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 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
12.3K+ 179.75% |
$1.42M - $1.47M
|
19.1K
$2.26M
|
|
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
12.1KNew |
$1.4M - $1.45M
|
12.1K
$1.43M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
12.1K+ 641.54% |
$1.39M - $1.44M
|
13.9K
$1.65M
|
|
|
Feb 03, 2025
Q4 2024
|
Verger Capital Management LLC
|
BUY
|
- |
12K+ 412.07% |
$1.38M - $1.43M
|
14.9K
$1.75M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
11.8K+ 9.69% |
$1.36M - $1.41M
|
134K
$15.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
11.8KNew |
$1.36M - $1.41M
|
11.8K
$1.39M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
11.5K+ 3.19% |
$1.33M - $1.38M
|
373K
$44.1M
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
11.2K+ 31.9% |
$1.29M - $1.34M
|
46.3K
$5.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
11.1K+ 190.19% |
$1.27M - $1.32M
|
16.9K
$1.99M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
10.8KNew |
$1.24M - $1.29M
|
10.8K
$1.27M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
10.2K+ 29.64% |
$1.18M - $1.22M
|
44.8K
$5.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
9.96K+ 5354.84% |
$1.15M - $1.19M
|
10.1K
$1.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
9.64K+ 2.67% |
$1.11M - $1.15M
|
371K
$43.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Newport Capital Group, LLC
|
BUY
|
- |
9.63K+ 37.04% |
$1.11M - $1.15M
|
35.6K
$4.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9.63K+ 33.41% |
$1.11M - $1.15M
|
38.5K
$4.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
9.37KNew |
$1.08M - $1.12M
|
9.37K
$1.11M
|
|
|
Jan 31, 2025
Q4 2024
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
9.29KNew |
$1.07M - $1.11M
|
9.29K
$1.1M
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
9.27KNew |
$1.07M - $1.11M
|
9.27K
$1.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
9.24K+ 13.58% |
$1.06M - $1.11M
|
77.3K
$9.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
8.63KNew |
$993K - $1.03M
|
8.63K
$1.02M
|
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
8.51K+ 272.23% |
$979K - $1.02M
|
11.6K
$1.37M
|
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
BUY
|
- |
8.41K+ 4.25% |
$967K - $1M
|
206K
$24.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
8.28K+ 7140.52% |
$953K - $990K
|
8.4K
$992K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
8.03KNew |
$925K - $960K
|
8.03K
$949K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
7.79K+ 108.67% |
$897K - $932K
|
15K
$1.77M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.68K+ 16.7% |
$884K - $918K
|
53.6K
$6.34M
|
|
|
Feb 13, 2025
Q4 2024
|
F
|
BUY
|
- |
7.63KNew |
$877K - $912K
|
7.63K
$901K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.62K+ 62.65% |
$877K - $911K
|
19.8K
$2.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
7.58KNew |
$872K - $906K
|
7.58K
$895K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
7.54K+ 20.12% |
$867K - $901K
|
45K
$5.32M
|
|
|
Apr 07, 2025
Q4 2024
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
BUY
|
- |
7.5KNew |
$863K - $897K
|
7.5K
$886K
|
|
|
Feb 12, 2025
Q4 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
7.35K+ 15.21% |
$846K - $879K
|
55.7K
$6.58M
|
|
|
Jan 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
7.18K+ 18.14% |
$826K - $858K
|
46.8K
$5.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
7.17K+ 78.83% |
$825K - $857K
|
16.3K
$1.92M
|
|
|
Feb 14, 2025
Q4 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
7.12K+ 5.18% |
$820K - $852K
|
145K
$17.1M
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
7.1KNew |
$816K - $848K
|
7.1K
$838K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
6.83K+ 12.73% |
$786K - $816K
|
60.4K
$7.14M
|
|
|
Feb 06, 2025
Q4 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
6.68K+ 1.98% |
$768K - $798K
|
345K
$40.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
6.67KNew |
$768K - $798K
|
6.67K
$788K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
6.61K+ 156.77% |
$760K - $790K
|
10.8K
$1.28M
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
6.18K+ 116.84% |
$711K - $739K
|
11.5K
$1.36M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
6.16K+ 96.4% |
$708K - $736K
|
12.5K
$1.48M
|
|
|
Jan 22, 2025
Q4 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
5.78K+ 2.54% |
$666K - $691K
|
234K
$27.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
5.72K+ 0.53% |
$658K - $683K
|
1.08M
$127M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.66K+ 171.15% |
$651K - $677K
|
8.97K
$1.06M
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
5.64K+ 339.67% |
$649K - $675K
|
7.3K
$863K
|
|
|
Jan 30, 2025
Q4 2024
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
5.61K+ 11.44% |
$645K - $670K
|
54.6K
$6.46M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
5.33KNew |
$614K - $638K
|
5.33K
$630K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
5.32K+ 8.87% |
$612K - $636K
|
65.3K
$7.71M
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
BUY
|
- |
5.3K+ 5.74% |
$610K - $634K
|
97.6K
$11.5M
|