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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-18.2K- 68.52% |
$2.1M - $2.18M
|
8.38K
$965K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-20.4K- 31.44% |
$2.35M - $2.44M
|
44.5K
$5.13M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-20.5K- 88.95% |
$2.36M - $2.45M
|
2.55K
$294K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-22.2K- 35.16% |
$2.56M - $2.66M
|
41K
$4.72M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-22.5K- 12.01% |
$2.59M - $2.69M
|
165K
$19M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-22.5K- 35.09% |
$2.59M - $2.69M
|
41.7K
$4.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-24K- 11.4% |
$2.76M - $2.87M
|
186K
$21.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-24.6K- 0.59% |
$2.84M - $2.95M
|
4.17M
$480M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-27.4K- 5.88% |
$3.15M - $3.27M
|
438K
$50.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-28.4K- 30.69% |
$3.27M - $3.39M
|
64.1K
$7.39M
|
|
|
Jan 31, 2025
Q4 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-31.8K- 43.56% |
$3.66M - $3.8M
|
41.2K
$4.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-32K- 17.19% |
$3.68M - $3.82M
|
154K
$17.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Hilton Capital Management, LLC
|
SELL
|
- |
-36K- 21.73% |
$4.14M - $4.3M
|
130K
$14.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-36.1K- 2.02% |
$4.16M - $4.32M
|
1.75M
$202M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-43K- 79.65% |
$4.95M - $5.14M
|
11K
$1.27M
|
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
SELL
|
- |
-52.5K- 4.35% |
$6.04M - $6.27M
|
1.15M
$133M
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-61.3K- 21.77% |
$7.06M - $7.33M
|
220K
$25.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-65.9K- 19.45% |
$7.58M - $7.88M
|
273K
$31.4M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-79K- 24.8% |
$9.09M - $9.45M
|
240K
$27.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-83.2K- 4.31% |
$9.57M - $9.94M
|
1.85M
$213M
|
|
|
Jan 17, 2025
Q4 2024
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-85.6K- 91.07% |
$9.85M - $10.2M
|
8.39K
$967K
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-92.4K- 41.43% |
$10.6M - $11M
|
131K
$15M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-108K- 4.56% |
$12.4M - $12.9M
|
2.25M
$260M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-236K- 6.02% |
$27.2M - $28.2M
|
3.69M
$425M
|