KNew |
$3.34M - $3.41M
|
28.4K
$3.39M
|
|
|
Nov 13, 2025
Q3 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
28.3K+ 136.37% |
$3.33M - $3.4M
|
49.1K
$5.86M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
28.2KNew |
$3.32M - $3.39M
|
28.2K
$3.37M
|
|
|
Nov 12, 2025
Q3 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
27.8K+ 4.84% |
$3.27M - $3.34M
|
603K
$72M
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
27.6K+ 5.71% |
$3.24M - $3.31M
|
510K
$61M
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
26.7K+ 37.69% |
$3.14M - $3.21M
|
97.6K
$11.7M
|