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 |
---|---|---|---|---|---|---|---|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
279+ 0.22% |
$32.1K - $33.4K
|
128K
$14.8M
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
5.21KNew |
$599K - $622K
|
5.21K
$602K
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3.27KNew |
$376K - $391K
|
3.27K
$378K
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-807- 3.55% |
$92.9K - $96.5K
|
21.9K
$2.53M
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
15+ 5.1% |
$1.73K - $1.79K
|
309
$35.7K
|
|
Jan 23, 2025
Q4 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
188K+ 47.28% |
$21.6M - $22.4M
|
584K
$67.5M
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
54New |
$6.21K - $6.46K
|
54
$6.24K
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
12.4K+ 41.61% |
$1.43M - $1.49M
|
42.3K
$4.89M
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
BUY
|
- |
15.4K+ 2.85% |
$1.77M - $1.84M
|
555K
$64.2M
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.1K+ 23.17% |
$126K - $131K
|
5.84K
$675K
|
|
Jan 23, 2025
Q4 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
653+ 2.64% |
$75.1K - $78.1K
|
25.4K
$2.93M
|
|
Jan 23, 2025
Q4 2024
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-154- 2.0% |
$17.7K - $18.4K
|
7.55K
$872K
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
6New |
$690 - $717
|
6
$693
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-2.86K- 6.33% |
$329K - $342K
|
42.4K
$4.9M
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-41- 2.05% |
$4.72K - $4.9K
|
1.96K
$227K
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
1.82K+ 11.62% |
$209K - $217K
|
17.4K
$2.02M
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-70- 1.76% |
$8.06K - $8.37K
|
3.9K
$451K
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
207+ 3.32% |
$23.8K - $24.7K
|
6.44K
$745K
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
5.02KNew |
$578K - $600K
|
5.02K
$580K
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-479- 36.82% |
$55.1K - $57.3K
|
822
$95K
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-123- 2.96% |
$14.2K - $14.7K
|
4.03K
$466K
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
SELL
|
- |
-4.38K- 13.41% |
$504K - $524K
|
28.3K
$3.27M
|
|
Jan 22, 2025
Q4 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
5.78K+ 2.54% |
$666K - $691K
|
234K
$27M
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-164- 7.81% |
$18.9K - $19.6K
|
1.94K
$224K
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
SELL
|
- |
-9.79K- 5.68% |
$1.13M - $1.17M
|
163K
$18.8M
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
4.43KNew |
$510K - $530K
|
4.43K
$512K
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
349+ 1.75% |
$40.2K - $41.7K
|
20.3K
$2.34M
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.87K+ 18.31% |
$215K - $224K
|
12.1K
$1.4M
|
|
Jan 22, 2025
Q4 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
5K+ 11.97% |
$575K - $598K
|
46.7K
$5.4M
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
8.63KNew |
$993K - $1.03M
|
8.63K
$997K
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
55+ 3.23% |
$6.33K - $6.58K
|
1.76K
$203K
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.77K- 5.23% |
$319K - $332K
|
50.3K
$5.81M
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
865+ 4.39% |
$99.5K - $103K
|
20.6K
$2.38M
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
46.3KNew |
$5.33M - $5.54M
|
46.3K
$5.35M
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
106+ 5.47% |
$12.2K - $12.7K
|
2.04K
$236K
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
404+ 2693.33% |
$46.5K - $48.3K
|
419
$48.4K
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-131- 38.87% |
$15.1K - $15.7K
|
206
$23.8K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
619+ 3.2% |
$71.2K - $74K
|
20K
$2.31M
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.79K+ 7.0% |
$320K - $333K
|
42.6K
$4.92M
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-5.73K- 19.14% |
$659K - $685K
|
24.2K
$2.8M
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
11.8K+ 9.69% |
$1.36M - $1.41M
|
134K
$15.5M
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
4.18K+ 14.42% |
$481K - $499K
|
33.1K
$3.83M
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
116+ 5.05% |
$13.3K - $13.9K
|
2.41K
$279K
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.02K+ 50.65% |
$117K - $122K
|
3.03K
$350K
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.89K+ 12.02% |
$217K - $226K
|
17.6K
$2.03M
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
242+ 1.44% |
$27.8K - $28.9K
|
17.1K
$1.97M
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
3.81K+ 8.4% |
$438K - $455K
|
49.1K
$5.68M
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.4K+ 32.03% |
$161K - $167K
|
5.76K
$665K
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-7.47K- 21.62% |
$860K - $893K
|
27.1K
$3.13M
|
|
Jan 17, 2025
Q4 2024
|
Mirabaud & Cie Sa
Geneva, V8 |
BUY
|
- |
1.32K+ 1.13% |
$152K - $158K
|
118K
$13.6M
|