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 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
49.5K+ 69.62% |
$5.68M - $5.85M
|
121K
$14.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
1.32K+ 50.0% |
$151K - $156K
|
3.95K
$468K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-447- 39.59% |
$51.2K - $52.8K
|
682
$80.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
23.2KNew |
$2.65M - $2.74M
|
23.2K
$2.74M
|
|
|
Apr 28, 2025
Q1 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
348+ 3.43% |
$39.9K - $41.1K
|
10.5K
$1.24M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
54+ 0.3% |
$6.19K - $6.38K
|
18.3K
$2.16M
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
23+ 15.03% |
$2.64K - $2.72K
|
176
$20.8K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
3.58K+ 7.98% |
$410K - $422K
|
48.4K
$5.73M
|
|
|
Apr 28, 2025
Q1 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
4.32K+ 6.68% |
$495K - $510K
|
69K
$8.16M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.15KNew |
$590K - $609K
|
5.15K
$610K
|
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
BUY
|
- |
19.2KNew |
$2.2M - $2.27M
|
19.2K
$2.28M
|
|
|
Apr 28, 2025
Q1 2025
|
4 J Wealth Management LLC
|
BUY
|
- |
2.43K+ 7.59% |
$278K - $287K
|
34.4K
$4.07M
|
|
|
Apr 28, 2025
Q1 2025
|
Royal Harbor Partners, LLC
|
BUY
|
- |
32.3KNew |
$3.71M - $3.82M
|
32.3K
$3.83M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5.37K+ 1.91% |
$615K - $634K
|
287K
$34M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
101K+ 136.82% |
$11.6M - $11.9M
|
175K
$20.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
7+ 0.1% |
$802 - $827
|
6.68K
$791K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-463- 5.76% |
$53K - $54.7K
|
7.57K
$896K
|
|
|
Apr 25, 2025
Q1 2025
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
2.87K+ 652.27% |
$329K - $339K
|
3.31K
$392K
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-325- 6.71% |
$37.2K - $38.4K
|
4.52K
$535K
|
|
|
Apr 25, 2025
Q1 2025
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-1.54K- 2.5% |
$176K - $181K
|
60K
$7.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
15+ 0.3% |
$1.72K - $1.77K
|
5.09K
$602K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
466+ 6.76% |
$53.4K - $55.1K
|
7.36K
$871K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-823- 45.29% |
$94.3K - $97.2K
|
994
$118K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
307New |
$35.2K - $36.3K
|
307
$36.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-356- 3.57% |
$40.8K - $42.1K
|
9.61K
$1.14M
|
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-18.2K- 28.35% |
$2.08M - $2.15M
|
45.9K
$5.44M
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-1- 0.01% |
$115 - $118
|
7.23K
$856K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-382- 13.15% |
$43.8K - $45.1K
|
2.52K
$299K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
1.29K+ 8.53% |
$148K - $152K
|
16.4K
$1.94M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
906+ 2.13% |
$104K - $107K
|
43.4K
$5.13M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.14K+ 18.47% |
$130K - $134K
|
7.29K
$862K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-7.7K- 15.35% |
$882K - $910K
|
42.5K
$5.03M
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
102New |
$11.7K - $12.1K
|
102
$12.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-3.5K- 40.58% |
$401K - $414K
|
5.13K
$607K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-476- 5.76% |
$54.5K - $56.2K
|
7.8K
$923K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
SELL
|
- |
-102- 2.65% |
$11.7K - $12.1K
|
3.75K
$444K
|
|
|
Apr 24, 2025
Q1 2025
|
Surience Private Wealth LLC
|
SELL
|
- |
-22.4K- 88.79% |
$2.57M - $2.65M
|
2.83K
$335K
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
SELL
|
- |
-15K- 1.3% |
$1.72M - $1.78M
|
1.14M
$135M
|
|
|
Apr 24, 2025
Q1 2025
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-2.66K- 22.25% |
$305K - $314K
|
9.29K
$1.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
698New |
$80K - $82.5K
|
698
$82.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
1.96KNew |
$225K - $232K
|
1.96K
$232K
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-1.43K- 19.05% |
$163K - $169K
|
6.06K
$717K
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-357- 5.54% |
$40.9K - $42.2K
|
6.09K
$720K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-81- 21.09% |
$9.28K - $9.57K
|
303
$35.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
60.5K+ 144.6% |
$6.93M - $7.14M
|
102K
$12.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
518+ 2.97% |
$59.3K - $61.2K
|
18K
$2.13M
|
|
|
Apr 23, 2025
Q1 2025
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
1.72KNew |
$196K - $203K
|
1.72K
$203K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-318- 1.91% |
$36.4K - $37.6K
|
16.3K
$1.93M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-9.58K- 19.04% |
$1.1M - $1.13M
|
40.7K
$4.82M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-157- 5.73% |
$18K - $18.5K
|
2.58K
$306K
|