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 |
---|---|---|---|---|---|---|---|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2.11KNew |
$242K - $247K
|
2.11K
$248K
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-221- 10.47% |
$25.4K - $26K
|
1.89K
$223K
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
194+ 6.75% |
$22.3K - $22.8K
|
3.07K
$362K
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-57- 8.06% |
$6.55K - $6.7K
|
650
$76.7K
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-401- 34.9% |
$46.1K - $47.1K
|
748
$88.2K
|
|
May 03, 2024
Q1 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-42- 1.24% |
$4.83K - $4.94K
|
3.35K
$395K
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
159+ 33.06% |
$18.3K - $18.7K
|
640
$75.5K
|
|
May 02, 2024
Q1 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
881+ 44.47% |
$101K - $104K
|
2.86K
$338K
|
|
May 02, 2024
Q1 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-252- 26.53% |
$29K - $29.6K
|
698
$82.3K
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
868New |
$99.8K - $102K
|
868
$102K
|
|
May 02, 2024
Q1 2024
|
Aries Wealth Management
|
BUY
|
- |
172+ 5.78% |
$19.8K - $20.2K
|
3.15K
$371K
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
273+ 3.95% |
$31.4K - $32.1K
|
7.18K
$847K
|
|
May 01, 2024
Q1 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
86+ 4.41% |
$9.89K - $10.1K
|
2.03K
$240K
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
750New |
$86.2K - $88.2K
|
750
$88.4K
|
|
May 01, 2024
Q1 2024
|
Centric Wealth Management
|
BUY
|
- |
39.8KNew |
$4.57M - $4.67M
|
39.8K
$4.69M
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-1.7K- 43.59% |
$195K - $200K
|
2.2K
$259K
|
|
May 01, 2024
Q1 2024
|
Janney Capital Management LLC
|
BUY
|
- |
1.86KNew |
$213K - $218K
|
1.86K
$219K
|
|
May 01, 2024
Q1 2024
|
Quaker Wealth Management, LLC
|
BUY
|
- |
22.7K+ 23.77% |
$2.6M - $2.66M
|
118K
$13.9M
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
7.61KNew |
$874K - $894K
|
7.61K
$897K
|
|
May 01, 2024
Q1 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-256- 11.52% |
$29.4K - $30.1K
|
1.97K
$232K
|
|
Apr 30, 2024
Q1 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-148- 5.04% |
$17K - $17.4K
|
2.79K
$329K
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
1.78KNew |
$204K - $209K
|
1.78K
$209K
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-516- 27.98% |
$59.3K - $60.7K
|
1.33K
$157K
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
1.84KNew |
$212K - $216K
|
1.84K
$217K
|
|
Apr 29, 2024
Q1 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-115- 76.67% |
$13.2K - $13.5K
|
35
$4.13K
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
139+ 7.99% |
$16K - $16.3K
|
1.88K
$221K
|
|
Apr 26, 2024
Q1 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
8.67KNew |
$996K - $1.02M
|
8.67K
$1.02M
|
|
Apr 26, 2024
Q1 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-2.5K- 36.23% |
$288K - $294K
|
4.4K
$519K
|
|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-3.06K- 13.6% |
$352K - $360K
|
19.4K
$2.29M
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
56New |
$6.44K - $6.58K
|
56
$6.6K
|
|
Apr 24, 2024
Q1 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-1.98K- 68.87% |
$228K - $233K
|
895
$106K
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
214+ 7.95% |
$24.6K - $25.2K
|
2.91K
$343K
|
|
Apr 23, 2024
Q1 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
1.86KNew |
$214K - $219K
|
1.86K
$220K
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.87KNew |
$214K - $219K
|
1.87K
$220K
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
8.7KNew |
$1M - $1.02M
|
8.7K
$1.03M
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
143New |
$16.4K - $16.8K
|
143
$16.9K
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-1K- 55.56% |
$115K - $118K
|
800
$94.3K
|
|
Apr 19, 2024
Q1 2024
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
3.38KNew |
$389K - $398K
|
3.38K
$399K
|
|
Apr 19, 2024
Q1 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
1.88KNew |
$216K - $221K
|
1.88K
$222K
|
|
Apr 19, 2024
Q1 2024
|
Fluent Financial, LLC
|
BUY
|
- |
180+ 2.7% |
$20.7K - $21.2K
|
6.86K
$809K
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
6KNew |
$689K - $705K
|
6K
$707K
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
8New |
$920 - $940
|
8
$943
|
|
Apr 17, 2024
Q1 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-70- 3.0% |
$8.05K - $8.23K
|
2.27K
$267K
|
|
Apr 16, 2024
Q1 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-110- 18.74% |
$12.6K - $12.9K
|
477
$56.3K
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.25K- 64.59% |
$488K - $499K
|
2.33K
$275K
|
|
Apr 11, 2024
Q1 2024
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-178- 7.05% |
$20.5K - $20.9K
|
2.35K
$277K
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-405- 1.72% |
$46.6K - $47.6K
|
23.1K
$2.73M
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
131New |
$15.1K - $15.4K
|
131
$15.4K
|
|
Apr 02, 2024
Q1 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-925- 25.66% |
$106K - $109K
|
2.68K
$316K
|
|
Q4 2023 | |||||||
Oct 21, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
17.4K+ 97.5% |
$1.94M - $2.04M
|
35.2K
$4.15M
|