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 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
47+ 0.25% |
$5.41K - $5.62K
|
18.8K
$2.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
46+ 0.17% |
$5.29K - $5.5K
|
26.7K
$3.16M
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
44+ 91.67% |
$5.06K - $5.26K
|
92
$10.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
44+ 0.68% |
$5.06K - $5.26K
|
6.52K
$770K
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
42+ 0.11% |
$4.83K - $5.02K
|
39.3K
$4.65M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
38+ 1.24% |
$4.37K - $4.54K
|
3.11K
$368K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
36New |
$4.14K - $4.3K
|
36
$4.25K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
31New |
$3.57K - $3.71K
|
31
$3.66K
|
|
|
Feb 13, 2025
Q4 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
29+ 0.82% |
$3.34K - $3.47K
|
3.58K
$423K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
25+ 0.51% |
$2.88K - $2.99K
|
4.92K
$581K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
25New |
$2.88K - $2.99K
|
25
$2.95K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
23+ 1.55% |
$2.65K - $2.75K
|
1.51K
$178K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
20+ 10.2% |
$2.3K - $2.39K
|
216
$25.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
18New |
$2.07K - $2.15K
|
18
$2.13K
|
|
|
Feb 20, 2025
Q4 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
18+ 0.81% |
$2.07K - $2.15K
|
2.23K
$263K
|
|
|
Feb 04, 2025
Q4 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
18+ 0.43% |
$2.07K - $2.15K
|
4.24K
$501K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
16+ 0.78% |
$1.84K - $1.91K
|
2.07K
$244K
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
16+ 0.93% |
$1.84K - $1.91K
|
1.73K
$205K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
15+ 5.1% |
$1.73K - $1.79K
|
309
$36.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
13New |
$1.5K - $1.55K
|
13
$1.54K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
11+ 3.33% |
$1.27K - $1.32K
|
341
$40.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
10+ 0.8% |
$1.15K - $1.2K
|
1.27K
$150K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
9+ 7.76% |
$1.04K - $1.08K
|
125
$14.8K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
9New |
$1.04K - $1.08K
|
9
$1.06K
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
9+ 0.37% |
$1.04K - $1.08K
|
2.43K
$287K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
7+ 0.24% |
$806 - $837
|
2.91K
$344K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
6New |
$690 - $717
|
6
$709
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
6New |
$690 - $717
|
6
$709
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
6+ 1.1% |
$690 - $717
|
549
$64.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
6New |
$690 - $717
|
6
$709
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6+ 22.22% |
$690 - $717
|
33
$3.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5+ 1.34% |
$575 - $598
|
377
$44.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2New |
$230 - $239
|
2
$236
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
2New |
$230 - $239
|
2
$236
|
|
|
Feb 11, 2025
Q4 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
1+ 0.04% |
$115 - $120
|
2.54K
$300K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-3- 75.0% |
$345 - $359
|
1
$118
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-5- 2.28% |
$575 - $598
|
214
$25.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-7- 0.08% |
$806 - $837
|
8.55K
$1.01M
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-10- 0.55% |
$1.15K - $1.2K
|
1.82K
$215K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-14- 0.01% |
$1.61K - $1.67K
|
114K
$13.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-18- 0.35% |
$2.07K - $2.15K
|
5.07K
$599K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-20- 28.99% |
$2.3K - $2.39K
|
49
$5.79K
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-25- 0.17% |
$2.88K - $2.99K
|
14.6K
$1.72M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-27- 32.93% |
$3.11K - $3.23K
|
55
$6.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-33- 1.57% |
$3.8K - $3.95K
|
2.07K
$244K
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-34- 0.37% |
$3.91K - $4.06K
|
9.2K
$1.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-34- 54.84% |
$3.91K - $4.06K
|
28
$3.31K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-41- 2.39% |
$4.72K - $4.9K
|
1.68K
$198K
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-41- 2.05% |
$4.72K - $4.9K
|
1.96K
$232K
|
|
|
Feb 14, 2025
Q4 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-41- 0.71% |
$4.72K - $4.9K
|
5.7K
$673K
|