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 06, 2025
Q4 2024
|
Bellecapital International Ltd.
|
SELL
|
- |
-220- 8.19% |
$25.3K - $26.3K
|
2.47K
$286K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-221- 2.08% |
$25.4K - $26.4K
|
10.4K
$1.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-231- 0.37% |
$26.6K - $27.6K
|
62.5K
$7.24M
|
|
|
Feb 04, 2025
Q4 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-235- 1.02% |
$27K - $28.1K
|
22.7K
$2.64M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-244- 4.03% |
$28.1K - $29.2K
|
5.81K
$673K
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-258- 0.16% |
$29.7K - $30.8K
|
162K
$18.7M
|
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-265- 2.49% |
$30.5K - $31.7K
|
10.4K
$1.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-271- 1.57% |
$31.2K - $32.4K
|
16.9K
$1.96M
|
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-283- 1.36% |
$32.6K - $33.8K
|
20.6K
$2.38M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-289- 8.59% |
$33.3K - $34.5K
|
3.08K
$357K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-306- 87.68% |
$35.2K - $36.6K
|
43
$4.98K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-317- 7.71% |
$36.5K - $37.9K
|
3.79K
$439K
|
|
|
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
$42.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Acas, LLC
|
SELL
|
- |
-418- 17.39% |
$48.1K - $50K
|
1.99K
$230K
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-426- 10.51% |
$49K - $50.9K
|
3.63K
$420K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-452- 54.99% |
$52K - $54K
|
370
$42.9K
|
|
|
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
$269K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-479- 36.82% |
$55.1K - $57.3K
|
822
$95.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-490- 21.82% |
$56.4K - $58.6K
|
1.76K
$203K
|
|
|
Feb 10, 2025
Q4 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-518- 1.01% |
$59.6K - $61.9K
|
50.6K
$5.86M
|
|
|
Jan 13, 2025
Q4 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-586- 9.02% |
$67.4K - $70.1K
|
5.91K
$685K
|
|
|
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
$6.49M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-650- 15.77% |
$74.8K - $77.7K
|
3.47K
$402K
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-651- 2.41% |
$74.9K - $77.8K
|
26.4K
$3.06M
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-681- 22.81% |
$78.4K - $81.4K
|
2.3K
$267K
|
|
|
Jan 31, 2025
Q4 2024
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-781- 9.93% |
$89.9K - $93.4K
|
7.08K
$821K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-789- 15.65% |
$90.8K - $94.3K
|
4.25K
$493K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-807- 16.85% |
$92.9K - $96.5K
|
3.98K
$462K
|
|
|
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
$257K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-867- 30.27% |
$99.8K - $104K
|
2K
$231K
|
|
|
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
$5.32M
|
|
|
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
$400K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1K- 25.0% |
$115K - $120K
|
3K
$348K
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.03K- 28.5% |
$119K - $123K
|
2.58K
$299K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.08K- 5.36% |
$125K - $130K
|
19.1K
$2.22M
|
|
|
Jan 14, 2025
Q4 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-1.12K- 12.67% |
$129K - $134K
|
7.71K
$893K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.15K- 13.35% |
$132K - $137K
|
7.45K
$863K
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.18K- 6.34% |
$135K - $141K
|
17.4K
$2.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-1.24K- 10.53% |
$143K - $149K
|
10.6K
$1.22M
|
|
|
Feb 05, 2025
Q4 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-1.27K- 10.81% |
$146K - $151K
|
10.5K
$1.21M
|
|
|
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
$5.54M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.64K- 27.42% |
$189K - $196K
|
4.34K
$503K
|