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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.43MNew |
$165M - $171M
|
1.43M
$166M
|
|
|
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
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
198K+ 10.15% |
$22.8M - $23.6M
|
2.15M
$249M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
188K+ 47.28% |
$21.6M - $22.4M
|
584K
$67.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
170K+ 9.7% |
$19.5M - $20.3M
|
1.92M
$223M
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
BUY
|
- |
170K+ 824.4% |
$19.5M - $20.3M
|
190K
$22M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
58.1KNew |
$6.69M - $6.94M
|
58.1K
$6.73M
|
|
|
Feb 07, 2025
Q4 2024
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
56.8K+ 253.49% |
$6.54M - $6.79M
|
79.2K
$9.18M
|
|
|
Feb 06, 2025
Q4 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
49.7KNew |
$5.72M - $5.95M
|
49.7K
$5.76M
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
46.3KNew |
$5.33M - $5.54M
|
46.3K
$5.37M
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
40.7KNew |
$4.68M - $4.86M
|
40.7K
$4.72M
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
39K+ 169.07% |
$4.48M - $4.66M
|
62K
$7.18M
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
35.5K+ 31.77% |
$4.08M - $4.24M
|
147K
$17.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
33.4K+ 78.11% |
$3.84M - $3.99M
|
76.1K
$8.81M
|
|
|
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
$4.14M
|
|
|
Jan 27, 2025
Q4 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
29.6K+ 454.4% |
$3.41M - $3.54M
|
36.2K
$4.19M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
27.7K+ 5.39% |
$3.18M - $3.31M
|
540K
$62.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
25.2K+ 16.92% |
$2.89M - $3.01M
|
174K
$20.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
21.2K+ 4.09% |
$2.44M - $2.54M
|
540K
$62.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
21K+ 41.88% |
$2.42M - $2.51M
|
71.2K
$8.25M
|
|
|
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
$2.17M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
17.4K+ 4.67% |
$2M - $2.08M
|
390K
$45.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
16.8K+ 4.38% |
$1.93M - $2M
|
399K
$46.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
16.3K+ 83.89% |
$1.87M - $1.94M
|
35.6K
$4.13M
|
|
|
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
$1.83M
|
|
|
Feb 06, 2025
Q4 2024
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
15.5KNew |
$1.79M - $1.86M
|
15.5K
$1.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
BUY
|
- |
15.4K+ 2.85% |
$1.77M - $1.84M
|
555K
$64.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
15.1K+ 222.06% |
$1.74M - $1.8M
|
21.9K
$2.54M
|
|
|
Jan 29, 2025
Q4 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
15K+ 54.73% |
$1.73M - $1.79M
|
42.4K
$4.91M
|
|
|
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
|
|
|
Feb 07, 2025
Q4 2024
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
13.6KNew |
$1.57M - $1.63M
|
13.6K
$1.58M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
BUY
|
- |
13.4K+ 32.43% |
$1.54M - $1.6M
|
54.6K
$6.33M
|
|
|
Jan 17, 2025
Q4 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
13.2K+ 25.72% |
$1.52M - $1.58M
|
64.6K
$7.49M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
13K+ 5.91% |
$1.5M - $1.56M
|
234K
$27.1M
|
|
|
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
$4.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
12.3K+ 179.75% |
$1.42M - $1.47M
|
19.1K
$2.22M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
12.1K+ 641.54% |
$1.39M - $1.44M
|
13.9K
$1.62M
|
|
|
Feb 03, 2025
Q4 2024
|
Verger Capital Management LLC
|
BUY
|
- |
12K+ 412.07% |
$1.38M - $1.43M
|
14.9K
$1.72M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
11.8K+ 9.69% |
$1.36M - $1.41M
|
134K
$15.5M
|
|
|
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
$5.37M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
10.8KNew |
$1.24M - $1.29M
|
10.8K
$1.25M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
10.2K+ 29.64% |
$1.18M - $1.22M
|
44.8K
$5.19M
|