Purchases and Sales Made in Q4 2025 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 2025. 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 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
190K+ 6.64% |
$22.6M - $22.9M
|
3.05M
$364M
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
157K+ 73.66% |
$18.7M - $18.9M
|
370K
$44.2M
|
|
|
Jan 08, 2026
Q4 2025
|
Westview Management Dba Westview Investment Advisors
Burlington, VT |
BUY
|
- |
105KNew |
$12.5M - $12.6M
|
105K
$12.5M
|
|
|
Jan 13, 2026
Q4 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
96.4K+ 3620.58% |
$11.5M - $11.6M
|
99.1K
$11.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
89.5K+ 192.4% |
$10.7M - $10.8M
|
136K
$16.2M
|
|
|
Jan 20, 2026
Q4 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
85.9K+ 343788.0% |
$10.2M - $10.3M
|
86K
$10.3M
|
|
|
Jan 08, 2026
Q4 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
56.6KNew |
$6.74M - $6.81M
|
56.6K
$6.76M
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
30.8K+ 3.22% |
$3.67M - $3.71M
|
988K
$118M
|
|
|
Jan 14, 2026
Q4 2025
|
Hoese & CO LLP
|
BUY
|
- |
29.6K+ 15.44% |
$3.53M - $3.57M
|
221K
$26.4M
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
27.4K+ 59.03% |
$3.27M - $3.3M
|
73.8K
$8.82M
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
26.8KNew |
$3.19M - $3.23M
|
26.8K
$3.2M
|
|
|
Jan 16, 2026
Q4 2025
|
Mirabaud & Cie Sa
Geneva, V8 |
BUY
|
- |
25.4K+ 15.94% |
$3.02M - $3.05M
|
184K
$22M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
24.9K+ 36.1% |
$2.97M - $3M
|
93.9K
$11.2M
|
|
|
Jan 14, 2026
Q4 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
24.6K+ 83.2% |
$2.93M - $2.96M
|
54.2K
$6.47M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
21.5K+ 8.64% |
$2.57M - $2.59M
|
271K
$32.3M
|
|
|
Jan 05, 2026
Q4 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
20K+ 773.63% |
$2.39M - $2.41M
|
22.6K
$2.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
20K+ 3.36% |
$2.38M - $2.41M
|
615K
$73.4M
|
|
|
Jan 15, 2026
Q4 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
14.3K+ 21.14% |
$1.7M - $1.72M
|
82K
$9.79M
|
|
|
Jan 21, 2026
Q4 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
13.7K+ 8.14% |
$1.64M - $1.65M
|
183K
$21.8M
|
|
|
Jan 16, 2026
Q4 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
13.1K+ 21.82% |
$1.57M - $1.58M
|
73.4K
$8.76M
|
|
|
Jan 05, 2026
Q4 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
12.7K+ 11.29% |
$1.52M - $1.53M
|
126K
$15M
|
|
|
Jan 15, 2026
Q4 2025
|
4 J Wealth Management LLC
|
BUY
|
- |
12.1K+ 28.75% |
$1.44M - $1.45M
|
54K
$6.45M
|
|
|
Jan 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
12KNew |
$1.43M - $1.45M
|
12K
$1.44M
|
|
|
Jan 21, 2026
Q4 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
11.2K+ 5.32% |
$1.33M - $1.34M
|
221K
$26.4M
|
|
|
Jan 14, 2026
Q4 2025
|
In Track Investment Management Inc
|
BUY
|
- |
10.7K+ 32.79% |
$1.28M - $1.29M
|
43.5K
$5.2M
|
|
|
Jan 20, 2026
Q4 2025
|
Hbe Wealth Management, LLC
Lincoln, NE |
BUY
|
- |
9.84KNew |
$1.17M - $1.18M
|
9.84K
$1.17M
|
|
|
Jan 08, 2026
Q4 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
9.3K+ 2.67% |
$1.11M - $1.12M
|
357K
$42.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
8.72K+ 147.36% |
$1.04M - $1.05M
|
14.6K
$1.75M
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
7.76KNew |
$925K - $935K
|
7.76K
$927K
|
|
|
Jan 14, 2026
Q4 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
7.55KNew |
$899K - $908K
|
7.55K
$901K
|
|
|
Jan 23, 2026
Q4 2025
|
Blue Fin Capital, Inc.
|
BUY
|
- |
7K+ 18.28% |
$834K - $843K
|
45.3K
$5.41M
|
|
|
Jan 15, 2026
Q4 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
BUY
|
- |
6.6K+ 4.32% |
$786K - $794K
|
160K
$19M
|
|
|
Jan 16, 2026
Q4 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
6.59K+ 71.27% |
$785K - $793K
|
15.8K
$1.89M
|
|
|
Jan 06, 2026
Q4 2025
|
Canal Capital Management, LLC
|
BUY
|
- |
5.92K+ 4.46% |
$705K - $712K
|
139K
$16.5M
|
|
|
Jan 23, 2026
Q4 2025
|
Rede Wealth, LLC
|
BUY
|
- |
5.31KNew |
$633K - $640K
|
5.31K
$634K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5.31K+ 1025.68% |
$633K - $640K
|
5.83K
$696K
|
|
|
Jan 14, 2026
Q4 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
4.62KNew |
$551K - $557K
|
4.62K
$552K
|
|
|
Jan 13, 2026
Q4 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
4.52KNew |
$539K - $544K
|
4.52K
$540K
|
|
|
Jan 23, 2026
Q4 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
3.81K+ 22.53% |
$454K - $459K
|
20.7K
$2.48M
|
|
|
Jan 23, 2026
Q4 2025
|
Dara Capital Us, Inc.
Miami, FL |
BUY
|
- |
3.79KNew |
$451K - $456K
|
3.79K
$452K
|
|
|
Jan 20, 2026
Q4 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
3.54K+ 8.09% |
$422K - $427K
|
47.4K
$5.66M
|
|
|
Jan 12, 2026
Q4 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
3.36K+ 34.69% |
$400K - $404K
|
13K
$1.56M
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.23K+ 38.2% |
$384K - $388K
|
11.7K
$1.39M
|
|
|
Jan 02, 2026
Q4 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
2.96K+ 3.72% |
$352K - $356K
|
82.5K
$9.85M
|
|
|
Jan 23, 2026
Q4 2025
|
Patten Group, Inc.
|
BUY
|
- |
2.6K+ 65.15% |
$310K - $313K
|
6.59K
$787K
|
|
|
Jan 02, 2026
Q4 2025
|
Boltwood Capital Management
|
BUY
|
- |
2.48K+ 2.59% |
$295K - $299K
|
98.3K
$11.7M
|
|
|
Jan 23, 2026
Q4 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
2.45K+ 18.83% |
$292K - $295K
|
15.5K
$1.85M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
2.39K+ 139.22% |
$285K - $288K
|
4.11K
$490K
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.38KNew |
$284K - $287K
|
2.38K
$284K
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2.33KNew |
$278K - $281K
|
2.33K
$278K
|
|