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
|
Acas, LLC
|
SELL
|
- |
-418- 17.39% |
$48.1K - $50K
|
1.99K
$234K
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-426- 10.51% |
$49K - $50.9K
|
3.63K
$428K
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-450- 7.55% |
$51.8K - $53.8K
|
5.51K
$650K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-452- 54.99% |
$52K - $54K
|
370
$43.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-458- 0.5% |
$52.7K - $54.8K
|
91.3K
$10.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-460- 16.53% |
$52.9K - $55K
|
2.32K
$274K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-479- 36.82% |
$55.1K - $57.3K
|
822
$97K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-490- 21.82% |
$56.4K - $58.6K
|
1.76K
$207K
|
|
|
Feb 21, 2025
Q4 2024
|
Gould Capital, LLC
|
SELL
|
- |
-504- 0.49% |
$58K - $60.3K
|
103K
$12.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-510- 15.33% |
$58.7K - $61K
|
2.82K
$332K
|
|
|
Feb 13, 2025
Q4 2024
|
Adams Wealth Management
|
SELL
|
- |
-510- 15.33% |
$58.7K - $61K
|
2.82K
$332K
|
|
|
Feb 10, 2025
Q4 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-518- 1.01% |
$59.6K - $61.9K
|
50.6K
$5.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Bnp Paribas
New York, NY |
SELL
|
- |
-565- 8.73% |
$65K - $67.5K
|
5.91K
$697K
|
|
|
Jan 13, 2025
Q4 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-586- 9.02% |
$67.4K - $70.1K
|
5.91K
$697K
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-619- 18.18% |
$71.2K - $74K
|
2.79K
$329K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-646- 24.72% |
$74.3K - $77.2K
|
1.97K
$232K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-647- 1.14% |
$74.5K - $77.3K
|
56K
$6.61M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-650- 15.77% |
$74.8K - $77.7K
|
3.47K
$410K
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-651- 2.41% |
$74.9K - $77.8K
|
26.4K
$3.11M
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-681- 22.81% |
$78.4K - $81.4K
|
2.3K
$272K
|
|
|
Feb 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-740- 5.2% |
$85.2K - $88.5K
|
13.5K
$1.59M
|
|
|
Jan 31, 2025
Q4 2024
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-781- 9.93% |
$89.9K - $93.4K
|
7.08K
$836K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-789- 15.65% |
$90.8K - $94.3K
|
4.25K
$502K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-807- 16.85% |
$92.9K - $96.5K
|
3.98K
$470K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-807- 3.55% |
$92.9K - $96.5K
|
21.9K
$2.58M
|
|
|
Jan 28, 2025
Q4 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-852- 27.74% |
$98K - $102K
|
2.22K
$262K
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-866- 3.44% |
$99.7K - $104K
|
24.3K
$2.87M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-867- 30.27% |
$99.8K - $104K
|
2K
$236K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-883- 5.03% |
$102K - $106K
|
16.7K
$1.97M
|
|
|
Jan 28, 2025
Q4 2024
|
Dock Street Asset Management Inc
|
SELL
|
- |
-884- 1.89% |
$102K - $106K
|
45.9K
$5.42M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-977- 28.67% |
$112K - $117K
|
2.43K
$287K
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-983- 22.14% |
$113K - $118K
|
3.46K
$408K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-994- 5.22% |
$114K - $119K
|
18.1K
$2.13M
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1K- 25.0% |
$115K - $120K
|
3K
$354K
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.03K- 28.5% |
$119K - $123K
|
2.58K
$305K
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.06K- 9.34% |
$122K - $127K
|
10.3K
$1.21M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.08K- 5.36% |
$125K - $130K
|
19.1K
$2.26M
|
|
|
Jan 14, 2025
Q4 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-1.12K- 12.67% |
$129K - $134K
|
7.71K
$909K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.15K- 13.35% |
$132K - $137K
|
7.45K
$879K
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.18K- 6.34% |
$135K - $141K
|
17.4K
$2.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-1.22K- 20.03% |
$140K - $145K
|
4.86K
$573K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-1.24K- 10.53% |
$143K - $149K
|
10.6K
$1.25M
|
|
|
Feb 05, 2025
Q4 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-1.27K- 10.81% |
$146K - $151K
|
10.5K
$1.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.45K- 57.41% |
$167K - $173K
|
1.07K
$127K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-1.47K- 4.78% |
$170K - $176K
|
29.4K
$3.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.53K- 4.46% |
$176K - $183K
|
32.8K
$3.87M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1.62K- 12.04% |
$186K - $193K
|
11.8K
$1.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-1.63K- 3.3% |
$188K - $195K
|
47.8K
$5.64M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.64K- 27.42% |
$189K - $196K
|
4.34K
$512K
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
SELL
|
- |
-1.72K- 41.11% |
$197K - $205K
|
2.46K
$290K
|