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 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
1.55K+ 5.87% |
$177K - $183K
|
27.9K
$3.27M
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
99+ 1980.0% |
$11.3K - $11.7K
|
104
$12.2K
|
|
Apr 21, 2025
Q1 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
186+ 5.16% |
$21.3K - $22K
|
3.79K
$445K
|
|
Apr 21, 2025
Q1 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
716+ 4.52% |
$82K - $84.6K
|
16.5K
$1.94M
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.88K+ 4.48% |
$330K - $340K
|
67.2K
$7.88M
|
|
Apr 21, 2025
Q1 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
SELL
|
- |
-84- 3.48% |
$9.62K - $9.92K
|
2.33K
$273K
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
BUY
|
- |
37.5KNew |
$4.29M - $4.42M
|
37.5K
$4.39M
|
|
Apr 21, 2025
Q1 2025
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
149+ 5.13% |
$17.1K - $17.6K
|
3.05K
$358K
|
|
Apr 21, 2025
Q1 2025
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-128- 3.77% |
$14.7K - $15.1K
|
3.26K
$383K
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
5.04K+ 8.21% |
$577K - $595K
|
66.4K
$7.79M
|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
397+ 389.22% |
$45.5K - $46.9K
|
499
$58.5K
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
35New |
$4.01K - $4.13K
|
35
$4.1K
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-1.93K- 15.99% |
$221K - $227K
|
10.1K
$1.19M
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.26K+ 19.28% |
$144K - $149K
|
7.78K
$912K
|
|
Apr 21, 2025
Q1 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-3.47K- 0.59% |
$398K - $410K
|
581K
$68.1M
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-102- 1.36% |
$11.7K - $12.1K
|
7.38K
$865K
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
3.71K+ 7.93% |
$424K - $438K
|
50.5K
$5.91M
|
|
Apr 21, 2025
Q1 2025
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-18.3K- 51.21% |
$2.1M - $2.16M
|
17.4K
$2.04M
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-460- 11.86% |
$52.7K - $54.3K
|
3.42K
$401K
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
12.3KNew |
$1.41M - $1.46M
|
12.3K
$1.44M
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
137K+ 120.09% |
$15.7M - $16.2M
|
251K
$29.5M
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
292+ 7.49% |
$33.5K - $34.5K
|
4.19K
$492K
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-640- 1.3% |
$73.3K - $75.6K
|
48.5K
$5.68M
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
199New |
$22.8K - $23.5K
|
199
$23.3K
|
|
Apr 17, 2025
Q1 2025
|
Newport Capital Group, LLC
|
SELL
|
- |
-2.08K- 5.85% |
$239K - $246K
|
33.6K
$3.93M
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-186- 8.29% |
$21.3K - $22K
|
2.06K
$241K
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
3.33KNew |
$381K - $393K
|
3.33K
$390K
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1.78K- 5.63% |
$204K - $210K
|
29.9K
$3.5M
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
165New |
$18.9K - $19.5K
|
165
$19.3K
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
12.7KNew |
$1.46M - $1.5M
|
12.7K
$1.49M
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-4.43K- 16.34% |
$507K - $523K
|
22.7K
$2.66M
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
2.64K+ 6.93% |
$302K - $312K
|
40.8K
$4.78M
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
BUY
|
- |
263+ 3.24% |
$30.1K - $31.1K
|
8.38K
$982K
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-34.9K- 1.89% |
$4M - $4.12M
|
1.81M
$212M
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
242KNew |
$27.7M - $28.6M
|
242K
$28.4M
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-1.99K- 18.84% |
$228K - $235K
|
8.58K
$1.01M
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.14K+ 3.8% |
$131K - $135K
|
31.1K
$3.65M
|
|
Apr 17, 2025
Q1 2025
|
Community Trust & Investment CO
|
BUY
|
- |
366+ 1.05% |
$41.9K - $43.2K
|
35.2K
$4.13M
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
251+ 4.87% |
$28.8K - $29.7K
|
5.4K
$634K
|
|
Apr 17, 2025
Q1 2025
|
Berkshire Bank
|
BUY
|
- |
2.87K+ 1.77% |
$329K - $339K
|
166K
$19.4M
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-5.48K- 62.04% |
$627K - $647K
|
3.35K
$393K
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
30.6KNew |
$3.5M - $3.61M
|
30.6K
$3.58M
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-1K- 26.85% |
$115K - $118K
|
2.72K
$319K
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
118+ 5.97% |
$13.5K - $13.9K
|
2.09K
$245K
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
BUY
|
- |
207+ 3.12% |
$23.7K - $24.5K
|
6.85K
$803K
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
85+ 1.16% |
$9.74K - $10K
|
7.39K
$866K
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-432- 8.6% |
$49.5K - $51K
|
4.59K
$538K
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-4.48K- 11.39% |
$513K - $529K
|
34.9K
$4.09M
|
|
Apr 16, 2025
Q1 2025
|
Paragon Capital Management LTD
|
SELL
|
- |
-3.27K- 8.49% |
$375K - $386K
|
35.3K
$4.14M
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
335+ 17.92% |
$38.4K - $39.6K
|
2.2K
$258K
|