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 28, 2025
Q4 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-3.17K- 9.8% |
$365K - $379K
|
29.2K
$3.36M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-3.36K- 65.46% |
$387K - $402K
|
1.77K
$204K
|
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-3.37K- 9.51% |
$388K - $403K
|
32K
$3.69M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.51K- 24.34% |
$404K - $420K
|
10.9K
$1.26M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-3.59K- 35.39% |
$413K - $429K
|
6.56K
$755K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.63K- 28.89% |
$418K - $434K
|
8.94K
$1.03M
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-3.67K- 32.31% |
$422K - $439K
|
7.69K
$886K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-3.77K- 17.84% |
$433K - $450K
|
17.3K
$2M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-4.2K- 61.45% |
$483K - $502K
|
2.64K
$304K
|
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
SELL
|
- |
-4.38K- 13.41% |
$504K - $524K
|
28.3K
$3.26M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-4.54K- 39.17% |
$522K - $543K
|
7.05K
$812K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-5.73K- 19.14% |
$659K - $685K
|
24.2K
$2.79M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-6.09K- 8.74% |
$701K - $728K
|
63.6K
$7.33M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-7.09K- 2.87% |
$816K - $848K
|
240K
$27.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-7.12K- 19.08% |
$820K - $852K
|
30.2K
$3.48M
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
SELL
|
- |
-7.45K- 17.51% |
$858K - $891K
|
35.1K
$4.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-7.47K- 21.62% |
$860K - $893K
|
27.1K
$3.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-7.6K- 38.34% |
$874K - $908K
|
12.2K
$1.41M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-7.99K- 25.2% |
$920K - $956K
|
23.7K
$2.73M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-8.5K- 36.51% |
$978K - $1.02M
|
14.8K
$1.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-8.58K- 5.55% |
$987K - $1.03M
|
146K
$16.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-8.78K- 16.58% |
$1.01M - $1.05M
|
44.2K
$5.09M
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-8.96K- 59.55% |
$1.03M - $1.07M
|
6.08K
$701K
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-8.98K- 18.9% |
$1.03M - $1.07M
|
38.5K
$4.44M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-9.03K- 69.05% |
$1.04M - $1.08M
|
4.05K
$466K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-9.12K- 23.31% |
$1.05M - $1.09M
|
30K
$3.46M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-9.2K- 97.45% |
$1.06M - $1.1M
|
241
$27.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
SELL
|
- |
-9.79K- 5.68% |
$1.13M - $1.17M
|
163K
$18.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-10K- 69.16% |
$1.16M - $1.2M
|
4.48K
$516K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-10.1K- 94.78% |
$1.16M - $1.21M
|
557
$64.2K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-10.4K- 33.43% |
$1.2M - $1.25M
|
20.8K
$2.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-10.5K- 58.7% |
$1.21M - $1.26M
|
7.42K
$855K
|
|
|
Jan 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-12.1K- 49.45% |
$1.39M - $1.45M
|
12.4K
$1.42M
|
|
|
Feb 12, 2025
Q4 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-12.6K- 11.56% |
$1.45M - $1.51M
|
96.4K
$11.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-13.3K- 66.03% |
$1.53M - $1.59M
|
6.84K
$788K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-14.2K- 18.05% |
$1.63M - $1.69M
|
64.3K
$7.41M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-15.3K- 64.98% |
$1.77M - $1.83M
|
8.27K
$953K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-16.8K- 25.09% |
$1.93M - $2.01M
|
50.2K
$5.78M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-18.2K- 68.52% |
$2.1M - $2.18M
|
8.38K
$965K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-20.4K- 31.44% |
$2.35M - $2.44M
|
44.5K
$5.13M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-20.5K- 88.95% |
$2.36M - $2.45M
|
2.55K
$294K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-22.2K- 35.16% |
$2.56M - $2.66M
|
41K
$4.72M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-22.5K- 12.01% |
$2.59M - $2.69M
|
165K
$19M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-24K- 11.4% |
$2.76M - $2.87M
|
186K
$21.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-24.6K- 0.59% |
$2.84M - $2.95M
|
4.17M
$480M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-27.4K- 5.88% |
$3.15M - $3.27M
|
438K
$50.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-28.4K- 30.69% |
$3.27M - $3.39M
|
64.1K
$7.39M
|
|
|
Jan 31, 2025
Q4 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-31.8K- 43.56% |
$3.66M - $3.8M
|
41.2K
$4.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-32K- 17.19% |
$3.68M - $3.82M
|
154K
$17.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Hilton Capital Management, LLC
|
SELL
|
- |
-36K- 21.73% |
$4.14M - $4.3M
|
130K
$14.9M
|