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 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-10K- 69.16% |
$1.16M - $1.2M
|
4.48K
$525K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-10.1K- 94.78% |
$1.16M - $1.21M
|
557
$65.3K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-10.4K- 33.43% |
$1.2M - $1.25M
|
20.8K
$2.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-10.5K- 58.7% |
$1.21M - $1.26M
|
7.42K
$869K
|
|
|
Jan 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-12.1K- 49.45% |
$1.39M - $1.45M
|
12.4K
$1.45M
|
|
|
Feb 12, 2025
Q4 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-12.6K- 11.56% |
$1.45M - $1.51M
|
96.4K
$11.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-13.3K- 66.03% |
$1.53M - $1.59M
|
6.84K
$802K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-13.4K- 58.17% |
$1.54M - $1.6M
|
9.65K
$1.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-14.2K- 18.05% |
$1.63M - $1.69M
|
64.3K
$7.54M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-15.3K- 64.98% |
$1.77M - $1.83M
|
8.27K
$969K
|
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-15.5K- 46.83% |
$1.78M - $1.85M
|
17.6K
$2.06M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-16.8K- 25.09% |
$1.93M - $2.01M
|
50.2K
$5.88M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-18.2K- 68.52% |
$2.1M - $2.18M
|
8.38K
$982K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-20.4K- 31.44% |
$2.35M - $2.44M
|
44.5K
$5.21M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-20.5K- 88.95% |
$2.36M - $2.45M
|
2.55K
$299K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-21K- 10.44% |
$2.42M - $2.51M
|
180K
$21.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-22.2K- 35.16% |
$2.56M - $2.66M
|
41K
$4.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-22.5K- 12.01% |
$2.59M - $2.69M
|
165K
$19.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-22.5K- 35.09% |
$2.59M - $2.69M
|
41.7K
$4.89M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-24K- 11.4% |
$2.76M - $2.87M
|
186K
$21.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-24K- 1.09% |
$2.77M - $2.87M
|
2.19M
$257M
|
|
|
Feb 14, 2025
Q4 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-24.2K- 87.47% |
$2.78M - $2.89M
|
3.46K
$406K
|
|
|
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
$488M
|
|
|
Feb 13, 2025
Q4 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-26.4K- 60.29% |
$3.03M - $3.15M
|
17.4K
$2.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-26.9K- 20.04% |
$3.1M - $3.22M
|
107K
$12.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-27.4K- 5.88% |
$3.15M - $3.27M
|
438K
$51.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-28.4K- 30.69% |
$3.27M - $3.39M
|
64.1K
$7.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-31K- 27.42% |
$3.57M - $3.71M
|
82.1K
$9.62M
|
|
|
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
$4.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-32K- 17.19% |
$3.68M - $3.82M
|
154K
$18.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Hilton Capital Management, LLC
|
SELL
|
- |
-36K- 21.73% |
$4.14M - $4.3M
|
130K
$15.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-36.1K- 2.02% |
$4.16M - $4.32M
|
1.75M
$205M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-43K- 79.65% |
$4.95M - $5.14M
|
11K
$1.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-46.1K- 44.52% |
$5.3M - $5.51M
|
57.4K
$6.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-48.1K- 3.12% |
$5.54M - $5.75M
|
1.5M
$175M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-51K- 61.72% |
$5.87M - $6.1M
|
31.7K
$3.71M
|
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
SELL
|
- |
-52.5K- 4.35% |
$6.04M - $6.27M
|
1.15M
$135M
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-61.3K- 21.77% |
$7.06M - $7.33M
|
220K
$25.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-65.9K- 19.45% |
$7.58M - $7.88M
|
273K
$32M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-79K- 24.8% |
$9.09M - $9.45M
|
240K
$28.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-83.2K- 4.31% |
$9.57M - $9.94M
|
1.85M
$216M
|
|
|
Jan 17, 2025
Q4 2024
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-85.6K- 91.07% |
$9.85M - $10.2M
|
8.39K
$983K
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-92.4K- 41.43% |
$10.6M - $11M
|
131K
$15.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-107K- 6.11% |
$12.3M - $12.8M
|
1.65M
$193M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-108K- 4.56% |
$12.4M - $12.9M
|
2.25M
$264M
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-131K- 97.18% |
$15.1M - $15.6M
|
3.8K
$445K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-134K- 26.98% |
$15.5M - $16.1M
|
363K
$42.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-225K- 62.04% |
$25.9M - $26.9M
|
138K
$16.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-227K- 50.0% |
$26.1M - $27.1M
|
227K
$26.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-236K- 6.02% |
$27.2M - $28.2M
|
3.69M
$432M
|