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 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
490+ 13.36% |
$56.4K - $58.6K
|
4.16K
$482K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
444+ 4.66% |
$51.1K - $53.1K
|
9.96K
$1.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
404+ 2693.33% |
$46.5K - $48.3K
|
419
$48.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
401+ 2.55% |
$46.1K - $47.9K
|
16.1K
$1.87M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
372+ 4.8% |
$42.8K - $44.5K
|
8.12K
$940K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
350+ 2.62% |
$40.3K - $41.8K
|
13.7K
$1.59M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
349+ 1.75% |
$40.2K - $41.7K
|
20.3K
$2.35M
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
345+ 6.07% |
$39.7K - $41.2K
|
6.03K
$699K
|
|
|
Jan 28, 2025
Q4 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
332+ 1.49% |
$38.2K - $39.7K
|
22.7K
$2.62M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
279+ 0.22% |
$32.1K - $33.4K
|
128K
$14.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
272+ 5.27% |
$31.3K - $32.5K
|
5.43K
$630K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
272+ 24.57% |
$31.3K - $32.5K
|
1.38K
$160K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
255+ 5.21% |
$29.3K - $30.5K
|
5.15K
$597K
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
242+ 1.44% |
$27.8K - $28.9K
|
17.1K
$1.98M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
235New |
$27K - $28.1K
|
235
$27.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
235+ 4.67% |
$27K - $28.1K
|
5.27K
$610K
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
230+ 21.38% |
$26.5K - $27.5K
|
1.31K
$151K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
207+ 3.32% |
$23.8K - $24.7K
|
6.44K
$747K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
172+ 2.63% |
$19.8K - $20.6K
|
6.71K
$778K
|
|
|
Jan 31, 2025
Q4 2024
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
170+ 6.22% |
$19.6K - $20.3K
|
2.91K
$337K
|
|
|
Jan 10, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
149+ 0.38% |
$17.1K - $17.8K
|
39.3K
$4.55M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
145+ 76.72% |
$16.7K - $17.3K
|
334
$38.7K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
135New |
$15.5K - $16.1K
|
135
$15.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
122New |
$14K - $14.6K
|
122
$14.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
116+ 5.05% |
$13.3K - $13.9K
|
2.41K
$280K
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
BUY
|
- |
110+ 3.41% |
$12.7K - $13.2K
|
3.34K
$387K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
106+ 5.47% |
$12.2K - $12.7K
|
2.04K
$237K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
105+ 72.41% |
$12.1K - $12.6K
|
250
$29K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
100+ 33.67% |
$11.5K - $12K
|
397
$46K
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
99+ 1.1% |
$11.4K - $11.8K
|
9.13K
$1.06M
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
99+ 1.1% |
$11.4K - $11.8K
|
9.13K
$1.06M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
99+ 1.25% |
$11.4K - $11.8K
|
8.03K
$931K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
98+ 138.03% |
$11.3K - $11.7K
|
169
$19.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
89New |
$10.2K - $10.6K
|
89
$10.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
86+ 78.9% |
$9.9K - $10.3K
|
195
$22.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
83New |
$9.55K - $9.92K
|
83
$9.62K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
72New |
$8.29K - $8.61K
|
72
$8.34K
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
69+ 1.72% |
$7.94K - $8.25K
|
4.08K
$473K
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
69+ 1.71% |
$7.94K - $8.25K
|
4.11K
$476K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
64+ 2.93% |
$7.37K - $7.65K
|
2.25K
$260K
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
55+ 3.23% |
$6.33K - $6.58K
|
1.76K
$204K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
54New |
$6.21K - $6.46K
|
54
$6.26K
|
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
BUY
|
- |
53+ 0.95% |
$6.1K - $6.34K
|
5.66K
$656K
|
|
|
Jan 23, 2025
Q4 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
51+ 2.51% |
$5.87K - $6.1K
|
2.09K
$242K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
50+ 1.1% |
$5.75K - $5.98K
|
4.61K
$535K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
49+ 0.66% |
$5.64K - $5.86K
|
7.48K
$867K
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
47+ 4.03% |
$5.41K - $5.62K
|
1.21K
$141K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
47+ 0.25% |
$5.41K - $5.62K
|
18.8K
$2.17M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
44+ 0.68% |
$5.06K - $5.26K
|
6.52K
$756K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
44+ 91.67% |
$5.06K - $5.26K
|
92
$10.7K
|