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 01, 2025
Q1 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
85.2KNew |
$9.77M - $10.1M
|
85.2K
$10.1M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
77+ 3.99% |
$8.82K - $9.1K
|
2.01K
$238K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
57+ 1.86% |
$6.53K - $6.73K
|
3.13K
$370K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-191- 3.52% |
$21.9K - $22.6K
|
5.24K
$620K
|
|
|
May 01, 2025
Q1 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
34.1KNew |
$3.91M - $4.03M
|
34.1K
$4.04M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
8.62K+ 8.28% |
$987K - $1.02M
|
113K
$13.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-1.65K- 29.91% |
$189K - $195K
|
3.86K
$457K
|
|
|
Apr 30, 2025
Q1 2025
|
Bank Hapoalim Bm
|
BUY
|
- |
919+ 7.52% |
$105K - $109K
|
13.1K
$1.55M
|
|
|
Apr 30, 2025
Q1 2025
|
Values First Advisors, Inc.
|
BUY
|
- |
303+ 0.71% |
$34.7K - $35.8K
|
42.7K
$5.05M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-824- 1.47% |
$94.4K - $97.3K
|
55.2K
$6.54M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
118K+ 1396.74% |
$13.5M - $14M
|
127K
$15M
|
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-8.12K- 17.16% |
$930K - $959K
|
39.2K
$4.64M
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
87.5KNew |
$10M - $10.3M
|
87.5K
$10.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
13.6K+ 33.18% |
$1.56M - $1.61M
|
54.6K
$6.46M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.15K+ 1213.68% |
$132K - $136K
|
1.25K
$148K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
7.19K+ 4.13% |
$823K - $849K
|
181K
$21.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.11KNew |
$241K - $249K
|
2.11K
$249K
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-85.9K- 53.14% |
$9.84M - $10.1M
|
75.7K
$8.96M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.45K- 9.82% |
$166K - $171K
|
13.3K
$1.58M
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Bank
|
SELL
|
- |
-1.2K- 14.51% |
$137K - $142K
|
7.07K
$837K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-674- 98.25% |
$77.2K - $79.6K
|
12
$1.42K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
121K+ 5.47% |
$13.8M - $14.3M
|
2.33M
$276M
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
25.8K+ 127.08% |
$2.95M - $3.04M
|
46K
$5.45M
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
BUY
|
- |
358+ 4.93% |
$41K - $42.3K
|
7.62K
$902K
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.15K+ 3.17% |
$361K - $372K
|
103K
$12.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
787+ 7.57% |
$90.2K - $93K
|
11.2K
$1.32M
|
|
|
Apr 29, 2025
Q1 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-59- 0.23% |
$6.76K - $6.97K
|
25.3K
$3M
|
|
|
Apr 29, 2025
Q1 2025
|
Timber Creek Capital Management LLC
|
BUY
|
- |
14+ 0.2% |
$1.6K - $1.65K
|
7.1K
$840K
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
650+ 53.59% |
$74.5K - $76.8K
|
1.86K
$221K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.68K+ 15.29% |
$193K - $199K
|
12.7K
$1.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.6K+ 7.3% |
$183K - $189K
|
23.5K
$2.78M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-33.2K- 1.47% |
$3.8M - $3.92M
|
2.22M
$263M
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
SELL
|
- |
-2- 0.04% |
$229 - $236
|
4.61K
$546K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
51.3KNew |
$5.87M - $6.06M
|
51.3K
$6.07M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
16.3K+ 131.37% |
$1.87M - $1.93M
|
28.7K
$3.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
857New |
$98.2K - $101K
|
857
$101K
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
SELL
|
- |
-9.73K- 27.7% |
$1.11M - $1.15M
|
25.4K
$3.01M
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-943- 5.03% |
$108K - $111K
|
17.8K
$2.11M
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
2.54K+ 4.09% |
$291K - $300K
|
64.5K
$7.64M
|
|
|
Apr 29, 2025
Q1 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-34- 1.79% |
$3.9K - $4.02K
|
1.86K
$221K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
62.5K+ 1.7% |
$7.16M - $7.38M
|
3.75M
$444M
|
|
|
Apr 29, 2025
Q1 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
20K+ 48.54% |
$2.29M - $2.36M
|
61.2K
$7.24M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
3.89KNew |
$446K - $460K
|
3.89K
$461K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
91+ 126.39% |
$10.4K - $10.8K
|
163
$19.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
1.74KNew |
$199K - $205K
|
1.74K
$206K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-17.3K- 4.35% |
$1.99M - $2.05M
|
382K
$45.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
587+ 0.94% |
$67.3K - $69.3K
|
63K
$7.46M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-63- 2.47% |
$7.22K - $7.44K
|
2.49K
$294K
|
|
|
Apr 28, 2025
Q1 2025
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-84- 9.14% |
$9.62K - $9.92K
|
835
$98.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
5.47K+ 278.64% |
$626K - $646K
|
7.43K
$879K
|