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 05, 2025
Q4 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-1.27K- 10.81% |
$146K - $151K
|
10.5K
$1.24M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.45K- 57.41% |
$167K - $173K
|
1.07K
$127K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-1.47K- 4.78% |
$170K - $176K
|
29.4K
$3.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.53K- 4.46% |
$176K - $183K
|
32.8K
$3.88M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1.62K- 12.04% |
$186K - $193K
|
11.8K
$1.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-1.63K- 3.3% |
$188K - $195K
|
47.8K
$5.65M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.64K- 27.42% |
$189K - $196K
|
4.34K
$513K
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
SELL
|
- |
-1.72K- 41.11% |
$197K - $205K
|
2.46K
$290K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.87K- 39.2% |
$215K - $224K
|
2.9K
$343K
|
|
|
Feb 10, 2025
Q4 2024
|
Renasant Bank
|
SELL
|
- |
-1.96K- 50.19% |
$226K - $234K
|
1.95K
$230K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.99K- 69.19% |
$229K - $238K
|
886
$105K
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-2.27K- 48.15% |
$262K - $272K
|
2.45K
$289K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.32K- 25.81% |
$267K - $278K
|
6.68K
$789K
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-2.36K- 32.76% |
$272K - $282K
|
4.85K
$573K
|
|
|
Jan 14, 2025
Q4 2024
|
Surience Private Wealth LLC
|
SELL
|
- |
-2.61K- 9.36% |
$300K - $312K
|
25.3K
$2.99M
|
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
SELL
|
- |
-2.69K- 11.03% |
$310K - $322K
|
21.7K
$2.57M
|
|
|
Jan 31, 2025
Q4 2024
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-2.73K- 18.6% |
$314K - $327K
|
12K
$1.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.76K- 10.71% |
$318K - $330K
|
23.1K
$2.72M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.77K- 5.23% |
$319K - $332K
|
50.3K
$5.94M
|
|
|
Jan 16, 2025
Q4 2024
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-2.78K- 13.51% |
$320K - $332K
|
17.8K
$2.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-2.82K- 0.93% |
$325K - $338K
|
300K
$35.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-2.83K- 12.54% |
$326K - $339K
|
19.8K
$2.34M
|
|
|
Feb 07, 2025
Q4 2024
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-2.86K- 4.44% |
$329K - $342K
|
61.5K
$7.27M
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-2.86K- 6.33% |
$329K - $342K
|
42.4K
$5.01M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.9K- 24.03% |
$334K - $347K
|
9.16K
$1.08M
|
|
|
Jan 27, 2025
Q4 2024
|
Martin Capital Partners, LLC
|
SELL
|
- |
-2.96K- 32.3% |
$341K - $354K
|
6.2K
$733K
|
|
|
Feb 13, 2025
Q4 2024
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-3K- 4.84% |
$345K - $359K
|
59K
$6.97M
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-3.06K- 35.77% |
$352K - $365K
|
5.49K
$649K
|
|
|
Jan 28, 2025
Q4 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-3.17K- 9.8% |
$365K - $379K
|
29.2K
$3.45M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-3.36K- 65.46% |
$387K - $402K
|
1.77K
$210K
|
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-3.37K- 9.51% |
$388K - $403K
|
32K
$3.79M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.51K- 24.34% |
$404K - $420K
|
10.9K
$1.29M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-3.59K- 35.39% |
$413K - $429K
|
6.56K
$775K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.63K- 28.89% |
$418K - $434K
|
8.94K
$1.06M
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-3.67K- 32.31% |
$422K - $439K
|
7.69K
$909K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-3.77K- 17.84% |
$433K - $450K
|
17.3K
$2.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-3.78K- 30.92% |
$435K - $452K
|
8.45K
$999K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-4.2K- 61.45% |
$483K - $502K
|
2.64K
$311K
|
|
|
Mar 14, 2025
Q4 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-4.3K- 96.5% |
$495K - $514K
|
156
$18.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
SELL
|
- |
-4.38K- 13.41% |
$504K - $524K
|
28.3K
$3.34M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-4.54K- 39.17% |
$522K - $543K
|
7.05K
$833K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.05K- 38.16% |
$582K - $604K
|
8.19K
$968K
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-5.32K- 72.97% |
$612K - $636K
|
1.97K
$233K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-5.73K- 19.14% |
$659K - $685K
|
24.2K
$2.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-5.74K- 13.13% |
$661K - $687K
|
38K
$4.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-5.81K- 57.85% |
$669K - $695K
|
4.23K
$500K
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-5.84K- 9.99% |
$671K - $698K
|
52.6K
$6.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-5.87K- 4.73% |
$675K - $701K
|
118K
$14M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-6.09K- 8.74% |
$701K - $728K
|
63.6K
$7.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-6.18K- 98.83% |
$712K - $739K
|
73
$8.63K
|