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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
1.29K+ 8.53% |
$148K - $152K
|
16.4K
$1.94M
|
|
|
May 05, 2025
Q1 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
1.26K+ 2.54% |
$145K - $149K
|
51K
$6.04M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.26K+ 19.28% |
$144K - $149K
|
7.78K
$921K
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
1.22K+ 7.03% |
$140K - $144K
|
18.6K
$2.2M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
1.18K+ 2.58% |
$135K - $139K
|
46.8K
$5.54M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.15K+ 1213.68% |
$132K - $136K
|
1.25K
$148K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.14K+ 3.8% |
$131K - $135K
|
31.1K
$3.69M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.14K+ 18.47% |
$130K - $134K
|
7.29K
$862K
|
|
|
May 14, 2025
Q1 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
1.11K+ 7.04% |
$127K - $131K
|
16.9K
$1.99M
|
|
|
May 15, 2025
Q1 2025
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
1.1K+ 19.3% |
$126K - $130K
|
6.79K
$804K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1.07K+ 27.46% |
$122K - $126K
|
4.96K
$587K
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.05K+ 8.71% |
$121K - $124K
|
13.1K
$1.55M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.05K+ 18.23% |
$120K - $124K
|
6.8K
$805K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
986+ 19.21% |
$113K - $116K
|
6.12K
$724K
|
|
|
May 15, 2025
Q1 2025
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
931+ 4.53% |
$107K - $110K
|
21.5K
$2.54M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
925New |
$106K - $109K
|
925
$109K
|
|
|
Apr 30, 2025
Q1 2025
|
Bank Hapoalim Bm
|
BUY
|
- |
919+ 7.52% |
$105K - $109K
|
13.1K
$1.55M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
914+ 1.14% |
$105K - $108K
|
81.3K
$9.62M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
906+ 2.13% |
$104K - $107K
|
43.4K
$5.13M
|
|
|
May 14, 2025
Q1 2025
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
902New |
$103K - $107K
|
902
$107K
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
898+ 1.94% |
$103K - $106K
|
47.2K
$5.59M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
862+ 21.91% |
$98.8K - $102K
|
4.8K
$568K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
857New |
$98.2K - $101K
|
857
$101K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
790+ 15.06% |
$90.5K - $93.3K
|
6.04K
$715K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
787+ 7.57% |
$90.2K - $93K
|
11.2K
$1.32M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
784+ 3.4% |
$89.8K - $92.6K
|
23.8K
$2.82M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
758+ 43.79% |
$86.8K - $89.6K
|
2.49K
$295K
|
|
|
Apr 21, 2025
Q1 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
716+ 4.52% |
$82K - $84.6K
|
16.5K
$1.96M
|
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
704+ 30.56% |
$80.7K - $83.2K
|
3.01K
$356K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
698New |
$80K - $82.5K
|
698
$82.6K
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
678+ 3.91% |
$77.7K - $80.1K
|
18K
$2.13M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
677+ 185.48% |
$77.6K - $80K
|
1.04K
$123K
|
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
673+ 14.02% |
$77.1K - $79.5K
|
5.47K
$648K
|
|
|
May 13, 2025
Q1 2025
|
Anchor Capital Advisors LLC
|
BUY
|
- |
665+ 0.32% |
$76.2K - $78.6K
|
207K
$24.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
650+ 53.59% |
$74.5K - $76.8K
|
1.86K
$221K
|
|
|
Apr 15, 2025
Q1 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
636+ 1.56% |
$72.9K - $75.1K
|
41.4K
$4.9M
|
|
|
May 12, 2025
Q1 2025
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
629+ 3.73% |
$72.1K - $74.3K
|
17.5K
$2.07M
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
623+ 14.65% |
$71.4K - $73.6K
|
4.88K
$577K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
587+ 0.94% |
$67.3K - $69.3K
|
63K
$7.46M
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
BUY
|
- |
571+ 22.69% |
$65.4K - $67.5K
|
3.09K
$365K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
569+ 3.36% |
$65.2K - $67.2K
|
17.5K
$2.07M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
548+ 19.15% |
$62.8K - $64.7K
|
3.41K
$404K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
548New |
$62.8K - $64.7K
|
548
$64.9K
|
|
|
May 13, 2025
Q1 2025
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
547+ 10.6% |
$62.7K - $64.6K
|
5.71K
$675K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
543+ 15.68% |
$62.2K - $64.2K
|
4.01K
$474K
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
521+ 21.59% |
$59.7K - $61.6K
|
2.93K
$347K
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
518+ 2.97% |
$59.3K - $61.2K
|
18K
$2.13M
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
BUY
|
- |
505+ 13.92% |
$57.9K - $59.7K
|
4.13K
$489K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
466+ 6.76% |
$53.4K - $55.1K
|
7.36K
$871K
|
|
|
May 12, 2025
Q1 2025
|
Horan Securities, Inc.
|
BUY
|
- |
409+ 4.78% |
$46.9K - $48.3K
|
8.96K
$1.06M
|