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 |
---|---|---|---|---|---|---|---|
Aug 12, 2024
Q2 2024
|
Acas, LLC
|
BUY
|
- |
368+ 18.07% |
$41.7K - $42.6K
|
2.4K
$277K
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-58- 57.43% |
$6.58K - $6.72K
|
43
$4.96K
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
165+ 611.11% |
$18.7K - $19.1K
|
192
$22.1K
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
701New |
$79.5K - $81.2K
|
701
$80.9K
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
12.5KNew |
$1.42M - $1.45M
|
12.5K
$1.44M
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
23.7KNew |
$2.69M - $2.75M
|
23.7K
$2.74M
|
|
Aug 08, 2024
Q2 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
1.11KNew |
$126K - $129K
|
1.11K
$128K
|
|
Aug 08, 2024
Q2 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-27- 0.17% |
$3.06K - $3.13K
|
15.8K
$1.83M
|
|
Aug 08, 2024
Q2 2024
|
Teilinger Capital Ltd.
Houston, TX |
SELL
|
- |
-240K- 89.22% |
$27.2M - $27.8M
|
29K
$3.34M
|
|
Aug 07, 2024
Q2 2024
|
Cowen And Company, LLC
|
BUY
|
- |
5K+ 33.33% |
$567K - $579K
|
20K
$2.31M
|
|
Aug 07, 2024
Q2 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-84- 3.91% |
$9.53K - $9.73K
|
2.07K
$238K
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-388- 80.17% |
$44K - $45K
|
96
$11.1K
|
|
Aug 07, 2024
Q2 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
2.14K+ 164.99% |
$242K - $247K
|
3.43K
$396K
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
14.5KNew |
$1.65M - $1.68M
|
14.5K
$1.67M
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-129- 15.83% |
$14.6K - $14.9K
|
686
$79.1K
|
|
Aug 06, 2024
Q2 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
2.63KNew |
$298K - $304K
|
2.63K
$303K
|
|
Aug 06, 2024
Q2 2024
|
Raub Brock Capital Management LP
|
SELL
|
- |
-125- 0.09% |
$14.2K - $14.5K
|
144K
$16.6M
|
|
Aug 06, 2024
Q2 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
21.5K+ 64.22% |
$2.44M - $2.49M
|
55K
$6.34M
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-136- 16.19% |
$15.4K - $15.8K
|
704
$81.2K
|
|
Aug 05, 2024
Q2 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-2.14K- 55.05% |
$243K - $248K
|
1.75K
$202K
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
435New |
$49.3K - $50.4K
|
435
$50.2K
|
|
Aug 02, 2024
Q2 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
4.78K+ 142.38% |
$542K - $554K
|
8.14K
$939K
|
|
Aug 02, 2024
Q2 2024
|
Wealth Effects LLC
|
SELL
|
- |
-519- 18.64% |
$58.9K - $60.1K
|
2.27K
$261K
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
60+ 1.33% |
$6.81K - $6.95K
|
4.57K
$527K
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
22New |
$2.5K - $2.55K
|
22
$2.54K
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.56K+ 84.15% |
$176K - $180K
|
3.4K
$393K
|
|
Jul 31, 2024
Q2 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
2.79K+ 23.39% |
$317K - $324K
|
14.7K
$1.7M
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-916- 4.46% |
$104K - $106K
|
19.6K
$2.26M
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-222- 10.62% |
$25.2K - $25.7K
|
1.87K
$216K
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
162+ 2.9% |
$18.4K - $18.8K
|
5.75K
$663K
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
7.24KNew |
$821K - $839K
|
7.24K
$835K
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-1.19K- 39.4% |
$135K - $138K
|
1.83K
$211K
|
|
Jul 30, 2024
Q2 2024
|
Searle & Co.
|
BUY
|
- |
259+ 3.45% |
$29.4K - $30K
|
7.76K
$895K
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-815- 7.95% |
$92.4K - $94.4K
|
9.44K
$1.09M
|
|
Jul 26, 2024
Q2 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
16+ 0.83% |
$1.81K - $1.85K
|
1.96K
$225K
|
|
Jul 25, 2024
Q2 2024
|
Forte Asset Management LLC
|
BUY
|
- |
750+ 30.0% |
$85.1K - $86.9K
|
3.25K
$375K
|
|
Jul 24, 2024
Q2 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.96KNew |
$223K - $228K
|
1.96K
$227K
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
22New |
$2.5K - $2.55K
|
22
$2.54K
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
4New |
$454 - $464
|
4
$461
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
391New |
$44.4K - $45.3K
|
391
$45.1K
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
2.74KNew |
$311K - $317K
|
2.74K
$316K
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-798- 93.55% |
$90.5K - $92.5K
|
55
$6.34K
|
|
Jul 22, 2024
Q2 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
204New |
$23.1K - $23.6K
|
204
$23.5K
|
|
Jul 22, 2024
Q2 2024
|
Matson Money. Inc.
|
BUY
|
- |
30.2K+ 2.08% |
$3.42M - $3.49M
|
1.48M
$171M
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
7.66K+ 4.1% |
$869K - $888K
|
195K
$22.4M
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-200- 47.17% |
$22.7K - $23.2K
|
224
$25.8K
|
|
Jul 19, 2024
Q2 2024
|
Donald L. Hagan, LLC
|
BUY
|
- |
1.6K+ 19.22% |
$181K - $185K
|
9.9K
$1.14M
|
|
Jul 18, 2024
Q2 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-328- 33.88% |
$37.2K - $38K
|
640
$73.8K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
3.94K+ 16400.0% |
$446K - $456K
|
3.96K
$457K
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
20.8KNew |
$2.36M - $2.41M
|
20.8K
$2.4M
|