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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-4.82K- 72.8% |
$547K - $559K
|
1.8K
$208K
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
SELL
|
- |
-9- 26.47% |
$1.02K - $1.04K
|
25
$2.88K
|
|
|
Jul 15, 2024
Q2 2024
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
406+ 7.03% |
$46.1K - $47K
|
6.18K
$713K
|
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
1.71KNew |
$194K - $199K
|
1.71K
$197K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
135New |
$15.3K - $15.6K
|
135
$15.6K
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-100- 33.33% |
$11.3K - $11.6K
|
200
$23.1K
|
|
|
Jul 11, 2024
Q2 2024
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-5.05K- 29.97% |
$573K - $585K
|
11.8K
$1.36M
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-100- 23.53% |
$11.3K - $11.6K
|
325
$37.5K
|
|
|
Jul 10, 2024
Q2 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
435+ 9.58% |
$49.3K - $50.4K
|
4.98K
$574K
|
|
|
Jul 10, 2024
Q2 2024
|
Pacific Wealth Management
|
SELL
|
- |
-24.3K- 71.39% |
$2.76M - $2.82M
|
9.76K
$1.12M
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.98KNew |
$224K - $229K
|
1.98K
$228K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
32New |
$3.63K - $3.71K
|
32
$3.69K
|
|
| Q1 2024 | |||||||
|
Sep 04, 2024
Q1 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
1.9K+ 42.79% |
$219K - $224K
|
6.35K
$732K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
152New |
$17.5K - $17.9K
|
152
$17.5K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
690New |
$79.3K - $81.1K
|
690
$79.6K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-196- 73.68% |
$22.5K - $23K
|
70
$8.07K
|
|
|
May 15, 2024
Q1 2024
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
4.12KNew |
$473K - $484K
|
4.12K
$475K
|
|
|
May 15, 2024
Q1 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
33.6KNew |
$3.86M - $3.95M
|
33.6K
$3.87M
|
|
|
May 15, 2024
Q1 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
PUT |
450K+ 900.0% |
$51.7M - $52.9M
|
500K
$57.6M
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-144- 55.38% |
$16.6K - $16.9K
|
116
$13.4K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
81New |
$9.31K - $9.52K
|
81
$9.34K
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-175- 0.35% |
$20.1K - $20.6K
|
50.2K
$5.79M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-4- 8.89% |
$460 - $470
|
41
$4.73K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.99KNew |
$459K - $469K
|
3.99K
$460K
|
|
|
May 14, 2024
Q1 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
1.01K+ 39.76% |
$116K - $119K
|
3.55K
$409K
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
423New |
$48.6K - $49.7K
|
423
$48.8K
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-1.01K- 26.26% |
$116K - $119K
|
2.84K
$328K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.22K+ 3.75% |
$140K - $143K
|
33.6K
$3.88M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
24.9K+ 138.41% |
$2.86M - $2.93M
|
42.9K
$4.95M
|
|
|
May 13, 2024
Q1 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-184- 3.79% |
$21.2K - $21.6K
|
4.67K
$538K
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
947+ 2.17% |
$109K - $111K
|
44.7K
$5.15M
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-26- 16.99% |
$2.99K - $3.06K
|
127
$14.6K
|
|
|
May 13, 2024
Q1 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
4.15KNew |
$477K - $488K
|
4.15K
$478K
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
5.54KNew |
$636K - $651K
|
5.54K
$638K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
58.6K+ 97.44% |
$6.74M - $6.89M
|
119K
$13.7M
|
|
|
May 13, 2024
Q1 2024
|
Retirement Capital Strategies
|
BUY
|
- |
3.32KNew |
$382K - $390K
|
3.32K
$383K
|
|
|
May 13, 2024
Q1 2024
|
Hc Advisors, LLC
|
BUY
|
- |
4.3K+ 11.65% |
$494K - $505K
|
41.2K
$4.75M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-274- 90.13% |
$31.5K - $32.2K
|
30
$3.46K
|
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
48New |
$5.52K - $5.64K
|
48
$5.53K
|
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
25New |
$2.87K - $2.94K
|
25
$2.88K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
192New |
$22.1K - $22.6K
|
192
$22.1K
|
|
|
May 09, 2024
Q1 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-63- 12.8% |
$7.24K - $7.41K
|
429
$49.5K
|
|
|
May 08, 2024
Q1 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
400+ 11.16% |
$46K - $47K
|
3.98K
$459K
|
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-1.52K- 19.86% |
$175K - $179K
|
6.14K
$707K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-71.4K- 2.56% |
$8.21M - $8.39M
|
2.71M
$313M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-49.9K- 40.51% |
$5.73M - $5.86M
|
73.2K
$8.44M
|
|
|
May 07, 2024
Q1 2024
|
Sather Financial Group Inc
|
BUY
|
- |
2.18KNew |
$251K - $257K
|
2.18K
$252K
|
|