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 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
135K+ 107.01% |
$15.5M - $16M
|
262K
$30.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-527- 20.67% |
$60.4K - $62.3K
|
2.02K
$237K
|
|
|
Apr 16, 2025
Q1 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
12+ 0.4% |
$1.37K - $1.42K
|
3.01K
$353K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
140+ 5.06% |
$16K - $16.5K
|
2.91K
$341K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
862+ 21.91% |
$98.8K - $102K
|
4.8K
$562K
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-2.52K- 38.39% |
$288K - $297K
|
4.04K
$474K
|
|
|
Apr 16, 2025
Q1 2025
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-3.5K- 41.72% |
$401K - $413K
|
4.89K
$573K
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
117+ 6.66% |
$13.4K - $13.8K
|
1.87K
$220K
|
|
|
Apr 16, 2025
Q1 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-117- 2.76% |
$13.4K - $13.8K
|
4.12K
$483K
|
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-4.01K- 25.79% |
$459K - $473K
|
11.5K
$1.35M
|
|
|
Apr 16, 2025
Q1 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
53+ 1.41% |
$6.07K - $6.26K
|
3.8K
$446K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1.07K+ 27.46% |
$122K - $126K
|
4.96K
$581K
|
|
|
Apr 16, 2025
Q1 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-600- 10.15% |
$68.7K - $70.9K
|
5.31K
$622K
|
|
|
Apr 16, 2025
Q1 2025
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-1.3K- 0.89% |
$149K - $154K
|
145K
$16.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-16.2K- 34.58% |
$1.85M - $1.91M
|
30.6K
$3.59M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
176KNew |
$20.1M - $20.8M
|
176K
$20.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
1.93KNew |
$221K - $228K
|
1.93K
$226K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
4K+ 9.74% |
$459K - $473K
|
45.1K
$5.29M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-82- 0.19% |
$9.39K - $9.69K
|
42.5K
$4.98M
|
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
6.41K+ 13.85% |
$735K - $757K
|
52.7K
$6.18M
|
|
|
Apr 16, 2025
Q1 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
SELL
|
- |
-101- 1.09% |
$11.6K - $11.9K
|
9.19K
$1.08M
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
72New |
$8.25K - $8.51K
|
72
$8.44K
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
1.56K+ 10.18% |
$178K - $184K
|
16.8K
$1.97M
|
|
|
Apr 15, 2025
Q1 2025
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
353+ 0.65% |
$40.4K - $41.7K
|
55K
$6.45M
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.77KNew |
$202K - $209K
|
1.77K
$207K
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-1.14K- 39.02% |
$130K - $134K
|
1.77K
$208K
|
|
|
Apr 15, 2025
Q1 2025
|
Martin Capital Partners, LLC
|
SELL
|
- |
-165- 2.66% |
$18.9K - $19.5K
|
6.04K
$708K
|
|
|
Apr 15, 2025
Q1 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
636+ 1.56% |
$72.9K - $75.1K
|
41.4K
$4.86M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-1.41K- 5.84% |
$162K - $167K
|
22.8K
$2.67M
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-588- 14.76% |
$67.4K - $69.5K
|
3.4K
$398K
|
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-177- 8.81% |
$20.3K - $20.9K
|
1.83K
$215K
|
|
|
Apr 15, 2025
Q1 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
1.71KNew |
$196K - $202K
|
1.71K
$201K
|
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
3.14KNew |
$360K - $371K
|
3.14K
$369K
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1.21K- 10.22% |
$138K - $143K
|
10.6K
$1.24M
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
290+ 11.94% |
$33.2K - $34.3K
|
2.72K
$319K
|
|
|
Apr 14, 2025
Q1 2025
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-177- 2.34% |
$20.3K - $20.9K
|
7.37K
$864K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.59K+ 28.91% |
$296K - $305K
|
11.5K
$1.35M
|
|
|
Apr 14, 2025
Q1 2025
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-394K- 27.07% |
$45.1M - $46.5M
|
1.06M
$124M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
53.9K+ 151.12% |
$6.17M - $6.36M
|
89.5K
$10.5M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
66New |
$7.56K - $7.8K
|
66
$7.74K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
36.6K+ 2860.55% |
$4.19M - $4.33M
|
37.9K
$4.44M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-25.2K- 70.12% |
$2.89M - $2.98M
|
10.8K
$1.26M
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
395+ 2.31% |
$45.3K - $46.7K
|
17.5K
$2.05M
|
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
400+ 5.64% |
$45.8K - $47.3K
|
7.5K
$879K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
7.1KNew |
$814K - $839K
|
7.1K
$833K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-358- 0.41% |
$41K - $42.3K
|
86.3K
$10.1M
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
350+ 10.49% |
$40.1K - $41.3K
|
3.69K
$432K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-6.44K- 99.15% |
$738K - $761K
|
55
$6.45K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4.45K+ 17.69% |
$510K - $525K
|
29.6K
$3.47M
|
|
|
Apr 11, 2025
Q1 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
2.2K+ 100.0% |
$252K - $260K
|
4.4K
$516K
|