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 08, 2025
Q2 2025
|
Mirabaud & Cie Sa
Geneva, V8 |
BUY
|
- |
11K+ 8.37% |
$1.29M - $1.32M
|
143K
$17.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
11K+ 4.82% |
$1.28M - $1.31M
|
238K
$28.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Edge Wealth Management LLC
|
BUY
|
- |
10.9K+ 36.97% |
$1.27M - $1.3M
|
40.2K
$4.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Community Trust & Investment CO
|
BUY
|
- |
10.8K+ 30.73% |
$1.27M - $1.29M
|
46.1K
$5.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
10.4K+ 62.64% |
$1.21M - $1.24M
|
26.9K
$3.21M
|
|
|
Aug 04, 2025
Q2 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
10K+ 184.52% |
$1.17M - $1.2M
|
15.5K
$1.85M
|
|
|
Jul 22, 2025
Q2 2025
|
Imc Chicago, LLC
|
BUY
|
- |
10KNew |
$1.17M - $1.19M
|
10K
$1.2M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
9.9K+ 40.3% |
$1.16M - $1.18M
|
34.5K
$4.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
9.88K+ 20.03% |
$1.15M - $1.18M
|
59.2K
$7.07M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
9.58K+ 22.32% |
$1.12M - $1.14M
|
52.5K
$6.27M
|
|
|
Aug 08, 2025
Q2 2025
|
Wrapmanager Inc
|
BUY
|
- |
9.39K+ 13.61% |
$1.1M - $1.12M
|
78.4K
$9.36M
|
|
|
Aug 04, 2025
Q2 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
9.34K+ 62.67% |
$1.09M - $1.11M
|
24.2K
$2.89M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
9.01K+ 512.98% |
$1.05M - $1.08M
|
10.8K
$1.29M
|
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
8.98KNew |
$1.05M - $1.07M
|
8.98K
$1.07M
|
|
|
Jul 09, 2025
Q2 2025
|
Emprise Bank
Wichita, KS |
BUY
|
- |
8.49KNew |
$993K - $1.01M
|
8.49K
$1.01M
|
|
|
Jul 09, 2025
Q2 2025
|
Berkshire Bank
|
BUY
|
- |
8.35K+ 5.04% |
$976K - $997K
|
174K
$20.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Bnp Paribas
New York, NY |
BUY
|
- |
8.27K+ 93.14% |
$967K - $987K
|
17.1K
$2.05M
|
|
|
Jul 22, 2025
Q2 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
8.05KNew |
$941K - $961K
|
8.05K
$961K
|
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
7.96K+ 29.59% |
$930K - $950K
|
34.8K
$4.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
7.61K+ 1.68% |
$890K - $908K
|
460K
$55M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.59K+ 1.61% |
$887K - $906K
|
480K
$57.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
6.84K+ 37.73% |
$800K - $817K
|
25K
$2.98M
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
6.79K+ 22.74% |
$794K - $811K
|
36.6K
$4.38M
|
|
|
Aug 01, 2025
Q2 2025
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
6.7K+ 31.16% |
$783K - $800K
|
28.2K
$3.37M
|
|
|
Jul 23, 2025
Q2 2025
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
6.27K+ 5.17% |
$733K - $748K
|
128K
$15.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
6.2K+ 13.57% |
$724K - $740K
|
51.9K
$6.19M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.88K+ 10.64% |
$687K - $702K
|
61.1K
$7.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Clarity Financial LLC
|
BUY
|
- |
5.76K+ 1.0% |
$673K - $688K
|
580K
$69.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
5.58KNew |
$653K - $666K
|
5.58K
$667K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.54K+ 24.12% |
$648K - $662K
|
28.5K
$3.41M
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
5.33KNew |
$623K - $636K
|
5.33K
$636K
|
|
|
Aug 08, 2025
Q2 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
5.26KNew |
$615K - $628K
|
5.26K
$629K
|
|
|
Aug 14, 2025
Q2 2025
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
5.12KNew |
$599K - $611K
|
5.12K
$611K
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
5.01K+ 4.42% |
$586K - $598K
|
118K
$14.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.79K+ 1.67% |
$560K - $572K
|
292K
$34.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Martin Capital Partners, LLC
|
BUY
|
- |
4.75K+ 78.7% |
$556K - $567K
|
10.8K
$1.29M
|
|
|
Aug 13, 2025
Q2 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
4.68KNew |
$548K - $559K
|
4.68K
$559K
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Services Advisory Inc
|
BUY
|
- |
4.66KNew |
$545K - $556K
|
4.66K
$556K
|
|
|
Aug 12, 2025
Q2 2025
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
4.54K+ 277.12% |
$531K - $542K
|
6.18K
$738K
|
|
|
Aug 14, 2025
Q2 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
4.53KNew |
$529K - $540K
|
4.53K
$540K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4.48K+ 43.15% |
$524K - $535K
|
14.9K
$1.77M
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
4.44KNew |
$519K - $530K
|
4.44K
$530K
|
|
|
Aug 14, 2025
Q2 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
4.38K+ 11.39% |
$512K - $523K
|
42.8K
$5.12M
|
|
|
Aug 06, 2025
Q2 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
4.35K+ 1.31% |
$509K - $519K
|
337K
$40.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
4.19KNew |
$489K - $500K
|
4.19K
$500K
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.97K+ 55.85% |
$464K - $474K
|
11.1K
$1.32M
|
|
|
Aug 13, 2025
Q2 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
3.95K+ 5.72% |
$462K - $471K
|
72.9K
$8.71M
|
|
|
Aug 07, 2025
Q2 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
3.87K+ 6.46% |
$453K - $462K
|
63.9K
$7.63M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.81K+ 17.69% |
$445K - $455K
|
25.3K
$3.03M
|
|
|
Jul 30, 2025
Q2 2025
|
Bts Asset Management, Inc.
|
BUY
|
- |
3.8KNew |
$445K - $454K
|
3.8K
$454K
|
|