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 |
---|---|---|---|---|---|---|---|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
333+ 6.35% |
$38.9K - $39.8K
|
5.58K
$668K
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-1- 0.43% |
$117 - $119
|
229
$27.4K
|
|
Jul 23, 2025
Q2 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
649+ 5.24% |
$75.9K - $77.5K
|
13K
$1.56M
|
|
Jul 23, 2025
Q2 2025
|
Center For Asset Management LLC
|
SELL
|
- |
-5.77K- 17.13% |
$675K - $689K
|
27.9K
$3.35M
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
SELL
|
- |
-167- 3.62% |
$19.5K - $19.9K
|
4.45K
$533K
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
SELL
|
- |
-37.3K- 99.65% |
$4.36M - $4.46M
|
132
$15.8K
|
|
Jul 23, 2025
Q2 2025
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
18.7K+ 61.03% |
$2.18M - $2.23M
|
49.3K
$5.9M
|
|
Jul 23, 2025
Q2 2025
|
West End Advisors, LLC
|
SELL
|
- |
-123K- 10.79% |
$14.4M - $14.7M
|
1.02M
$122M
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.73KNew |
$202K - $206K
|
1.73K
$207K
|
|
Jul 23, 2025
Q2 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
26.6K+ 152.77% |
$3.11M - $3.18M
|
44.1K
$5.28M
|
|
Jul 23, 2025
Q2 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-1.18K- 5.22% |
$138K - $141K
|
21.5K
$2.57M
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-100- 2.71% |
$11.7K - $11.9K
|
3.59K
$430K
|
|
Jul 23, 2025
Q2 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-1.7K- 2.64% |
$199K - $203K
|
62.8K
$7.53M
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
BUY
|
- |
2.24K+ 26.72% |
$262K - $267K
|
10.6K
$1.27M
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-473- 4.92% |
$55.3K - $56.5K
|
9.14K
$1.09M
|
|
Jul 23, 2025
Q2 2025
|
In Track Investment Management Inc
|
BUY
|
- |
24.6KNew |
$2.88M - $2.94M
|
24.6K
$2.95M
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-219- 1.61% |
$25.6K - $26.1K
|
13.4K
$1.6M
|
|
Jul 23, 2025
Q2 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
1.78KNew |
$208K - $213K
|
1.78K
$214K
|
|
Jul 23, 2025
Q2 2025
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
6.27K+ 5.17% |
$733K - $748K
|
128K
$15.3M
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-57- 0.94% |
$6.67K - $6.81K
|
5.98K
$717K
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
657+ 0.31% |
$76.8K - $78.4K
|
211K
$25.3M
|
|
Jul 23, 2025
Q2 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
733+ 1.39% |
$85.7K - $87.5K
|
53.4K
$6.4M
|
|
Jul 22, 2025
Q2 2025
|
Bank Hapoalim Bm
|
BUY
|
- |
385+ 2.93% |
$45K - $46K
|
13.5K
$1.62M
|
|
Jul 22, 2025
Q2 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
244+ 13.1% |
$28.5K - $29.1K
|
2.11K
$253K
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
23.6K+ 156.21% |
$2.76M - $2.82M
|
38.7K
$4.64M
|
|
Jul 22, 2025
Q2 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
8.05KNew |
$941K - $961K
|
8.05K
$965K
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-2.71K- 3.14% |
$317K - $324K
|
83.6K
$10M
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-8.19K- 3.93% |
$958K - $978K
|
200K
$24M
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
239+ 7.21% |
$27.9K - $28.5K
|
3.55K
$426K
|
|
Jul 22, 2025
Q2 2025
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-9.81K- 20.64% |
$1.15M - $1.17M
|
37.7K
$4.52M
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1+ 0.98% |
$117 - $119
|
103
$12.3K
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.97K+ 55.85% |
$464K - $474K
|
11.1K
$1.33M
|
|
Jul 22, 2025
Q2 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
225+ 47.17% |
$26.3K - $26.9K
|
702
$84.1K
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
2.33KNew |
$272K - $278K
|
2.33K
$279K
|
|
Jul 22, 2025
Q2 2025
|
Imc Chicago, LLC
|
BUY
|
- |
10KNew |
$1.17M - $1.19M
|
10K
$1.2M
|
|
Jul 22, 2025
Q2 2025
|
Cpr Investments Inc.
Rochester, MI |
SELL
|
- |
-18.3K- 49.61% |
$2.14M - $2.19M
|
18.6K
$2.23M
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-7.17K- 11.37% |
$838K - $856K
|
55.9K
$6.7M
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-4.99K- 4.49% |
$583K - $595K
|
106K
$12.7M
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-6.03K- 37.29% |
$705K - $720K
|
10.1K
$1.22M
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
BUY
|
- |
759+ 9.96% |
$88.7K - $90.6K
|
8.38K
$1M
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-41.5K- 87.72% |
$4.85M - $4.96M
|
5.81K
$697K
|
|
Jul 22, 2025
Q2 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-678- 7.49% |
$79.3K - $80.9K
|
8.38K
$1M
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
1.14K+ 3.38% |
$133K - $136K
|
34.7K
$4.16M
|
|
Jul 21, 2025
Q2 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
36.9K+ 30.37% |
$4.32M - $4.41M
|
159K
$19M
|
|
Jul 21, 2025
Q2 2025
|
Financial Services Advisory Inc
|
BUY
|
- |
4.66KNew |
$545K - $556K
|
4.66K
$558K
|
|
Jul 21, 2025
Q2 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
3.3KNew |
$385K - $394K
|
3.3K
$395K
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
49.9K+ 117.47% |
$5.83M - $5.96M
|
92.4K
$11.1M
|
|
Jul 21, 2025
Q2 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-137- 2.26% |
$16K - $16.4K
|
5.93K
$710K
|
|
Jul 21, 2025
Q2 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
498+ 3.79% |
$58.2K - $59.5K
|
13.6K
$1.63M
|
|
Jul 21, 2025
Q2 2025
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-5.18K- 0.49% |
$605K - $618K
|
1.06M
$126M
|