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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4.45K+ 17.69% |
$510K - $525K
|
29.6K
$3.49M
|
|
|
Apr 11, 2025
Q1 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
2.2K+ 100.0% |
$252K - $260K
|
4.4K
$519K
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
15.1KNew |
$1.73M - $1.78M
|
15.1K
$1.78M
|
|
|
Apr 11, 2025
Q1 2025
|
Hoese & CO LLP
|
SELL
|
- |
-1.37K- 0.72% |
$157K - $162K
|
189K
$22.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
128New |
$14.7K - $15.1K
|
128
$15.1K
|
|
|
Apr 11, 2025
Q1 2025
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-4.56K- 9.53% |
$522K - $538K
|
43.3K
$5.11M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-518- 4.4% |
$59.3K - $61.1K
|
11.3K
$1.33M
|
|
|
Apr 10, 2025
Q1 2025
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
36.9KNew |
$4.23M - $4.36M
|
36.9K
$4.36M
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-299- 5.74% |
$34.3K - $35.3K
|
4.91K
$579K
|
|
|
Apr 10, 2025
Q1 2025
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-491- 5.34% |
$56.3K - $57.9K
|
8.7K
$1.03M
|
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-25- 0.61% |
$2.86K - $2.95K
|
4.08K
$482K
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
SELL
|
- |
-1.76K- 1.8% |
$202K - $208K
|
95.9K
$11.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
678+ 3.91% |
$77.7K - $80K
|
18K
$2.13M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
2.48K+ 79.67% |
$284K - $293K
|
5.59K
$660K
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
18.1KNew |
$2.08M - $2.14M
|
18.1K
$2.14M
|
|
|
Apr 10, 2025
Q1 2025
|
Edge Wealth Management LLC
|
BUY
|
- |
4.48K+ 17.99% |
$513K - $528K
|
29.4K
$3.46M
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
2.67KNew |
$306K - $315K
|
2.67K
$315K
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
2.41KNew |
$276K - $284K
|
2.41K
$284K
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
40.1KNew |
$4.6M - $4.74M
|
40.1K
$4.74M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.39K+ 33.38% |
$159K - $164K
|
5.55K
$654K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
329New |
$37.7K - $38.8K
|
329
$38.8K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
8+ 0.39% |
$917 - $944
|
2.07K
$245K
|
|
|
Apr 09, 2025
Q1 2025
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
121KNew |
$13.9M - $14.3M
|
121K
$14.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.57K- 13.7% |
$294K - $303K
|
16.2K
$1.91M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.94K+ 192.85% |
$451K - $465K
|
5.98K
$706K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.15K- 53.41% |
$247K - $254K
|
1.88K
$222K
|
|
|
Apr 09, 2025
Q1 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
206+ 1.28% |
$23.6K - $24.3K
|
16.3K
$1.93M
|
|
|
Apr 08, 2025
Q1 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
27KNew |
$3.1M - $3.19M
|
27K
$3.19M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
13+ 3.81% |
$1.49K - $1.53K
|
354
$41.8K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
5+ 0.33% |
$573 - $590
|
1.51K
$178K
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-2.98K- 2.53% |
$341K - $351K
|
115K
$13.6M
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
2.12KNew |
$243K - $250K
|
2.12K
$250K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
58New |
$6.65K - $6.84K
|
58
$6.84K
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
6.44K+ 11712.73% |
$738K - $760K
|
6.5K
$767K
|
|
|
Apr 07, 2025
Q1 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
189+ 2.45% |
$21.7K - $22.3K
|
7.9K
$932K
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
40New |
$4.58K - $4.72K
|
40
$4.72K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-639- 59.5% |
$73.2K - $75.4K
|
435
$51.3K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
275+ 458.33% |
$31.5K - $32.4K
|
335
$39.5K
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
1.22K+ 7.03% |
$140K - $144K
|
18.6K
$2.2M
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-2.79K- 3.54% |
$319K - $329K
|
76K
$8.97M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
569+ 3.36% |
$65.2K - $67.1K
|
17.5K
$2.07M
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
898+ 1.94% |
$103K - $106K
|
47.2K
$5.57M
|
|
| Q4 2024 | |||||||
|
Apr 07, 2025
Q4 2024
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
BUY
|
- |
7.5KNew |
$863K - $897K
|
7.5K
$885K
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-115K- 99.39% |
$13.2M - $13.7M
|
706
$83.3K
|
|
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
12.1KNew |
$1.4M - $1.45M
|
12.1K
$1.43M
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
2New |
$230 - $239
|
2
$236
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
9New |
$1.04K - $1.08K
|
9
$1.06K
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
42+ 0.11% |
$4.83K - $5.02K
|
39.3K
$4.64M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
12.6K+ 11.04% |
$1.45M - $1.5M
|
127K
$14.9M
|
|
|
Mar 14, 2025
Q4 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-4.3K- 96.5% |
$495K - $514K
|
156
$18.4K
|
|