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
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.76K- 10.71% |
$318K - $330K
|
23.1K
$2.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.77K- 5.23% |
$319K - $332K
|
50.3K
$5.89M
|
|
|
Jan 16, 2025
Q4 2024
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-2.78K- 13.51% |
$320K - $332K
|
17.8K
$2.08M
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-2.82K- 0.93% |
$325K - $338K
|
300K
$35.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-2.83K- 12.54% |
$326K - $339K
|
19.8K
$2.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-2.86K- 4.44% |
$329K - $342K
|
61.5K
$7.21M
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-2.86K- 6.33% |
$329K - $342K
|
42.4K
$4.97M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.9K- 24.03% |
$334K - $347K
|
9.16K
$1.07M
|
|
|
Jan 27, 2025
Q4 2024
|
Martin Capital Partners, LLC
|
SELL
|
- |
-2.96K- 32.3% |
$341K - $354K
|
6.2K
$727K
|
|
|
Feb 13, 2025
Q4 2024
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-3K- 4.84% |
$345K - $359K
|
59K
$6.91M
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-3.06K- 35.77% |
$352K - $365K
|
5.49K
$643K
|
|
|
Jan 28, 2025
Q4 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-3.17K- 9.8% |
$365K - $379K
|
29.2K
$3.42M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-3.36K- 65.46% |
$387K - $402K
|
1.77K
$208K
|
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-3.37K- 9.51% |
$388K - $403K
|
32K
$3.75M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.51K- 24.34% |
$404K - $420K
|
10.9K
$1.28M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-3.59K- 35.39% |
$413K - $429K
|
6.56K
$768K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.63K- 28.89% |
$418K - $434K
|
8.94K
$1.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-3.67K- 32.31% |
$422K - $439K
|
7.69K
$901K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-3.77K- 17.84% |
$433K - $450K
|
17.3K
$2.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-3.78K- 30.92% |
$435K - $452K
|
8.45K
$990K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-4.2K- 61.45% |
$483K - $502K
|
2.64K
$309K
|
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
SELL
|
- |
-4.38K- 13.41% |
$504K - $524K
|
28.3K
$3.31M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-4.54K- 39.17% |
$522K - $543K
|
7.05K
$826K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.05K- 38.16% |
$582K - $604K
|
8.19K
$960K
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-5.32K- 72.97% |
$612K - $636K
|
1.97K
$231K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-5.73K- 19.14% |
$659K - $685K
|
24.2K
$2.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-5.74K- 13.13% |
$661K - $687K
|
38K
$4.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-5.81K- 57.85% |
$669K - $695K
|
4.23K
$496K
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-5.84K- 9.99% |
$671K - $698K
|
52.6K
$6.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-5.87K- 4.73% |
$675K - $701K
|
118K
$13.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-6.09K- 8.74% |
$701K - $728K
|
63.6K
$7.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-6.18K- 98.83% |
$712K - $739K
|
73
$8.55K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-6.85K- 91.52% |
$788K - $819K
|
635
$74.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-7.09K- 2.87% |
$816K - $848K
|
240K
$28.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-7.1K- 8.3% |
$817K - $849K
|
78.4K
$9.19M
|
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-7.12K- 19.08% |
$820K - $852K
|
30.2K
$3.54M
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
SELL
|
- |
-7.45K- 17.51% |
$858K - $891K
|
35.1K
$4.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-7.47K- 21.62% |
$860K - $893K
|
27.1K
$3.17M
|
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-7.6K- 38.34% |
$874K - $908K
|
12.2K
$1.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-7.61K- 21.9% |
$876K - $910K
|
27.1K
$3.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-7.99K- 25.2% |
$920K - $956K
|
23.7K
$2.78M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-8.5K- 36.51% |
$978K - $1.02M
|
14.8K
$1.73M
|
|
|
Jan 27, 2025
Q4 2024
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-8.58K- 5.55% |
$987K - $1.03M
|
146K
$17.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-8.78K- 16.58% |
$1.01M - $1.05M
|
44.2K
$5.18M
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-8.96K- 59.55% |
$1.03M - $1.07M
|
6.08K
$713K
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-8.98K- 18.9% |
$1.03M - $1.07M
|
38.5K
$4.52M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-9.03K- 69.05% |
$1.04M - $1.08M
|
4.05K
$474K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-9.12K- 23.31% |
$1.05M - $1.09M
|
30K
$3.52M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-9.2K- 97.45% |
$1.06M - $1.1M
|
241
$28.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
SELL
|
- |
-9.79K- 5.68% |
$1.13M - $1.17M
|
163K
$19.1M
|