Purchases and Sales Made in Q1 2025 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 Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-780- 10.47% |
$89.4K - $92.1K
|
6.67K
$789K
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-804- 13.33% |
$92.1K - $95K
|
5.23K
$619K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-806- 1.03% |
$92.3K - $95.2K
|
77.6K
$9.19M
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-823- 45.29% |
$94.3K - $97.2K
|
994
$118K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-824- 1.47% |
$94.4K - $97.3K
|
55.2K
$6.54M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-840- 9.94% |
$96.2K - $99.2K
|
7.61K
$901K
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-887- 29.98% |
$102K - $105K
|
2.07K
$245K
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-943- 5.03% |
$108K - $111K
|
17.8K
$2.11M
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-1K- 26.85% |
$115K - $118K
|
2.72K
$322K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.13K- 2.55% |
$129K - $133K
|
43.1K
$5.1M
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-1.14K- 39.02% |
$130K - $134K
|
1.77K
$210K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-1.17K- 5.94% |
$134K - $138K
|
18.6K
$2.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Bank
|
SELL
|
- |
-1.2K- 14.51% |
$137K - $142K
|
7.07K
$837K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.2K- 34.56% |
$138K - $142K
|
2.28K
$270K
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1.21K- 10.22% |
$138K - $143K
|
10.6K
$1.26M
|
|
|
Apr 16, 2025
Q1 2025
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-1.3K- 0.89% |
$149K - $154K
|
145K
$17.1M
|
|
|
May 14, 2025
Q1 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-1.34K- 4.9% |
$154K - $158K
|
26K
$3.08M
|
|
|
Apr 11, 2025
Q1 2025
|
Hoese & CO LLP
|
SELL
|
- |
-1.37K- 0.72% |
$157K - $162K
|
189K
$22.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-1.4K- 13.42% |
$161K - $166K
|
9.06K
$1.07M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-1.41K- 5.84% |
$162K - $167K
|
22.8K
$2.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-1.43K- 19.05% |
$163K - $169K
|
6.06K
$717K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.43K- 3.43% |
$164K - $169K
|
40.3K
$4.77M
|
|
|
May 14, 2025
Q1 2025
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-1.45K- 14.74% |
$166K - $171K
|
8.36K
$989K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.45K- 9.82% |
$166K - $171K
|
13.3K
$1.58M
|
|
|
Apr 25, 2025
Q1 2025
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-1.54K- 2.5% |
$176K - $181K
|
60K
$7.1M
|
|
|
May 05, 2025
Q1 2025
|
ETF Store, Inc.
|
SELL
|
- |
-1.54K- 5.9% |
$177K - $182K
|
24.6K
$2.92M
|
|
|
Apr 30, 2025
Q1 2025
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-1.65K- 29.91% |
$189K - $195K
|
3.86K
$457K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.69K- 38.97% |
$194K - $200K
|
2.65K
$313K
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
SELL
|
- |
-1.76K- 1.8% |
$202K - $208K
|
95.9K
$11.3M
|
|
|
May 06, 2025
Q1 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-1.77K- 21.09% |
$202K - $209K
|
6.61K
$783K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1.78K- 5.63% |
$204K - $210K
|
29.9K
$3.53M
|
|
|
May 08, 2025
Q1 2025
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-1.88K- 2.06% |
$215K - $222K
|
89.4K
$10.6M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.92K- 3.53% |
$219K - $226K
|
52.3K
$6.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-1.93K- 15.99% |
$221K - $227K
|
10.1K
$1.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-1.99K- 18.84% |
$228K - $235K
|
8.58K
$1.01M
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-2.04K- 38.69% |
$233K - $241K
|
3.23K
$382K
|
|
|
Apr 17, 2025
Q1 2025
|
Newport Capital Group, LLC
|
SELL
|
- |
-2.08K- 5.85% |
$239K - $246K
|
33.6K
$3.97M
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
SELL
|
- |
-2.12K- 5.2% |
$242K - $250K
|
38.6K
$4.57M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.15K- 53.41% |
$247K - $254K
|
1.88K
$222K
|
|
|
May 14, 2025
Q1 2025
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-2.27K- 58.04% |
$260K - $268K
|
1.64K
$194K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-2.35K- 2.85% |
$269K - $277K
|
80.1K
$9.48M
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-2.52K- 38.39% |
$288K - $297K
|
4.04K
$478K
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-2.53K- 13.24% |
$290K - $299K
|
16.6K
$1.97M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.55K- 10.58% |
$292K - $301K
|
21.5K
$2.55M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-2.55K- 23.69% |
$292K - $301K
|
8.22K
$973K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.57K- 13.7% |
$294K - $303K
|
16.2K
$1.91M
|
|
|
Apr 24, 2025
Q1 2025
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-2.66K- 22.25% |
$305K - $314K
|
9.29K
$1.1M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.78K- 1.19% |
$318K - $328K
|
230K
$27.3M
|
|
|
May 07, 2025
Q1 2025
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-2.78K- 29.64% |
$318K - $328K
|
6.59K
$780K
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-2.79K- 3.54% |
$319K - $329K
|
76K
$9M
|