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 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-8.78K- 16.58% |
$1.01M - $1.05M
|
44.2K
$5.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-8.96K- 59.55% |
$1.03M - $1.07M
|
6.08K
$716K
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-8.98K- 18.9% |
$1.03M - $1.07M
|
38.5K
$4.54M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-9.03K- 69.05% |
$1.04M - $1.08M
|
4.05K
$477K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-9.12K- 23.31% |
$1.05M - $1.09M
|
30K
$3.53M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-9.2K- 97.45% |
$1.06M - $1.1M
|
241
$28.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
SELL
|
- |
-9.79K- 5.68% |
$1.13M - $1.17M
|
163K
$19.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-10K- 69.16% |
$1.16M - $1.2M
|
4.48K
$527K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-10.1K- 94.78% |
$1.16M - $1.21M
|
557
$65.6K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-10.4K- 33.43% |
$1.2M - $1.25M
|
20.8K
$2.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-10.5K- 58.7% |
$1.21M - $1.26M
|
7.42K
$874K
|
|
|
Jan 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-12.1K- 49.45% |
$1.39M - $1.45M
|
12.4K
$1.46M
|
|
|
Feb 12, 2025
Q4 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-12.6K- 11.56% |
$1.45M - $1.51M
|
96.4K
$11.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-13.3K- 66.03% |
$1.53M - $1.59M
|
6.84K
$806K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-13.4K- 58.17% |
$1.54M - $1.6M
|
9.65K
$1.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-14.2K- 18.05% |
$1.63M - $1.69M
|
64.3K
$7.58M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-15.3K- 64.98% |
$1.77M - $1.83M
|
8.27K
$974K
|
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-15.5K- 46.83% |
$1.78M - $1.85M
|
17.6K
$2.07M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-16.8K- 25.09% |
$1.93M - $2.01M
|
50.2K
$5.91M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-18.2K- 68.52% |
$2.1M - $2.18M
|
8.38K
$987K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-20.4K- 31.44% |
$2.35M - $2.44M
|
44.5K
$5.24M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-20.5K- 88.95% |
$2.36M - $2.45M
|
2.55K
$300K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-21K- 10.44% |
$2.42M - $2.51M
|
180K
$21.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-22.2K- 35.16% |
$2.56M - $2.66M
|
41K
$4.83M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-22.5K- 12.01% |
$2.59M - $2.69M
|
165K
$19.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-22.5K- 35.09% |
$2.59M - $2.69M
|
41.7K
$4.91M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-24K- 11.4% |
$2.76M - $2.87M
|
186K
$21.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-24K- 1.09% |
$2.77M - $2.87M
|
2.19M
$258M
|
|
|
Feb 14, 2025
Q4 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-24.2K- 87.47% |
$2.78M - $2.89M
|
3.46K
$408K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-24.6K- 0.59% |
$2.84M - $2.95M
|
4.17M
$491M
|
|
|
Feb 13, 2025
Q4 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-26.4K- 60.29% |
$3.03M - $3.15M
|
17.4K
$2.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-26.9K- 20.04% |
$3.1M - $3.22M
|
107K
$12.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-27.4K- 5.88% |
$3.15M - $3.27M
|
438K
$51.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-28.4K- 30.69% |
$3.27M - $3.39M
|
64.1K
$7.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-31K- 27.42% |
$3.57M - $3.71M
|
82.1K
$9.67M
|
|
|
Jan 31, 2025
Q4 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-31.8K- 43.56% |
$3.66M - $3.8M
|
41.2K
$4.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-32K- 17.19% |
$3.68M - $3.82M
|
154K
$18.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Hilton Capital Management, LLC
|
SELL
|
- |
-36K- 21.73% |
$4.14M - $4.3M
|
130K
$15.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-36.1K- 2.02% |
$4.16M - $4.32M
|
1.75M
$206M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-43K- 79.65% |
$4.95M - $5.14M
|
11K
$1.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-46.1K- 44.52% |
$5.3M - $5.51M
|
57.4K
$6.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-48.1K- 3.12% |
$5.54M - $5.75M
|
1.5M
$176M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-51K- 61.72% |
$5.87M - $6.1M
|
31.7K
$3.73M
|
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
SELL
|
- |
-52.5K- 4.35% |
$6.04M - $6.27M
|
1.15M
$136M
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-61.3K- 21.77% |
$7.06M - $7.33M
|
220K
$25.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-65.9K- 19.45% |
$7.58M - $7.88M
|
273K
$32.1M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-79K- 24.8% |
$9.09M - $9.45M
|
240K
$28.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-83.2K- 4.31% |
$9.57M - $9.94M
|
1.85M
$217M
|
|
|
Jan 17, 2025
Q4 2024
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-85.6K- 91.07% |
$9.85M - $10.2M
|
8.39K
$988K
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-92.4K- 41.43% |
$10.6M - $11M
|
131K
$15.4M
|