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 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-317- 7.71% |
$36.5K - $37.9K
|
3.79K
$439K
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-331- 2.68% |
$38.1K - $39.6K
|
12K
$1.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-359- 1.79% |
$41.3K - $42.9K
|
19.7K
$2.29M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-399- 52.23% |
$45.9K - $47.7K
|
365
$42.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Acas, LLC
|
SELL
|
- |
-418- 17.39% |
$48.1K - $50K
|
1.99K
$230K
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-426- 10.51% |
$49K - $50.9K
|
3.63K
$420K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-452- 54.99% |
$52K - $54K
|
370
$42.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-458- 0.5% |
$52.7K - $54.8K
|
91.3K
$10.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-460- 16.53% |
$52.9K - $55K
|
2.32K
$269K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-479- 36.82% |
$55.1K - $57.3K
|
822
$95.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-586- 9.02% |
$67.4K - $70.1K
|
5.91K
$685K
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-619- 18.18% |
$71.2K - $74K
|
2.79K
$323K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-647- 1.14% |
$74.5K - $77.3K
|
56K
$6.49M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-650- 15.77% |
$74.8K - $77.7K
|
3.47K
$402K
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-651- 2.41% |
$74.9K - $77.8K
|
26.4K
$3.06M
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-681- 22.81% |
$78.4K - $81.4K
|
2.3K
$267K
|
|
|
Jan 31, 2025
Q4 2024
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-781- 9.93% |
$89.9K - $93.4K
|
7.08K
$821K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-789- 15.65% |
$90.8K - $94.3K
|
4.25K
$493K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-807- 16.85% |
$92.9K - $96.5K
|
3.98K
$462K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-807- 3.55% |
$92.9K - $96.5K
|
21.9K
$2.54M
|
|
|
Jan 28, 2025
Q4 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-852- 27.74% |
$98K - $102K
|
2.22K
$257K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-867- 30.27% |
$99.8K - $104K
|
2K
$231K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-883- 5.03% |
$102K - $106K
|
16.7K
$1.93M
|
|
|
Jan 28, 2025
Q4 2024
|
Dock Street Asset Management Inc
|
SELL
|
- |
-884- 1.89% |
$102K - $106K
|
45.9K
$5.32M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-977- 28.67% |
$112K - $117K
|
2.43K
$282K
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-983- 22.14% |
$113K - $118K
|
3.46K
$400K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1K- 25.0% |
$115K - $120K
|
3K
$348K
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.03K- 28.5% |
$119K - $123K
|
2.58K
$299K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.08K- 5.36% |
$125K - $130K
|
19.1K
$2.22M
|
|
|
Jan 14, 2025
Q4 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-1.12K- 12.67% |
$129K - $134K
|
7.71K
$893K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.15K- 13.35% |
$132K - $137K
|
7.45K
$863K
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.18K- 6.34% |
$135K - $141K
|
17.4K
$2.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-1.24K- 10.53% |
$143K - $149K
|
10.6K
$1.22M
|
|
|
Feb 05, 2025
Q4 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-1.27K- 10.81% |
$146K - $151K
|
10.5K
$1.21M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1.62K- 12.04% |
$186K - $193K
|
11.8K
$1.37M
|
|
|
Jan 17, 2025
Q4 2024
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-1.63K- 3.3% |
$188K - $195K
|
47.8K
$5.54M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.64K- 27.42% |
$189K - $196K
|
4.34K
$503K
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
SELL
|
- |
-1.72K- 41.11% |
$197K - $205K
|
2.46K
$285K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.87K- 39.2% |
$215K - $224K
|
2.9K
$337K
|
|
|
Jan 14, 2025
Q4 2024
|
Surience Private Wealth LLC
|
SELL
|
- |
-2.61K- 9.36% |
$300K - $312K
|
25.3K
$2.93M
|
|
|
Jan 31, 2025
Q4 2024
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-2.73K- 18.6% |
$314K - $327K
|
12K
$1.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.77K- 5.23% |
$319K - $332K
|
50.3K
$5.83M
|
|
|
Jan 16, 2025
Q4 2024
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-2.78K- 13.51% |
$320K - $332K
|
17.8K
$2.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-2.82K- 0.93% |
$325K - $338K
|
300K
$34.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-2.86K- 4.44% |
$329K - $342K
|
61.5K
$7.13M
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-2.86K- 6.33% |
$329K - $342K
|
42.4K
$4.91M
|
|
|
Jan 27, 2025
Q4 2024
|
Martin Capital Partners, LLC
|
SELL
|
- |
-2.96K- 32.3% |
$341K - $354K
|
6.2K
$719K
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-3.06K- 35.77% |
$352K - $365K
|
5.49K
$636K
|
|
|
Jan 28, 2025
Q4 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-3.17K- 9.8% |
$365K - $379K
|
29.2K
$3.38M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-3.36K- 65.46% |
$387K - $402K
|
1.77K
$205K
|