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
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-47- 2.42% |
$5.41K - $5.62K
|
1.9K
$224K
|
|
|
Feb 18, 2025
Q4 2024
|
Unconventional Investor, LLC
|
SELL
|
- |
-50- 1.76% |
$5.75K - $5.98K
|
2.79K
$330K
|
|
|
Jan 14, 2025
Q4 2024
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-55- 1.11% |
$6.33K - $6.58K
|
4.92K
$581K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-55- 3.28% |
$6.33K - $6.58K
|
1.62K
$192K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-57- 2.05% |
$6.56K - $6.81K
|
2.72K
$321K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-70- 1.76% |
$8.06K - $8.37K
|
3.9K
$461K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-73- 24.09% |
$8.4K - $8.73K
|
230
$27.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-73- 10.46% |
$8.4K - $8.73K
|
625
$73.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
SELL
|
- |
-81- 3.66% |
$9.32K - $9.68K
|
2.13K
$252K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-81- 2.98% |
$9.32K - $9.68K
|
2.63K
$311K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-108- 2.37% |
$12.4K - $12.9K
|
4.44K
$525K
|
|
|
Feb 13, 2025
Q4 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-120- 3.16% |
$13.8K - $14.3K
|
3.68K
$435K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-123- 2.34% |
$14.2K - $14.7K
|
5.13K
$606K
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-123- 0.49% |
$14.2K - $14.7K
|
25K
$2.96M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-123- 8.77% |
$14.2K - $14.7K
|
1.28K
$151K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-123- 2.96% |
$14.2K - $14.7K
|
4.03K
$476K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-128- 65.98% |
$14.7K - $15.3K
|
66
$7.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-129- 0.23% |
$14.8K - $15.4K
|
56.5K
$6.68M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-131- 38.87% |
$15.1K - $15.7K
|
206
$24.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-136- 1.78% |
$15.7K - $16.3K
|
7.49K
$885K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-137- 59.05% |
$15.8K - $16.4K
|
95
$11.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-141- 0.91% |
$16.2K - $16.9K
|
15.3K
$1.81M
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-143- 26.29% |
$16.5K - $17.1K
|
401
$47.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-154- 2.0% |
$17.7K - $18.4K
|
7.55K
$892K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-158- 2.09% |
$18.2K - $18.9K
|
7.39K
$873K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-164- 7.81% |
$18.9K - $19.6K
|
1.94K
$229K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-166- 4.13% |
$19.1K - $19.8K
|
3.86K
$455K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-175- 49.44% |
$20.1K - $20.9K
|
179
$21.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-180- 2.55% |
$20.7K - $21.5K
|
6.89K
$814K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-203- 6.21% |
$23.4K - $24.3K
|
3.07K
$362K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-206- 6.71% |
$23.7K - $24.6K
|
2.86K
$338K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellecapital International Ltd.
|
SELL
|
- |
-220- 8.19% |
$25.3K - $26.3K
|
2.47K
$291K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-221- 2.08% |
$25.4K - $26.4K
|
10.4K
$1.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-231- 7.24% |
$26.6K - $27.6K
|
2.96K
$350K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-231- 0.37% |
$26.6K - $27.6K
|
62.5K
$7.38M
|
|
|
Feb 04, 2025
Q4 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-235- 1.02% |
$27K - $28.1K
|
22.7K
$2.69M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-244- 4.03% |
$28.1K - $29.2K
|
5.81K
$687K
|
|
|
Feb 21, 2025
Q4 2024
|
Value Partners Investments Inc.
|
SELL
|
- |
-257- 8.98% |
$29.6K - $30.7K
|
2.61K
$308K
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-258- 0.16% |
$29.7K - $30.8K
|
162K
$19.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-260- 6.85% |
$29.9K - $31.1K
|
3.54K
$418K
|
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-265- 2.49% |
$30.5K - $31.7K
|
10.4K
$1.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-271- 1.57% |
$31.2K - $32.4K
|
16.9K
$2M
|
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-283- 1.36% |
$32.6K - $33.8K
|
20.6K
$2.43M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-289- 8.59% |
$33.3K - $34.5K
|
3.08K
$364K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-306- 87.68% |
$35.2K - $36.6K
|
43
$5.08K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-317- 7.71% |
$36.5K - $37.9K
|
3.79K
$448K
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-331- 2.68% |
$38.1K - $39.6K
|
12K
$1.42M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-359- 1.79% |
$41.3K - $42.9K
|
19.7K
$2.33M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-369- 4.52% |
$42.5K - $44.1K
|
7.8K
$922K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-399- 52.23% |
$45.9K - $47.7K
|
365
$43.1K
|