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 13, 2025
Q4 2024
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
2.56KNew |
$294K - $306K
|
2.56K
$302K
|
|
|
Feb 13, 2025
Q4 2024
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
2.55KNew |
$293K - $305K
|
2.55K
$301K
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
2.5K+ 5.57% |
$287K - $298K
|
47.3K
$5.59M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.46K+ 6.15% |
$283K - $294K
|
42.5K
$5.02M
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
2.42K+ 9.67% |
$279K - $290K
|
27.5K
$3.25M
|
|
|
Feb 12, 2025
Q4 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
2.41KNew |
$278K - $288K
|
2.41K
$285K
|
|
|
Feb 11, 2025
Q4 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
2.41K+ 100.75% |
$277K - $288K
|
4.8K
$567K
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
2.3KNew |
$264K - $274K
|
2.3K
$271K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.26KNew |
$260K - $270K
|
2.26K
$267K
|
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
2.21KNew |
$255K - $265K
|
2.21K
$261K
|
|
|
Feb 10, 2025
Q4 2024
|
ETF Store, Inc.
|
BUY
|
- |
2.11K+ 8.76% |
$243K - $252K
|
26.2K
$3.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
2.1K+ 3.82% |
$242K - $251K
|
57.1K
$6.74M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
2.09K+ 37.04% |
$241K - $250K
|
7.74K
$915K
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
2.08KNew |
$240K - $249K
|
2.08K
$246K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
2.05KNew |
$236K - $245K
|
2.05K
$242K
|
|
|
Feb 10, 2025
Q4 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
2.04KNew |
$234K - $243K
|
2.04K
$241K
|
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
2.01K+ 6.08% |
$232K - $241K
|
35.1K
$4.15M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2.01KNew |
$231K - $240K
|
2.01K
$237K
|
|
|
Feb 18, 2025
Q4 2024
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
1.98KNew |
$228K - $237K
|
1.98K
$234K
|
|
|
Feb 13, 2025
Q4 2024
|
Kdk Private Wealth Management, LLC
Houston, TX |
BUY
|
- |
1.94KNew |
$223K - $231K
|
1.94K
$229K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
1.93KNew |
$222K - $231K
|
1.93K
$228K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.9K+ 44.84% |
$219K - $228K
|
6.15K
$727K
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.89K+ 12.02% |
$217K - $226K
|
17.6K
$2.08M
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
1.89KNew |
$217K - $226K
|
1.89K
$223K
|
|
|
Feb 07, 2025
Q4 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.88K+ 21.18% |
$216K - $224K
|
10.7K
$1.27M
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.87K+ 18.31% |
$215K - $224K
|
12.1K
$1.43M
|
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
1.87K+ 1.66% |
$215K - $223K
|
114K
$13.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
1.82K+ 11.62% |
$209K - $217K
|
17.4K
$2.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.8K+ 14.01% |
$207K - $215K
|
14.6K
$1.73M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.77K+ 26.43% |
$204K - $211K
|
8.46K
$1M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.76KNew |
$202K - $210K
|
1.76K
$207K
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
1.74KNew |
$200K - $208K
|
1.74K
$206K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.71K+ 48.51% |
$197K - $205K
|
5.25K
$620K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.69K+ 1.23% |
$195K - $202K
|
139K
$16.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1.66K+ 74.55% |
$191K - $199K
|
3.89K
$459K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1.61K+ 5.35% |
$185K - $192K
|
31.6K
$3.74M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
1.59K+ 27.96% |
$183K - $190K
|
7.26K
$858K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
1.56K+ 3.54% |
$180K - $187K
|
45.6K
$5.39M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
1.54K+ 64.33% |
$177K - $184K
|
3.93K
$465K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
BUY
|
- |
1.54K+ 2.57% |
$177K - $184K
|
61.3K
$7.24M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.52K+ 2.89% |
$175K - $182K
|
54.3K
$6.41M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
1.51K+ 0.71% |
$174K - $181K
|
215K
$25.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
1.51K+ 1.62% |
$174K - $181K
|
95.1K
$11.2M
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
BUY
|
- |
1.51K+ 60.97% |
$174K - $180K
|
3.98K
$471K
|
|
|
Jan 14, 2025
Q4 2024
|
Edge Wealth Management LLC
|
BUY
|
- |
1.51K+ 6.44% |
$173K - $180K
|
24.9K
$2.94M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
1.4K+ 1.36% |
$161K - $167K
|
104K
$12.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.4K+ 32.03% |
$161K - $167K
|
5.76K
$680K
|
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
1.33K+ 18.34% |
$152K - $158K
|
8.55K
$1.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Mirabaud & Cie Sa
Geneva, V8 |
BUY
|
- |
1.32K+ 1.13% |
$152K - $158K
|
118K
$13.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.32K+ 26.81% |
$151K - $157K
|
6.22K
$735K
|