Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
552K+ 141.42% |
$64.5M - $65.9M
|
942K
$112M
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
202K+ 428.22% |
$23.6M - $24.1M
|
249K
$29.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
75.7K+ 4289.41% |
$8.85M - $9.04M
|
77.5K
$9.17M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
64.1KNew |
$7.49M - $7.65M
|
64.1K
$7.58M
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
17.4K+ 99.54% |
$2.03M - $2.07M
|
34.8K
$4.12M
|
|
|
Jul 14, 2025
Q2 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
17KNew |
$1.99M - $2.03M
|
17K
$2.01M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
16.7K+ 44.18% |
$1.96M - $2M
|
54.6K
$6.47M
|
|
|
Jul 14, 2025
Q2 2025
|
My Wealth Management Inc.
|
BUY
|
- |
15.6KNew |
$1.83M - $1.86M
|
15.6K
$1.85M
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
12.1K+ 30.04% |
$1.41M - $1.44M
|
52.2K
$6.18M
|
|
|
Jul 08, 2025
Q2 2025
|
Mirabaud & Cie Sa
Geneva, V8 |
BUY
|
- |
11K+ 8.37% |
$1.29M - $1.32M
|
143K
$16.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Edge Wealth Management LLC
|
BUY
|
- |
10.9K+ 36.97% |
$1.27M - $1.3M
|
40.2K
$4.76M
|
|
|
Jul 10, 2025
Q2 2025
|
Community Trust & Investment CO
|
BUY
|
- |
10.8K+ 30.73% |
$1.27M - $1.29M
|
46.1K
$5.45M
|
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
8.98KNew |
$1.05M - $1.07M
|
8.98K
$1.06M
|
|
|
Jul 09, 2025
Q2 2025
|
Emprise Bank
Wichita, KS |
BUY
|
- |
8.49KNew |
$993K - $1.01M
|
8.49K
$1M
|
|
|
Jul 09, 2025
Q2 2025
|
Berkshire Bank
|
BUY
|
- |
8.35K+ 5.04% |
$976K - $997K
|
174K
$20.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
6.79K+ 22.74% |
$794K - $811K
|
36.6K
$4.34M
|
|
|
Jul 08, 2025
Q2 2025
|
Martin Capital Partners, LLC
|
BUY
|
- |
4.75K+ 78.7% |
$556K - $567K
|
10.8K
$1.28M
|
|
|
Jul 10, 2025
Q2 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
3.59K+ 1.52% |
$420K - $429K
|
240K
$28.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
3.24KNew |
$379K - $387K
|
3.24K
$383K
|
|
|
Jul 07, 2025
Q2 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
3.07K+ 7685.0% |
$359K - $367K
|
3.11K
$369K
|
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
3KNew |
$351K - $358K
|
3K
$355K
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
2.92KNew |
$342K - $349K
|
2.92K
$346K
|
|
|
Jul 15, 2025
Q2 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
2.62K+ 35.41% |
$306K - $312K
|
10K
$1.18M
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
2.57K+ 5.09% |
$300K - $307K
|
53K
$6.28M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
2.44KNew |
$285K - $291K
|
2.44K
$289K
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
2.21K+ 29.45% |
$258K - $263K
|
9.7K
$1.15M
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
2.2K+ 73.33% |
$257K - $263K
|
5.2K
$615K
|
|
|
Jul 09, 2025
Q2 2025
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
1.85K+ 4.28% |
$216K - $221K
|
45.1K
$5.34M
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
1.77K+ 14.41% |
$207K - $211K
|
14K
$1.66M
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
1.53K+ 2.01% |
$179K - $183K
|
77.6K
$9.18M
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.37K+ 7.62% |
$161K - $164K
|
19.4K
$2.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
890+ 1534.48% |
$104K - $106K
|
948
$112K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
689+ 5.66% |
$80.6K - $82.3K
|
12.9K
$1.52M
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
603+ 15.89% |
$70.5K - $72K
|
4.4K
$520K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
440+ 7.93% |
$51.4K - $52.5K
|
5.99K
$709K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
419+ 23.62% |
$49K - $50K
|
2.19K
$260K
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
318+ 15.73% |
$37.2K - $38K
|
2.34K
$277K
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
BUY
|
- |
289+ 0.3% |
$33.8K - $34.5K
|
96.2K
$11.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
196+ 1.16% |
$22.9K - $23.4K
|
17K
$2.02M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
170+ 51.67% |
$19.9K - $20.3K
|
499
$59.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
139+ 4.78% |
$16.3K - $16.6K
|
3.05K
$360K
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
117+ 2.38% |
$13.7K - $14K
|
5.03K
$595K
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
64+ 4.24% |
$7.48K - $7.64K
|
1.57K
$186K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
36+ 8.28% |
$4.21K - $4.3K
|
471
$55.7K
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
BUY
|
- |
25+ 0.97% |
$2.92K - $2.98K
|
2.59K
$307K
|
|
|
Jul 11, 2025
Q2 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
20+ 0.89% |
$2.34K - $2.39K
|
2.26K
$268K
|
|
|
Jul 11, 2025
Q2 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
13+ 0.04% |
$1.52K - $1.55K
|
29.1K
$3.45M
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
10+ 2.99% |
$1.17K - $1.19K
|
345
$40.8K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
4+ 0.04% |
$468 - $478
|
11.3K
$1.33M
|
|
|
Jul 08, 2025
Q2 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
2+ 0.12% |
$234 - $239
|
1.71K
$203K
|