Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Wit, LLC
District Of Columbia, DC |
BUY
|
- |
1.76M+ 99904.72% |
$202M - $210M
|
1.76M
$206M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.43MNew |
$165M - $171M
|
1.43M
$168M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1M+ 17.27% |
$115M - $120M
|
6.8M
$797M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
842K+ 8.75% |
$96.9M - $101M
|
10.5M
$1.23B
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
743K+ 158.64% |
$85.5M - $88.8M
|
1.21M
$142M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
585K+ 22.1% |
$67.3M - $69.9M
|
3.23M
$379M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
519K+ 808.43% |
$59.7M - $62M
|
583K
$68.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
359K+ 32.8% |
$41.3M - $42.9M
|
1.45M
$170M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
308K+ 2462.39% |
$35.4M - $36.8M
|
320K
$37.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
285K+ 259380.91% |
$32.8M - $34.1M
|
285K
$33.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
252K+ 15.84% |
$29.1M - $30.2M
|
1.85M
$216M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
250KNew |
$28.8M - $29.9M
|
250K
$29.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
240KNew |
$27.6M - $28.7M
|
240K
$28.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
227K+ 100.0% |
$26.1M - $27.1M
|
453K
$53.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
198K+ 10.15% |
$22.8M - $23.6M
|
2.15M
$252M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
188K+ 47.28% |
$21.6M - $22.4M
|
584K
$68.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
173K+ 8.5% |
$19.9M - $20.7M
|
2.21M
$259M
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
170K+ 9.7% |
$19.5M - $20.3M
|
1.92M
$225M
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
BUY
|
- |
170K+ 824.4% |
$19.5M - $20.3M
|
190K
$22.3M
|
|
|
Feb 14, 2025
Q4 2024
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
162K+ 2132.75% |
$18.6M - $19.4M
|
170K
$19.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
130K+ 561.26% |
$14.9M - $15.5M
|
153K
$17.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
118K+ 1829.89% |
$13.6M - $14.1M
|
124K
$14.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
108K+ 85.67% |
$12.4M - $12.9M
|
233K
$27.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
104K+ 1946.52% |
$12M - $12.4M
|
109K
$12.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
100KNew |
$11.5M - $12M
|
100K
$11.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
99.6K+ 6.08% |
$11.5M - $11.9M
|
1.74M
$204M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
86.8K+ 92.54% |
$9.99M - $10.4M
|
181K
$21.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
82.5KNew |
$9.49M - $9.86M
|
82.5K
$9.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
70.8K+ 23.04% |
$8.14M - $8.46M
|
378K
$44.3M
|
|
|
Feb 14, 2025
Q4 2024
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
68.5KNew |
$7.88M - $8.18M
|
68.5K
$8.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
67.7K+ 60.65% |
$7.79M - $8.09M
|
179K
$21M
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
64.3KNew |
$7.4M - $7.68M
|
64.3K
$7.53M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
58.1KNew |
$6.69M - $6.94M
|
58.1K
$6.81M
|
|
|
Feb 07, 2025
Q4 2024
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
56.8K+ 253.49% |
$6.54M - $6.79M
|
79.2K
$9.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
54.9KNew |
$6.32M - $6.56M
|
54.9K
$6.43M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
53.3K+ 6.76% |
$6.13M - $6.37M
|
841K
$98.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
53.2K+ 46.99% |
$6.12M - $6.35M
|
166K
$19.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
49.7KNew |
$5.72M - $5.95M
|
49.7K
$5.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
47.1K+ 27.05% |
$5.42M - $5.63M
|
221K
$25.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
46.3KNew |
$5.33M - $5.54M
|
46.3K
$5.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
43.6K+ 576.28% |
$5.02M - $5.21M
|
51.2K
$6M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
43.1K+ 1040.26% |
$4.96M - $5.16M
|
47.3K
$5.54M
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
42.1K+ 6.73% |
$4.84M - $5.03M
|
667K
$78.1M
|
|
|
Feb 25, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
41.8KNew |
$4.81M - $5M
|
41.8K
$4.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
41.3K+ 105.8% |
$4.76M - $4.94M
|
80.4K
$9.42M
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
40.7KNew |
$4.68M - $4.86M
|
40.7K
$4.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
40.3K+ 97.61% |
$4.64M - $4.82M
|
81.6K
$9.56M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
39.8K+ 16.68% |
$4.58M - $4.76M
|
279K
$32.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
39K+ 169.07% |
$4.48M - $4.66M
|
62K
$7.27M
|
|
|
Feb 11, 2025
Q4 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
37.4K+ 54.79% |
$4.31M - $4.48M
|
106K
$12.4M
|