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 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
2.52KNew |
$289K - $298K
|
2.52K
$302K
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
2.61K+ 4.61% |
$298K - $308K
|
59.1K
$7.09M
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-336- 60.98% |
$38.5K - $39.7K
|
215
$25.8K
|
|
|
May 07, 2025
Q1 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-460- 12.5% |
$52.7K - $54.3K
|
3.22K
$386K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-182- 9.4% |
$20.9K - $21.5K
|
1.76K
$210K
|
|
|
May 07, 2025
Q1 2025
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
2.43KNew |
$278K - $287K
|
2.43K
$291K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
5.71KNew |
$655K - $675K
|
5.71K
$685K
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
8.6K+ 8.92% |
$985K - $1.02M
|
105K
$12.6M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
51New |
$5.84K - $6.03K
|
51
$6.11K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
1.29K+ 5.45% |
$148K - $153K
|
25K
$3M
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
33New |
$3.78K - $3.9K
|
33
$3.95K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
4.12KNew |
$471K - $486K
|
4.12K
$493K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-4- 11.11% |
$458 - $473
|
32
$3.83K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.88KNew |
$330K - $340K
|
2.88K
$345K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
196New |
$22.5K - $23.2K
|
196
$23.5K
|
|
|
May 01, 2025
Q1 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
85.2KNew |
$9.77M - $10.1M
|
85.2K
$10.2M
|
|
|
May 01, 2025
Q1 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
34.1KNew |
$3.91M - $4.03M
|
34.1K
$4.09M
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
87.5KNew |
$10M - $10.3M
|
87.5K
$10.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Bank
|
SELL
|
- |
-1.2K- 14.51% |
$137K - $142K
|
7.07K
$847K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-674- 98.25% |
$77.2K - $79.6K
|
12
$1.44K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
857New |
$98.2K - $101K
|
857
$103K
|
|
|
Apr 29, 2025
Q1 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
20K+ 48.54% |
$2.29M - $2.36M
|
61.2K
$7.33M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
3.89KNew |
$446K - $460K
|
3.89K
$466K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
91+ 126.39% |
$10.4K - $10.8K
|
163
$19.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
1.74KNew |
$199K - $205K
|
1.74K
$208K
|
|
|
Apr 28, 2025
Q1 2025
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-84- 9.14% |
$9.62K - $9.92K
|
835
$100K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
49.5K+ 69.62% |
$5.68M - $5.85M
|
121K
$14.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
23.2KNew |
$2.65M - $2.74M
|
23.2K
$2.78M
|
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
BUY
|
- |
19.2KNew |
$2.2M - $2.27M
|
19.2K
$2.31M
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-823- 45.29% |
$94.3K - $97.2K
|
994
$119K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
307New |
$35.2K - $36.3K
|
307
$36.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-1- 0.01% |
$115 - $118
|
7.23K
$867K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-382- 13.15% |
$43.8K - $45.1K
|
2.52K
$302K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-476- 5.76% |
$54.5K - $56.2K
|
7.8K
$934K
|
|
|
Apr 24, 2025
Q1 2025
|
Surience Private Wealth LLC
|
SELL
|
- |
-22.4K- 88.79% |
$2.57M - $2.65M
|
2.83K
$340K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
698New |
$80K - $82.5K
|
698
$83.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
1.96KNew |
$225K - $232K
|
1.96K
$235K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-81- 21.09% |
$9.28K - $9.57K
|
303
$36.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
1.72KNew |
$196K - $203K
|
1.72K
$206K
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
SELL
|
- |
-2.12K- 5.2% |
$242K - $250K
|
38.6K
$4.62M
|
|
|
Apr 23, 2025
Q1 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
21.2K+ 1619.91% |
$2.42M - $2.5M
|
22.5K
$2.69M
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
30+ 0.87% |
$3.44K - $3.54K
|
3.49K
$418K
|
|
|
Apr 22, 2025
Q1 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-3.22K- 10.66% |
$369K - $381K
|
27K
$3.23M
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
263+ 487.04% |
$30.1K - $31.1K
|
317
$38K
|
|
|
Apr 22, 2025
Q1 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
1.94KNew |
$223K - $230K
|
1.94K
$233K
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
3+ 0.39% |
$344 - $354
|
768
$92K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
193+ 4.77% |
$22.1K - $22.8K
|
4.24K
$508K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-73- 33.8% |
$8.36K - $8.62K
|
143
$17.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-124- 58.22% |
$14.2K - $14.6K
|
89
$10.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-111- 33.23% |
$12.7K - $13.1K
|
223
$26.7K
|