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 24, 2025
Q4 2024
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
359K+ 32.8% |
$41.3M - $42.9M
|
1.45M
$169M
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
285K+ 259380.91% |
$32.8M - $34.1M
|
285K
$33.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
188K+ 47.28% |
$21.6M - $22.4M
|
584K
$67.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
BUY
|
- |
170K+ 824.4% |
$19.5M - $20.3M
|
190K
$22.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
58.1KNew |
$6.69M - $6.94M
|
58.1K
$6.75M
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
46.3KNew |
$5.33M - $5.54M
|
46.3K
$5.38M
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
35.5K+ 31.77% |
$4.08M - $4.24M
|
147K
$17.1M
|
|
|
Jan 23, 2025
Q4 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
32KNew |
$3.68M - $3.82M
|
32K
$3.71M
|
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
30.5K+ 584.9% |
$3.51M - $3.65M
|
35.7K
$4.15M
|
|
|
Jan 27, 2025
Q4 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
29.6K+ 454.4% |
$3.41M - $3.54M
|
36.2K
$4.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
25.2K+ 16.92% |
$2.89M - $3.01M
|
174K
$20.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
21.2K+ 4.09% |
$2.44M - $2.54M
|
540K
$62.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Gunma Bank,Ltd.
|
BUY
|
- |
20K+ 15.38% |
$2.3M - $2.39M
|
150K
$17.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
19.8K+ 20.25% |
$2.28M - $2.37M
|
118K
$13.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
18.7KNew |
$2.16M - $2.24M
|
18.7K
$2.18M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
17.4K+ 4.67% |
$2M - $2.08M
|
390K
$45.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
16.3K+ 83.89% |
$1.87M - $1.94M
|
35.6K
$4.14M
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
16.2K+ 16.05% |
$1.87M - $1.94M
|
117K
$13.6M
|
|
|
Jan 06, 2025
Q4 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
15.8KNew |
$1.82M - $1.89M
|
15.8K
$1.84M
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
BUY
|
- |
15.4K+ 2.85% |
$1.77M - $1.84M
|
555K
$64.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
15K+ 54.73% |
$1.73M - $1.79M
|
42.4K
$4.92M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
14.6KNew |
$1.68M - $1.74M
|
14.6K
$1.69M
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
13.8K+ 12.29% |
$1.59M - $1.65M
|
126K
$14.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
BUY
|
- |
13.4K+ 32.43% |
$1.54M - $1.6M
|
54.6K
$6.34M
|
|
|
Jan 17, 2025
Q4 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
13.2K+ 25.72% |
$1.52M - $1.58M
|
64.6K
$7.51M
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
12.7K+ 483.46% |
$1.46M - $1.51M
|
15.3K
$1.77M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
12.4K+ 41.61% |
$1.43M - $1.49M
|
42.3K
$4.91M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
11.8K+ 9.69% |
$1.36M - $1.41M
|
134K
$15.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
11.8KNew |
$1.36M - $1.41M
|
11.8K
$1.37M
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
11.2K+ 31.9% |
$1.29M - $1.34M
|
46.3K
$5.38M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
10.2K+ 29.64% |
$1.18M - $1.22M
|
44.8K
$5.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Newport Capital Group, LLC
|
BUY
|
- |
9.63K+ 37.04% |
$1.11M - $1.15M
|
35.6K
$4.14M
|
|
|
Jan 31, 2025
Q4 2024
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
9.29KNew |
$1.07M - $1.11M
|
9.29K
$1.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
8.63KNew |
$993K - $1.03M
|
8.63K
$1M
|
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
8.51K+ 272.23% |
$979K - $1.02M
|
11.6K
$1.35M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
7.79K+ 108.67% |
$897K - $932K
|
15K
$1.74M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.68K+ 16.7% |
$884K - $918K
|
53.6K
$6.23M
|
|
|
Jan 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
7.18K+ 18.14% |
$826K - $858K
|
46.8K
$5.43M
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
7.1KNew |
$816K - $848K
|
7.1K
$824K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
6.67KNew |
$768K - $798K
|
6.67K
$775K
|
|
|
Jan 22, 2025
Q4 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
5.78K+ 2.54% |
$666K - $691K
|
234K
$27.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.66K+ 171.15% |
$651K - $677K
|
8.97K
$1.04M
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
5.64K+ 339.67% |
$649K - $675K
|
7.3K
$848K
|
|
|
Jan 30, 2025
Q4 2024
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
5.61K+ 11.44% |
$645K - $670K
|
54.6K
$6.35M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
5.32K+ 8.87% |
$612K - $636K
|
65.3K
$7.58M
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
BUY
|
- |
5.3K+ 5.74% |
$610K - $634K
|
97.6K
$11.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
5.22K+ 53.14% |
$600K - $624K
|
15K
$1.75M
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
5.21KNew |
$599K - $622K
|
5.21K
$605K
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
5.02KNew |
$578K - $600K
|
5.02K
$583K
|
|
|
Jan 22, 2025
Q4 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
5K+ 11.97% |
$575K - $598K
|
46.7K
$5.43M
|