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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
6.38K+ 6.02% |
$732K - $767K
|
112K
$13M
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
479+ 2.93% |
$55K - $57.6K
|
16.8K
$1.94M
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
6.49K+ 37.35% |
$745K - $780K
|
23.9K
$2.75M
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-11- 0.12% |
$1.26K - $1.32K
|
9.52K
$1.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
1.66KNew |
$191K - $200K
|
1.66K
$192K
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
85+ 4.76% |
$9.75K - $10.2K
|
1.87K
$216K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
50New |
$5.74K - $6.01K
|
50
$5.77K
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
102K+ 5364.08% |
$11.6M - $12.2M
|
103K
$11.9M
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
41.3K+ 12.45% |
$4.74M - $4.96M
|
373K
$43M
|
|
|
Oct 11, 2024
Q3 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-111- 1.19% |
$12.7K - $13.3K
|
9.23K
$1.06M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.47K+ 13.15% |
$398K - $417K
|
29.9K
$3.45M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-118K- 6.3% |
$13.5M - $14.2M
|
1.75M
$202M
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
70+ 1.77% |
$8.03K - $8.42K
|
4.03K
$465K
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-179- 4.65% |
$20.5K - $21.5K
|
3.67K
$423K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
7.41K+ 35295.24% |
$850K - $891K
|
7.43K
$857K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
1.12KNew |
$129K - $135K
|
1.12K
$130K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
369+ 18.22% |
$42.3K - $44.4K
|
2.39K
$276K
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
7.39K+ 25.05% |
$848K - $888K
|
36.9K
$4.25M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
10+ 200.0% |
$1.15K - $1.2K
|
15
$1.73K
|
|
|
Oct 10, 2024
Q3 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-9.04K- 15.98% |
$1.04M - $1.09M
|
47.5K
$5.48M
|
|
|
Oct 10, 2024
Q3 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-38.7K- 90.38% |
$4.44M - $4.65M
|
4.12K
$475K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.06K+ 4.71% |
$122K - $128K
|
23.6K
$2.73M
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
80+ 0.65% |
$9.18K - $9.62K
|
12.4K
$1.43M
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-5.11K- 26.01% |
$586K - $614K
|
14.5K
$1.68M
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
4KNew |
$459K - $481K
|
4K
$461K
|
|
|
Oct 10, 2024
Q3 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
171+ 2.48% |
$19.6K - $20.6K
|
7.07K
$816K
|
|
|
Oct 10, 2024
Q3 2024
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
1.11K+ 2.29% |
$127K - $133K
|
49.5K
$5.71M
|
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Hoese & CO LLP
|
BUY
|
- |
20.6KNew |
$2.36M - $2.47M
|
20.6K
$2.37M
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-169- 5.21% |
$19.4K - $20.3K
|
3.08K
$355K
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
BUY
|
- |
91+ 0.81% |
$10.4K - $10.9K
|
11.4K
$1.31M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-178- 2.2% |
$20.4K - $21.4K
|
7.91K
$912K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
948+ 15.23% |
$109K - $114K
|
7.17K
$827K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-7- 0.15% |
$803 - $842
|
4.78K
$551K
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
1.58K+ 64.13% |
$182K - $190K
|
4.05K
$468K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
39.8K+ 279.38% |
$4.56M - $4.78M
|
54K
$6.23M
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-24- 4.23% |
$2.75K - $2.89K
|
544
$62.7K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
18.5K+ 76.64% |
$2.13M - $2.23M
|
42.7K
$4.93M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
972+ 3.0% |
$112K - $117K
|
33.4K
$3.85M
|
|
|
Oct 08, 2024
Q3 2024
|
Sinecera Capital, LLC
|
BUY
|
- |
1K+ 6.66% |
$115K - $120K
|
16K
$1.85M
|
|
|
Oct 08, 2024
Q3 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-5.68K- 59.81% |
$652K - $683K
|
3.82K
$440K
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
BUY
|
- |
123New |
$14.1K - $14.8K
|
123
$14.2K
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
11.9K+ 373.67% |
$1.36M - $1.43M
|
15K
$1.73M
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
16.2K+ 9.32% |
$1.86M - $1.95M
|
190K
$21.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-94- 3.27% |
$10.8K - $11.3K
|
2.78K
$321K
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
765+ 4.3% |
$87.8K - $92K
|
18.6K
$2.14M
|
|
|
Oct 07, 2024
Q3 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
51.4KNew |
$5.9M - $6.18M
|
51.4K
$5.93M
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
6.87K+ 48.2% |
$788K - $825K
|
21.1K
$2.43M
|
|
|
Oct 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-1.12K- 21.74% |
$128K - $134K
|
4.01K
$463K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.95K+ 14.19% |
$568K - $595K
|
39.8K
$4.59M
|