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 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
4.18K+ 14.42% |
$481K - $499K
|
33.1K
$3.85M
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
3.88KNew |
$446K - $464K
|
3.88K
$450K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
3.81K+ 8.4% |
$438K - $455K
|
49.1K
$5.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3.27KNew |
$376K - $391K
|
3.27K
$380K
|
|
|
Jan 17, 2025
Q4 2024
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
3KNew |
$345K - $359K
|
3K
$348K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.79K+ 7.0% |
$320K - $333K
|
42.6K
$4.95M
|
|
|
Jan 14, 2025
Q4 2024
|
Community Trust & Investment CO
|
BUY
|
- |
2.68K+ 8.32% |
$308K - $320K
|
34.9K
$4.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2.63K+ 7.87% |
$302K - $314K
|
36K
$4.18M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
2.62K+ 4.45% |
$301K - $313K
|
61.4K
$7.13M
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
2.5K+ 5.57% |
$287K - $298K
|
47.3K
$5.49M
|
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
2.21KNew |
$255K - $265K
|
2.21K
$257K
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
2.09K+ 37.04% |
$241K - $250K
|
7.74K
$899K
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
2.08KNew |
$240K - $249K
|
2.08K
$242K
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2.01KNew |
$231K - $240K
|
2.01K
$233K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
1.93KNew |
$222K - $231K
|
1.93K
$224K
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.89K+ 12.02% |
$217K - $226K
|
17.6K
$2.04M
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.87K+ 18.31% |
$215K - $224K
|
12.1K
$1.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
1.82K+ 11.62% |
$209K - $217K
|
17.4K
$2.03M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.77K+ 26.43% |
$204K - $211K
|
8.46K
$983K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.76KNew |
$202K - $210K
|
1.76K
$204K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.71K+ 48.51% |
$197K - $205K
|
5.25K
$609K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.69K+ 1.23% |
$195K - $202K
|
139K
$16.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1.66K+ 74.55% |
$191K - $199K
|
3.89K
$452K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1.61K+ 5.35% |
$185K - $192K
|
31.6K
$3.67M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
1.59K+ 27.96% |
$183K - $190K
|
7.26K
$843K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
1.54K+ 64.33% |
$177K - $184K
|
3.93K
$457K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
BUY
|
- |
1.54K+ 2.57% |
$177K - $184K
|
61.3K
$7.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
1.51K+ 0.71% |
$174K - $181K
|
215K
$25M
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
BUY
|
- |
1.51K+ 60.97% |
$174K - $180K
|
3.98K
$463K
|
|
|
Jan 14, 2025
Q4 2024
|
Edge Wealth Management LLC
|
BUY
|
- |
1.51K+ 6.44% |
$173K - $180K
|
24.9K
$2.89M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.4K+ 32.03% |
$161K - $167K
|
5.76K
$668K
|
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
1.33K+ 18.34% |
$152K - $158K
|
8.55K
$993K
|
|
|
Jan 17, 2025
Q4 2024
|
Mirabaud & Cie Sa
Geneva, V8 |
BUY
|
- |
1.32K+ 1.13% |
$152K - $158K
|
118K
$13.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.27K+ 5.32% |
$146K - $152K
|
25.1K
$2.92M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
1.2K+ 1.4% |
$138K - $143K
|
86.6K
$10.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.14K+ 3.6% |
$131K - $136K
|
32.8K
$3.81M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.1K+ 23.17% |
$126K - $131K
|
5.84K
$679K
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
1.09K+ 1.4% |
$125K - $130K
|
78.8K
$9.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.02K+ 50.65% |
$117K - $122K
|
3.03K
$351K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
910+ 6.42% |
$105K - $109K
|
15.1K
$1.75M
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
884+ 46.97% |
$102K - $106K
|
2.77K
$321K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
865+ 4.39% |
$99.5K - $103K
|
20.6K
$2.39M
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
710+ 1.9% |
$81.7K - $84.9K
|
38.1K
$4.43M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
658+ 11.0% |
$75.7K - $78.7K
|
6.64K
$771K
|
|
|
Jan 23, 2025
Q4 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
653+ 2.64% |
$75.1K - $78.1K
|
25.4K
$2.95M
|
|
|
Jan 29, 2025
Q4 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
630+ 20.2% |
$72.5K - $75.3K
|
3.75K
$435K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
619+ 3.2% |
$71.2K - $74K
|
20K
$2.32M
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
579+ 19.12% |
$66.6K - $69.2K
|
3.61K
$419K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
551New |
$63.4K - $65.9K
|
551
$64K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
534New |
$61.5K - $63.8K
|
534
$62K
|