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 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
500+ 18.37% |
$57.5K - $59.8K
|
3.22K
$374K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
490+ 13.36% |
$56.4K - $58.6K
|
4.16K
$483K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
444+ 4.66% |
$51.1K - $53.1K
|
9.96K
$1.16M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
404+ 2693.33% |
$46.5K - $48.3K
|
419
$48.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
401+ 2.55% |
$46.1K - $47.9K
|
16.1K
$1.87M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
372+ 4.8% |
$42.8K - $44.5K
|
8.12K
$943K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
350+ 2.62% |
$40.3K - $41.8K
|
13.7K
$1.59M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
349+ 1.75% |
$40.2K - $41.7K
|
20.3K
$2.35M
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
345+ 6.07% |
$39.7K - $41.2K
|
6.03K
$701K
|
|
|
Jan 28, 2025
Q4 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
332+ 1.49% |
$38.2K - $39.7K
|
22.7K
$2.63M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
279+ 0.22% |
$32.1K - $33.4K
|
128K
$14.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
272+ 5.27% |
$31.3K - $32.5K
|
5.43K
$631K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
255+ 5.21% |
$29.3K - $30.5K
|
5.15K
$598K
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
242+ 1.44% |
$27.8K - $28.9K
|
17.1K
$1.98M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
235New |
$27K - $28.1K
|
235
$27.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
235+ 4.67% |
$27K - $28.1K
|
5.27K
$612K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
207+ 3.32% |
$23.8K - $24.7K
|
6.44K
$748K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
172+ 2.63% |
$19.8K - $20.6K
|
6.71K
$779K
|
|
|
Jan 31, 2025
Q4 2024
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
170+ 6.22% |
$19.6K - $20.3K
|
2.91K
$337K
|
|
|
Jan 10, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
149+ 0.38% |
$17.1K - $17.8K
|
39.3K
$4.56M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
145+ 76.72% |
$16.7K - $17.3K
|
334
$38.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
116+ 5.05% |
$13.3K - $13.9K
|
2.41K
$280K
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
BUY
|
- |
110+ 3.41% |
$12.7K - $13.2K
|
3.34K
$388K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
106+ 5.47% |
$12.2K - $12.7K
|
2.04K
$237K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
99+ 1.25% |
$11.4K - $11.8K
|
8.03K
$933K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
98+ 138.03% |
$11.3K - $11.7K
|
169
$19.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
69+ 1.71% |
$7.94K - $8.25K
|
4.11K
$477K
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
69+ 1.72% |
$7.94K - $8.25K
|
4.08K
$474K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
64+ 2.93% |
$7.37K - $7.65K
|
2.25K
$261K
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
55+ 3.23% |
$6.33K - $6.58K
|
1.76K
$204K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
54New |
$6.21K - $6.46K
|
54
$6.27K
|
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
BUY
|
- |
53+ 0.95% |
$6.1K - $6.34K
|
5.66K
$657K
|
|
|
Jan 23, 2025
Q4 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
51+ 2.51% |
$5.87K - $6.1K
|
2.09K
$242K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
49+ 0.66% |
$5.64K - $5.86K
|
7.48K
$869K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
47+ 0.25% |
$5.41K - $5.62K
|
18.8K
$2.18M
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
47+ 4.03% |
$5.41K - $5.62K
|
1.21K
$141K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
44+ 91.67% |
$5.06K - $5.26K
|
92
$10.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
44+ 0.68% |
$5.06K - $5.26K
|
6.52K
$757K
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
38+ 1.24% |
$4.37K - $4.54K
|
3.11K
$362K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
15+ 5.1% |
$1.73K - $1.79K
|
309
$35.9K
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
9+ 0.37% |
$1.04K - $1.08K
|
2.43K
$282K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
7+ 0.24% |
$806 - $837
|
2.91K
$338K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
6New |
$690 - $717
|
6
$697
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2New |
$230 - $239
|
2
$232
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-3- 75.0% |
$345 - $359
|
1
$116
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-10- 0.55% |
$1.15K - $1.2K
|
1.82K
$211K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-14- 0.01% |
$1.61K - $1.67K
|
114K
$13.2M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-27- 32.93% |
$3.11K - $3.23K
|
55
$6.39K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-34- 54.84% |
$3.91K - $4.06K
|
28
$3.25K
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-34- 0.37% |
$3.91K - $4.06K
|
9.2K
$1.07M
|