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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
149+ 5.13% |
$17.1K - $17.6K
|
3.05K
$366K
|
|
|
Apr 21, 2025
Q1 2025
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-128- 3.77% |
$14.7K - $15.1K
|
3.26K
$391K
|
|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
397+ 389.22% |
$45.5K - $46.9K
|
499
$59.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
35New |
$4.01K - $4.13K
|
35
$4.19K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-460- 11.86% |
$52.7K - $54.3K
|
3.42K
$410K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
12.3KNew |
$1.41M - $1.46M
|
12.3K
$1.48M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
199New |
$22.8K - $23.5K
|
199
$23.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-186- 8.29% |
$21.3K - $22K
|
2.06K
$247K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
165New |
$18.9K - $19.5K
|
165
$19.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-1.99K- 18.84% |
$228K - $235K
|
8.58K
$1.03M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-5.48K- 62.04% |
$627K - $647K
|
3.35K
$401K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-1K- 26.85% |
$115K - $118K
|
2.72K
$326K
|
|
|
Apr 16, 2025
Q1 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
12+ 0.4% |
$1.37K - $1.42K
|
3.01K
$361K
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-2.52K- 38.39% |
$288K - $297K
|
4.04K
$484K
|
|
|
Apr 16, 2025
Q1 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-600- 10.15% |
$68.7K - $70.9K
|
5.31K
$636K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
72New |
$8.25K - $8.51K
|
72
$8.63K
|
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-177- 8.81% |
$20.3K - $20.9K
|
1.83K
$220K
|
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
3.14KNew |
$360K - $371K
|
3.14K
$377K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
66New |
$7.56K - $7.8K
|
66
$7.91K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-6.44K- 99.15% |
$738K - $761K
|
55
$6.59K
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
128New |
$14.7K - $15.1K
|
128
$15.3K
|
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-25- 0.61% |
$2.86K - $2.95K
|
4.08K
$489K
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
2.67KNew |
$306K - $315K
|
2.67K
$320K
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
2.41KNew |
$276K - $285K
|
2.41K
$289K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.15K- 53.41% |
$247K - $254K
|
1.88K
$225K
|
|
| Q4 2024 | |||||||
|
Aug 29, 2025
Q4 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
3.82K+ 8.56% |
$439K - $457K
|
48.4K
$5.8M
|
|
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-219K- 37.62% |
$25.2M - $26.2M
|
363K
$43.6M
|
|
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.56K- 47.17% |
$294K - $305K
|
2.86K
$343K
|
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
50+ 1.16% |
$5.75K - $5.98K
|
4.35K
$521K
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
142New |
$16.3K - $17K
|
142
$17K
|
|
|
Apr 07, 2025
Q4 2024
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
BUY
|
- |
7.5KNew |
$863K - $897K
|
7.5K
$899K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
2New |
$230 - $239
|
2
$240
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
9New |
$1.04K - $1.08K
|
9
$1.08K
|
|
|
Mar 14, 2025
Q4 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-4.3K- 96.5% |
$495K - $514K
|
156
$18.7K
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
9.27KNew |
$1.07M - $1.11M
|
9.27K
$1.11M
|
|
|
Feb 21, 2025
Q4 2024
|
Value Partners Investments Inc.
|
SELL
|
- |
-257- 8.98% |
$29.6K - $30.7K
|
2.61K
$312K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
1.89KNew |
$217K - $226K
|
1.89K
$226K
|
|
|
Feb 18, 2025
Q4 2024
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
1.98KNew |
$228K - $237K
|
1.98K
$237K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-6.85K- 91.52% |
$788K - $819K
|
635
$76.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-5.87K- 4.73% |
$675K - $701K
|
118K
$14.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
658+ 1.62% |
$75.7K - $78.7K
|
41.3K
$4.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
16+ 0.93% |
$1.84K - $1.91K
|
1.73K
$207K
|
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
123New |
$14.2K - $14.7K
|
123
$14.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
13New |
$1.5K - $1.55K
|
13
$1.56K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-1.47K- 4.78% |
$170K - $176K
|
29.4K
$3.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-1.22K- 20.03% |
$140K - $145K
|
4.86K
$582K
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
73New |
$8.4K - $8.73K
|
73
$8.75K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
CALL |
135KNew |
$15.5M - $16.1M
|
135K
$16.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-128- 65.98% |
$14.7K - $15.3K
|
66
$7.91K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
62New |
$7.13K - $7.41K
|
62
$7.43K
|
|