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
|
Mason & Associates Inc
|
BUY
|
- |
35.5K+ 31.77% |
$4.08M - $4.24M
|
147K
$17.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
35.4K+ 21.69% |
$4.08M - $4.24M
|
199K
$23.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
33.4K+ 78.11% |
$3.84M - $3.99M
|
76.1K
$8.98M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
32.2K+ 45.67% |
$3.7M - $3.85M
|
103K
$12.1M
|
|
|
Jan 23, 2025
Q4 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
32KNew |
$3.68M - $3.82M
|
32K
$3.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
31.4K+ 12.55% |
$3.61M - $3.75M
|
282K
$33.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
30.5K+ 584.9% |
$3.51M - $3.65M
|
35.7K
$4.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
30K+ 45.36% |
$3.45M - $3.59M
|
96.1K
$11.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
29.6K+ 454.4% |
$3.41M - $3.54M
|
36.2K
$4.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
29.5K+ 3.09% |
$3.39M - $3.52M
|
983K
$116M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
27.7K+ 5.39% |
$3.18M - $3.31M
|
540K
$63.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
27K+ 9.61% |
$3.11M - $3.23M
|
309K
$36.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
25.2K+ 16.92% |
$2.89M - $3.01M
|
174K
$20.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
24.3K+ 24.49% |
$2.79M - $2.9M
|
123K
$14.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
23.8KNew |
$2.74M - $2.85M
|
23.8K
$2.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
22.2K+ 113.17% |
$2.55M - $2.65M
|
41.8K
$4.94M
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
21.2K+ 4.09% |
$2.44M - $2.54M
|
540K
$63.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
21K+ 41.88% |
$2.42M - $2.51M
|
71.2K
$8.41M
|
|
|
Feb 10, 2025
Q4 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
21K+ 142.27% |
$2.41M - $2.51M
|
35.7K
$4.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Gunma Bank,Ltd.
|
BUY
|
- |
20K+ 15.38% |
$2.3M - $2.39M
|
150K
$17.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
19.8K+ 20.25% |
$2.28M - $2.37M
|
118K
$13.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
19.5K+ 18.83% |
$2.25M - $2.34M
|
123K
$14.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
18.7KNew |
$2.16M - $2.24M
|
18.7K
$2.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
17.9K+ 90.7% |
$2.06M - $2.14M
|
37.6K
$4.44M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
17.4K+ 4.67% |
$2M - $2.08M
|
390K
$46.1M
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
17.2KNew |
$1.98M - $2.06M
|
17.2K
$2.04M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
16.8K+ 4.38% |
$1.93M - $2M
|
399K
$47.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
16.3K+ 83.89% |
$1.87M - $1.94M
|
35.6K
$4.21M
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
16.2K+ 16.05% |
$1.87M - $1.94M
|
117K
$13.9M
|
|
|
Jan 06, 2025
Q4 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
15.8KNew |
$1.82M - $1.89M
|
15.8K
$1.87M
|
|
|
Feb 10, 2025
Q4 2024
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
15.7KNew |
$1.81M - $1.88M
|
15.7K
$1.86M
|
|
|
Feb 06, 2025
Q4 2024
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
15.5KNew |
$1.79M - $1.86M
|
15.5K
$1.84M
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
BUY
|
- |
15.4K+ 2.85% |
$1.77M - $1.84M
|
555K
$65.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
15.1K+ 222.06% |
$1.74M - $1.8M
|
21.9K
$2.59M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
15K+ 12.13% |
$1.73M - $1.8M
|
139K
$16.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
15K+ 54.73% |
$1.73M - $1.79M
|
42.4K
$5.01M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
14.6KNew |
$1.68M - $1.74M
|
14.6K
$1.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
14.5K+ 798.95% |
$1.67M - $1.73M
|
16.3K
$1.93M
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
13.8K+ 12.29% |
$1.59M - $1.65M
|
126K
$14.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
13.6KNew |
$1.57M - $1.63M
|
13.6K
$1.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
13.5K+ 55.72% |
$1.55M - $1.61M
|
37.6K
$4.44M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
BUY
|
- |
13.4K+ 32.43% |
$1.54M - $1.6M
|
54.6K
$6.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
13.3K+ 45.61% |
$1.53M - $1.59M
|
42.6K
$5.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
13.2K+ 25.72% |
$1.52M - $1.58M
|
64.6K
$7.64M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
13K+ 5.91% |
$1.5M - $1.56M
|
234K
$27.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
13K+ 120.39% |
$1.49M - $1.55M
|
23.7K
$2.8M
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
BUY
|
- |
12.8K+ 14.37% |
$1.47M - $1.53M
|
102K
$12M
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
12.7K+ 483.46% |
$1.46M - $1.51M
|
15.3K
$1.8M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
12.6K+ 11.04% |
$1.45M - $1.5M
|
127K
$14.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
12.4K+ 41.61% |
$1.43M - $1.49M
|
42.3K
$5M
|