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 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.27K+ 5.32% |
$146K - $152K
|
25.1K
$2.97M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
1.2K+ 1.4% |
$138K - $143K
|
86.6K
$10.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.14K+ 3.6% |
$131K - $136K
|
32.8K
$3.87M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.1K+ 23.17% |
$126K - $131K
|
5.84K
$690K
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
1.09K+ 1.4% |
$125K - $130K
|
78.8K
$9.31M
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.07K+ 1.47% |
$123K - $128K
|
73.8K
$8.72M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.02K+ 50.65% |
$117K - $122K
|
3.03K
$357K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
979+ 1.83% |
$113K - $117K
|
54.5K
$6.44M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
911+ 9.76% |
$105K - $109K
|
10.2K
$1.21M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
910+ 6.42% |
$105K - $109K
|
15.1K
$1.78M
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
884+ 46.97% |
$102K - $106K
|
2.77K
$327K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
865+ 4.39% |
$99.5K - $103K
|
20.6K
$2.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
847+ 19.65% |
$97.5K - $101K
|
5.16K
$609K
|
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
800+ 32.45% |
$92.1K - $95.6K
|
3.27K
$386K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
765New |
$88K - $91.5K
|
765
$90.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
710+ 1.9% |
$81.7K - $84.9K
|
38.1K
$4.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
707+ 34.78% |
$81.4K - $84.5K
|
2.74K
$324K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
664+ 8.75% |
$76.4K - $79.4K
|
8.25K
$975K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
661+ 2.8% |
$76.1K - $79K
|
24.3K
$2.87M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
658+ 11.0% |
$75.7K - $78.7K
|
6.64K
$785K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
658+ 1.62% |
$75.7K - $78.7K
|
41.3K
$4.88M
|
|
|
Jan 23, 2025
Q4 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
653+ 2.64% |
$75.1K - $78.1K
|
25.4K
$3M
|
|
|
Jan 29, 2025
Q4 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
630+ 20.2% |
$72.5K - $75.3K
|
3.75K
$443K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
619+ 3.2% |
$71.2K - $74K
|
20K
$2.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
615+ 74.73% |
$70.8K - $73.5K
|
1.44K
$170K
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
579+ 19.12% |
$66.6K - $69.2K
|
3.61K
$426K
|
|
|
Feb 10, 2025
Q4 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
564+ 16.88% |
$64.9K - $67.4K
|
3.91K
$461K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
551New |
$63.4K - $65.9K
|
551
$65.1K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
541+ 92.01% |
$62.3K - $64.7K
|
1.13K
$133K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
534New |
$61.5K - $63.8K
|
534
$63.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
533New |
$61.3K - $63.7K
|
533
$63K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
514+ 8.46% |
$59.2K - $61.4K
|
6.59K
$779K
|
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
500+ 18.37% |
$57.5K - $59.8K
|
3.22K
$381K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
490+ 13.36% |
$56.4K - $58.6K
|
4.16K
$491K
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
460+ 14.11% |
$52.9K - $55K
|
3.72K
$440K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
444+ 4.66% |
$51.1K - $53.1K
|
9.96K
$1.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
440New |
$50.6K - $52.6K
|
440
$52K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
404+ 2693.33% |
$46.5K - $48.3K
|
419
$49.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
401+ 2.55% |
$46.1K - $47.9K
|
16.1K
$1.9M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
384New |
$44.2K - $45.9K
|
384
$45.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
384+ 2.14% |
$44.2K - $45.9K
|
18.3K
$2.16M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
372+ 4.8% |
$42.8K - $44.5K
|
8.12K
$959K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
370New |
$42.6K - $44.2K
|
370
$43.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
350+ 2.62% |
$40.3K - $41.8K
|
13.7K
$1.62M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
349+ 0.12% |
$40.2K - $41.7K
|
299K
$35.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
349+ 1.75% |
$40.2K - $41.7K
|
20.3K
$2.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
345+ 6.07% |
$39.7K - $41.2K
|
6.03K
$713K
|
|
|
Feb 14, 2025
Q4 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
339+ 150.0% |
$39K - $40.5K
|
565
$66.7K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
337+ 86.19% |
$38.8K - $40.3K
|
728
$86K
|
|
|
Jan 28, 2025
Q4 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
332+ 1.49% |
$38.2K - $39.7K
|
22.7K
$2.68M
|