Latest Institutional Transactions on Ishares Barclays 3 7 Yr Treas (IEI)
This table provides information on the latest institutional transactions involving Ishares Barclays 3 7 Yr Treas (IEI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.55K- 10.58% |
$292K - $301K
|
21.5K
$2.52M
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
3.62K+ 1.77% |
$415K - $427K
|
208K
$24.4M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-44K- 92.99% |
$5.04M - $5.19M
|
3.31K
$388K
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
5.7KNew |
$653K - $674K
|
5.7K
$668K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-20.7K- 94.56% |
$2.37M - $2.45M
|
1.19K
$140K
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-396- 5.34% |
$45.4K - $46.8K
|
7.02K
$823K
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
51+ 3.55% |
$5.84K - $6.03K
|
1.49K
$175K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.8K- 15.96% |
$779K - $803K
|
35.8K
$4.19M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7.08K+ 8.68% |
$811K - $836K
|
88.7K
$10.4M
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-15.9K- 90.15% |
$1.82M - $1.87M
|
1.73K
$203K
|
|
|
May 15, 2025
Q1 2025
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
30KNew |
$3.43M - $3.54M
|
30K
$3.51M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
27+ 81.82% |
$3.09K - $3.19K
|
60
$7.03K
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
2.22KNew |
$255K - $263K
|
2.22K
$261K
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
6.09K+ 2.75% |
$697K - $719K
|
227K
$26.6M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
27.9KNew |
$3.2M - $3.3M
|
27.9K
$3.27M
|
|
|
May 15, 2025
Q1 2025
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
10.2KNew |
$1.17M - $1.2M
|
10.2K
$1.19M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
43.6K+ 8.87% |
$5M - $5.15M
|
535K
$62.7M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-3.17K- 64.3% |
$363K - $374K
|
1.76K
$206K
|
|
|
May 15, 2025
Q1 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
3.17K+ 63.19% |
$363K - $374K
|
8.17K
$958K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
925New |
$106K - $109K
|
925
$108K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
13.2K+ 8.02% |
$1.51M - $1.56M
|
178K
$20.8M
|
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
1.69KNew |
$194K - $200K
|
1.69K
$198K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
5.28K+ 14.04% |
$605K - $624K
|
42.9K
$5.03M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-23.2K- 70.78% |
$2.66M - $2.74M
|
9.59K
$1.12M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
5.94K+ 11.6% |
$680K - $702K
|
57.1K
$6.7M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
15.2K+ 14.85% |
$1.75M - $1.8M
|
118K
$13.8M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.73KNew |
$198K - $204K
|
1.73K
$202K
|
|
|
May 15, 2025
Q1 2025
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
78.9K+ 115.28% |
$9.04M - $9.32M
|
147K
$17.3M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
303K+ 182.52% |
$34.8M - $35.9M
|
470K
$55.1M
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
1.8KNew |
$206K - $212K
|
1.8K
$211K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
928K+ 13.65% |
$106M - $110M
|
7.73M
$906M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
CALL |
255KNew |
$29.2M - $30.1M
|
255K
$29.9M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
417K+ 15.18% |
$47.8M - $49.3M
|
3.17M
$371M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
38KNew |
$4.35M - $4.49M
|
38K
$4.45M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
CALL |
200KNew |
$22.9M - $23.6M
|
200K
$23.4M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-2.35K- 2.85% |
$269K - $277K
|
80.1K
$9.39M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
4.29KNew |
$491K - $507K
|
4.29K
$503K
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
BUY
|
- |
571+ 22.69% |
$65.4K - $67.5K
|
3.09K
$362K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
758+ 43.79% |
$86.8K - $89.6K
|
2.49K
$292K
|
|
|
May 15, 2025
Q1 2025
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
42+ 0.04% |
$4.81K - $4.96K
|
95.1K
$11.2M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.32K+ 5.53% |
$609K - $628K
|
101K
$11.9M
|
|
|
May 15, 2025
Q1 2025
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
1.1K+ 19.3% |
$126K - $130K
|
6.79K
$796K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-279- 12.41% |
$32K - $33K
|
1.97K
$231K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-82.6K- 25.8% |
$9.46M - $9.76M
|
238K
$27.8M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
51.5K+ 5.23% |
$5.89M - $6.08M
|
1.03M
$121M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-110K- 18.95% |
$12.7M - $13.1M
|
473K
$55.4M
|
|
|
May 15, 2025
Q1 2025
|
Wit, LLC
District Of Columbia, DC |
BUY
|
- |
3.05M+ 173.33% |
$349M - $360M
|
4.8M
$563M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
543+ 15.68% |
$62.2K - $64.2K
|
4.01K
$470K
|
|
|
May 15, 2025
Q1 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
1.49K+ 40.04% |
$171K - $176K
|
5.21K
$611K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-46.6K- 7.7% |
$5.34M - $5.51M
|
559K
$65.6M
|