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 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-141- 0.91% |
$16.2K - $16.9K
|
15.3K
$1.77M
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-143- 26.29% |
$16.5K - $17.1K
|
401
$46.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-154- 2.0% |
$17.7K - $18.4K
|
7.55K
$870K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-164- 7.81% |
$18.9K - $19.6K
|
1.94K
$223K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-166- 4.13% |
$19.1K - $19.8K
|
3.86K
$444K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-175- 49.44% |
$20.1K - $20.9K
|
179
$20.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-180- 2.55% |
$20.7K - $21.5K
|
6.89K
$794K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-203- 6.21% |
$23.4K - $24.3K
|
3.07K
$353K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-206- 6.71% |
$23.7K - $24.6K
|
2.86K
$330K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellecapital International Ltd.
|
SELL
|
- |
-220- 8.19% |
$25.3K - $26.3K
|
2.47K
$284K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-221- 2.08% |
$25.4K - $26.4K
|
10.4K
$1.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-231- 0.37% |
$26.6K - $27.6K
|
62.5K
$7.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-235- 1.02% |
$27K - $28.1K
|
22.7K
$2.62M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-244- 4.03% |
$28.1K - $29.2K
|
5.81K
$670K
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-258- 0.16% |
$29.7K - $30.8K
|
162K
$18.6M
|
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-265- 2.49% |
$30.5K - $31.7K
|
10.4K
$1.19M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-271- 1.57% |
$31.2K - $32.4K
|
16.9K
$1.95M
|
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-283- 1.36% |
$32.6K - $33.8K
|
20.6K
$2.37M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-289- 8.59% |
$33.3K - $34.5K
|
3.08K
$355K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-306- 87.68% |
$35.2K - $36.6K
|
43
$4.95K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-317- 7.71% |
$36.5K - $37.9K
|
3.79K
$437K
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-331- 2.68% |
$38.1K - $39.6K
|
12K
$1.39M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-359- 1.79% |
$41.3K - $42.9K
|
19.7K
$2.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-369- 4.52% |
$42.5K - $44.1K
|
7.8K
$899K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-399- 52.23% |
$45.9K - $47.7K
|
365
$42.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-410- 1.0% |
$47.2K - $49K
|
40.8K
$4.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Acas, LLC
|
SELL
|
- |
-418- 17.39% |
$48.1K - $50K
|
1.99K
$229K
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-426- 10.51% |
$49K - $50.9K
|
3.63K
$418K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-452- 54.99% |
$52K - $54K
|
370
$42.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-458- 0.5% |
$52.7K - $54.8K
|
91.3K
$10.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-460- 16.53% |
$52.9K - $55K
|
2.32K
$268K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-479- 36.82% |
$55.1K - $57.3K
|
822
$94.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-490- 21.82% |
$56.4K - $58.6K
|
1.76K
$202K
|
|
|
Feb 10, 2025
Q4 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-518- 1.01% |
$59.6K - $61.9K
|
50.6K
$5.83M
|
|
|
Jan 13, 2025
Q4 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-586- 9.02% |
$67.4K - $70.1K
|
5.91K
$681K
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-619- 18.18% |
$71.2K - $74K
|
2.79K
$321K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-646- 24.72% |
$74.3K - $77.2K
|
1.97K
$227K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-647- 1.14% |
$74.5K - $77.3K
|
56K
$6.46M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-650- 15.77% |
$74.8K - $77.7K
|
3.47K
$400K
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-651- 2.41% |
$74.9K - $77.8K
|
26.4K
$3.04M
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-681- 22.81% |
$78.4K - $81.4K
|
2.3K
$265K
|
|
|
Feb 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-740- 5.2% |
$85.2K - $88.5K
|
13.5K
$1.55M
|
|
|
Jan 31, 2025
Q4 2024
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-781- 9.93% |
$89.9K - $93.4K
|
7.08K
$816K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-789- 15.65% |
$90.8K - $94.3K
|
4.25K
$490K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-807- 16.85% |
$92.9K - $96.5K
|
3.98K
$459K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-807- 3.55% |
$92.9K - $96.5K
|
21.9K
$2.52M
|
|
|
Jan 28, 2025
Q4 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-852- 27.74% |
$98K - $102K
|
2.22K
$256K
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-866- 3.44% |
$99.7K - $104K
|
24.3K
$2.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-867- 30.27% |
$99.8K - $104K
|
2K
$230K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-883- 5.03% |
$102K - $106K
|
16.7K
$1.92M
|