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 |
|---|---|---|---|---|---|---|---|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.85K- 14.29% |
$441K - $462K
|
23.1K
$2.66M
|
|
|
Dec 06, 2024
Q3 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
823New |
$94.4K - $98.9K
|
823
$94.9K
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-388- 16.19% |
$44.5K - $46.6K
|
2.01K
$232K
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-869K- 99.0% |
$99.7M - $104M
|
8.82K
$1.02M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
44.5KNew |
$5.1M - $5.35M
|
44.5K
$5.13M
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
SELL
|
- |
-4.68K- 16.09% |
$537K - $563K
|
24.4K
$2.81M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.67K+ 78.88% |
$306K - $321K
|
6.06K
$698K
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
350+ 18.64% |
$40.2K - $42.1K
|
2.23K
$257K
|
|
|
Nov 21, 2024
Q3 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
248KNew |
$28.5M - $29.8M
|
248K
$28.6M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
543+ 0.15% |
$62.3K - $65.3K
|
362K
$41.7M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-8.42K- 7.58% |
$966K - $1.01M
|
103K
$11.8M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
45.3K+ 38.35% |
$5.19M - $5.44M
|
163K
$18.8M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-251- 56.15% |
$28.8K - $30.2K
|
196
$22.6K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
501+ 0.27% |
$57.5K - $60.2K
|
187K
$21.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Unconventional Investor, LLC
|
BUY
|
- |
3+ 0.11% |
$344 - $361
|
2.84K
$328K
|
|
|
Nov 15, 2024
Q3 2024
|
Gould Capital, LLC
|
BUY
|
- |
1.05K+ 1.03% |
$120K - $126K
|
103K
$11.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-2.39K- 8.68% |
$275K - $288K
|
25.2K
$2.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
12.5K+ 120.94% |
$1.44M - $1.51M
|
22.9K
$2.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Wit, LLC
District Of Columbia, DC |
BUY
|
- |
834+ 90.36% |
$95.7K - $100K
|
1.76K
$203K
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
81.3K+ 256.16% |
$9.33M - $9.78M
|
113K
$13M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
5.7KNew |
$654K - $685K
|
5.7K
$658K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
27.2K+ 192.29% |
$3.12M - $3.27M
|
41.3K
$4.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
7.48KNew |
$859K - $900K
|
7.48K
$863K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
88.5K+ 591.28% |
$10.2M - $10.6M
|
103K
$11.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
7.49K+ 7.09% |
$859K - $900K
|
113K
$13M
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
SELL
|
- |
-757- 13.05% |
$86.9K - $91K
|
5.04K
$582K
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.77K+ 53.42% |
$318K - $333K
|
7.96K
$918K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-191K- 10.44% |
$21.9M - $23M
|
1.64M
$189M
|
|
|
Nov 14, 2024
Q3 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
8.04K+ 41.02% |
$922K - $967K
|
27.6K
$3.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-12.4K- 30.14% |
$1.43M - $1.5M
|
28.8K
$3.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-246- 10.85% |
$28.2K - $29.6K
|
2.02K
$233K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
26.2K+ 858.66% |
$3M - $3.15M
|
29.2K
$3.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
1.6K+ 23.07% |
$184K - $193K
|
8.55K
$986K
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
7.08KNew |
$813K - $852K
|
7.08K
$817K
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
2.3KNew |
$264K - $277K
|
2.3K
$266K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-22.5K- 49.31% |
$2.58M - $2.7M
|
23.1K
$2.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-81.5K- 4.45% |
$9.35M - $9.8M
|
1.75M
$202M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
18.6K+ 2488.37% |
$2.14M - $2.24M
|
19.4K
$2.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
584+ 45.06% |
$67K - $70.2K
|
1.88K
$217K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.1K+ 29.01% |
$241K - $252K
|
9.34K
$1.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
44.1K+ 474.07% |
$5.06M - $5.3M
|
53.4K
$6.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
889+ 2.66% |
$102K - $107K
|
34.3K
$3.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
443+ 7.3% |
$50.8K - $53.3K
|
6.52K
$751K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
135K+ 73.17% |
$15.4M - $16.2M
|
319K
$36.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.73KNew |
$199K - $208K
|
1.73K
$200K
|
|
|
Nov 14, 2024
Q3 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
25.9K+ 145.5% |
$2.97M - $3.12M
|
43.7K
$5.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
1.16K+ 2.32% |
$133K - $139K
|
51.1K
$5.9M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.44K- 7.17% |
$624K - $654K
|
70.5K
$8.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-235- 6.11% |
$27K - $28.3K
|
3.61K
$417K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
1.92K+ 33.96% |
$221K - $231K
|
7.59K
$875K
|