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 |
---|---|---|---|---|---|---|---|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
2.01K+ 6.08% |
$232K - $241K
|
35.1K
$4.11M
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
1.89KNew |
$217K - $226K
|
1.89K
$221K
|
|
Feb 18, 2025
Q4 2024
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
1.98KNew |
$228K - $237K
|
1.98K
$232K
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-6.85K- 91.52% |
$788K - $819K
|
635
$74.4K
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-5.87K- 4.73% |
$675K - $701K
|
118K
$13.9M
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-158- 2.09% |
$18.2K - $18.9K
|
7.39K
$866K
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
658+ 1.62% |
$75.7K - $78.7K
|
41.3K
$4.84M
|
|
Feb 14, 2025
Q4 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-227K- 50.0% |
$26.1M - $27.1M
|
227K
$26.6M
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
16+ 0.93% |
$1.84K - $1.91K
|
1.73K
$203K
|
|
Feb 14, 2025
Q4 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
339+ 150.0% |
$39K - $40.5K
|
565
$66.2K
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
3.32K+ 1.75% |
$382K - $397K
|
193K
$22.6M
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-25- 0.17% |
$2.88K - $2.99K
|
14.6K
$1.71M
|
|
Feb 14, 2025
Q4 2024
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
54.9KNew |
$6.32M - $6.56M
|
54.9K
$6.44M
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
123New |
$14.2K - $14.7K
|
123
$14.4K
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
13New |
$1.5K - $1.55K
|
13
$1.52K
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-1.47K- 4.78% |
$170K - $176K
|
29.4K
$3.44M
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-1.22K- 20.03% |
$140K - $145K
|
4.86K
$570K
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
73New |
$8.4K - $8.73K
|
73
$8.56K
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
9+ 7.76% |
$1.04K - $1.08K
|
125
$14.7K
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
CALL |
135KNew |
$15.5M - $16.1M
|
135K
$15.8M
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-128- 65.98% |
$14.7K - $15.3K
|
66
$7.74K
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
62New |
$7.13K - $7.41K
|
62
$7.27K
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-646- 24.72% |
$74.3K - $77.2K
|
1.97K
$231K
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-20- 28.99% |
$2.3K - $2.39K
|
49
$5.74K
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-3.67K- 32.31% |
$422K - $439K
|
7.69K
$902K
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.99K- 69.19% |
$229K - $238K
|
886
$104K
|
|
Feb 11, 2025
Q4 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
1+ 0.04% |
$115 - $120
|
2.54K
$298K
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
2.05KNew |
$236K - $245K
|
2.05K
$240K
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
6New |
$690 - $717
|
6
$703
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-490- 21.82% |
$56.4K - $58.6K
|
1.76K
$206K
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
240KNew |
$27.6M - $28.7M
|
240K
$28.1M
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
98New |
$11.3K - $11.7K
|
98
$11.5K
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
18New |
$2.07K - $2.15K
|
18
$2.11K
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
19.5K+ 18.83% |
$2.25M - $2.34M
|
123K
$14.5M
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
6New |
$690 - $717
|
6
$703
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
25New |
$2.88K - $2.99K
|
25
$2.93K
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
4.63KNew |
$533K - $553K
|
4.63K
$543K
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-306- 87.68% |
$35.2K - $36.6K
|
43
$5.04K
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
135New |
$15.5K - $16.1K
|
135
$15.8K
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-5- 2.28% |
$575 - $598
|
214
$25.1K
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
5.33KNew |
$614K - $638K
|
5.33K
$625K
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
89New |
$10.2K - $10.6K
|
89
$10.4K
|
|
Feb 06, 2025
Q4 2024
|
Bellecapital International Ltd.
|
SELL
|
- |
-220- 8.19% |
$25.3K - $26.3K
|
2.47K
$289K
|
|
Feb 06, 2025
Q4 2024
|
Acas, LLC
|
SELL
|
- |
-418- 17.39% |
$48.1K - $50K
|
1.99K
$233K
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
2.3KNew |
$264K - $274K
|
2.3K
$269K
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
272+ 24.57% |
$31.3K - $32.5K
|
1.38K
$162K
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
911+ 9.76% |
$105K - $109K
|
10.2K
$1.2M
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
86+ 78.9% |
$9.9K - $10.3K
|
195
$22.9K
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-143- 26.29% |
$16.5K - $17.1K
|
401
$47K
|
|
Feb 04, 2025
Q4 2024
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
3.12KNew |
$359K - $373K
|
3.12K
$366K
|