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 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-41- 2.05% |
$4.72K - $4.9K
|
1.96K
$228K
|
|
|
Jan 14, 2025
Q4 2024
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-55- 1.11% |
$6.33K - $6.58K
|
4.92K
$571K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-70- 1.76% |
$8.06K - $8.37K
|
3.9K
$453K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-73- 10.46% |
$8.4K - $8.73K
|
625
$72.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-73- 24.09% |
$8.4K - $8.73K
|
230
$26.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
SELL
|
- |
-81- 3.66% |
$9.32K - $9.68K
|
2.13K
$248K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-108- 2.37% |
$12.4K - $12.9K
|
4.44K
$516K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-123- 2.96% |
$14.2K - $14.7K
|
4.03K
$468K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-131- 38.87% |
$15.1K - $15.7K
|
206
$23.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-137- 59.05% |
$15.8K - $16.4K
|
95
$11K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-141- 0.91% |
$16.2K - $16.9K
|
15.3K
$1.78M
|
|
|
Jan 23, 2025
Q4 2024
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-154- 2.0% |
$17.7K - $18.4K
|
7.55K
$877K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-164- 7.81% |
$18.9K - $19.6K
|
1.94K
$225K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-166- 4.13% |
$19.1K - $19.8K
|
3.86K
$448K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-175- 49.44% |
$20.1K - $20.9K
|
179
$20.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-231- 0.37% |
$26.6K - $27.6K
|
62.5K
$7.25M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-244- 4.03% |
$28.1K - $29.2K
|
5.81K
$675K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-271- 1.57% |
$31.2K - $32.4K
|
16.9K
$1.97M
|
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-283- 1.36% |
$32.6K - $33.8K
|
20.6K
$2.39M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-289- 8.59% |
$33.3K - $34.5K
|
3.08K
$357K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-317- 7.71% |
$36.5K - $37.9K
|
3.79K
$440K
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-331- 2.68% |
$38.1K - $39.6K
|
12K
$1.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-359- 1.79% |
$41.3K - $42.9K
|
19.7K
$2.29M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-399- 52.23% |
$45.9K - $47.7K
|
365
$42.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-452- 54.99% |
$52K - $54K
|
370
$43K
|
|
|
Jan 16, 2025
Q4 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-458- 0.5% |
$52.7K - $54.8K
|
91.3K
$10.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-460- 16.53% |
$52.9K - $55K
|
2.32K
$270K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-479- 36.82% |
$55.1K - $57.3K
|
822
$95.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-586- 9.02% |
$67.4K - $70.1K
|
5.91K
$686K
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-619- 18.18% |
$71.2K - $74K
|
2.79K
$323K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-647- 1.14% |
$74.5K - $77.3K
|
56K
$6.51M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-650- 15.77% |
$74.8K - $77.7K
|
3.47K
$403K
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-651- 2.41% |
$74.9K - $77.8K
|
26.4K
$3.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-781- 9.93% |
$89.9K - $93.4K
|
7.08K
$822K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-789- 15.65% |
$90.8K - $94.3K
|
4.25K
$494K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-807- 16.85% |
$92.9K - $96.5K
|
3.98K
$463K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-807- 3.55% |
$92.9K - $96.5K
|
21.9K
$2.54M
|
|
|
Jan 28, 2025
Q4 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-852- 27.74% |
$98K - $102K
|
2.22K
$258K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-867- 30.27% |
$99.8K - $104K
|
2K
$232K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-883- 5.03% |
$102K - $106K
|
16.7K
$1.93M
|
|
|
Jan 28, 2025
Q4 2024
|
Dock Street Asset Management Inc
|
SELL
|
- |
-884- 1.89% |
$102K - $106K
|
45.9K
$5.34M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-977- 28.67% |
$112K - $117K
|
2.43K
$282K
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-983- 22.14% |
$113K - $118K
|
3.46K
$401K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1K- 25.0% |
$115K - $120K
|
3K
$348K
|
|
|
Jan 14, 2025
Q4 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-1.12K- 12.67% |
$129K - $134K
|
7.71K
$895K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.15K- 13.35% |
$132K - $137K
|
7.45K
$865K
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.18K- 6.34% |
$135K - $141K
|
17.4K
$2.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-1.24K- 10.53% |
$143K - $149K
|
10.6K
$1.23M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1.62K- 12.04% |
$186K - $193K
|
11.8K
$1.37M
|
|
|
Jan 17, 2025
Q4 2024
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-1.63K- 3.3% |
$188K - $195K
|
47.8K
$5.55M
|