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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
17.4K+ 4.67% |
$2M - $2.08M
|
390K
$45.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
35.5K+ 31.77% |
$4.08M - $4.24M
|
147K
$17.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
69+ 1.72% |
$7.94K - $8.25K
|
4.08K
$479K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
235New |
$27K - $28.1K
|
235
$27.5K
|
|
| Q3 2024 | |||||||
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-388- 16.19% |
$44.5K - $46.6K
|
2.01K
$235K
|
|
|
Nov 21, 2024
Q3 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
248KNew |
$28.5M - $29.8M
|
248K
$29.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.77K+ 53.42% |
$318K - $333K
|
7.96K
$933K
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
2.3KNew |
$264K - $277K
|
2.3K
$270K
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
443+ 7.3% |
$50.8K - $53.3K
|
6.52K
$764K
|
|
|
Nov 14, 2024
Q3 2024
|
Alpha Square Group S, LLC
New York, NY |
BUY
|
- |
8KNew |
$918K - $962K
|
8K
$938K
|
|
|
Nov 14, 2024
Q3 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-845- 6.57% |
$96.9K - $102K
|
12K
$1.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
1.68KNew |
$192K - $202K
|
1.68K
$197K
|
|
|
Nov 14, 2024
Q3 2024
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
227KNew |
$26M - $27.3M
|
227K
$26.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-15.9K- 31.63% |
$1.83M - $1.91M
|
34.4K
$4.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
7.89KNew |
$905K - $948K
|
7.89K
$924K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-250- 58.82% |
$28.7K - $30.1K
|
175
$20.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
12New |
$1.38K - $1.44K
|
12
$1.41K
|
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
3.69KNew |
$423K - $443K
|
3.69K
$432K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
178New |
$20.4K - $21.4K
|
178
$20.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
5+ 0.03% |
$574 - $601
|
19.4K
$2.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.19K- 35.17% |
$137K - $144K
|
2.2K
$258K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
166KNew |
$19.1M - $20M
|
166K
$19.5M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-10.5K- 16.34% |
$1.2M - $1.26M
|
53.8K
$6.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Rice Partnership, LLC
|
BUY
|
- |
142New |
$16.3K - $17.1K
|
142
$16.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
6.66K+ 13.79% |
$764K - $800K
|
54.9K
$6.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-292- 3.29% |
$33.5K - $35.1K
|
8.58K
$1.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
8.4KNew |
$964K - $1.01M
|
8.4K
$985K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
5.39K+ 31.2% |
$618K - $648K
|
22.7K
$2.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
6.39KNew |
$733K - $768K
|
6.39K
$749K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
6.4MNew |
$734M - $769M
|
6.4M
$750M
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-1.51K- 4.2% |
$173K - $181K
|
34.4K
$4.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
781+ 18.8% |
$89.6K - $93.9K
|
4.94K
$579K
|
|
|
Nov 12, 2024
Q3 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-12.7K- 73.85% |
$1.46M - $1.53M
|
4.49K
$527K
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
3.16K+ 8.47% |
$363K - $380K
|
40.5K
$4.74M
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
2.97KNew |
$341K - $357K
|
2.97K
$349K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
56.8KNew |
$6.51M - $6.83M
|
56.8K
$6.66M
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
441New |
$50.6K - $53K
|
441
$51.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
196New |
$22.5K - $23.6K
|
196
$23K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
3New |
$344 - $361
|
3
$352
|
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
4.01KNew |
$461K - $483K
|
4.01K
$471K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.93K+ 344.35% |
$336K - $352K
|
3.78K
$443K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
57+ 2.56% |
$6.54K - $6.85K
|
2.28K
$268K
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
20.3K+ 10.15% |
$2.33M - $2.44M
|
220K
$25.8M
|
|
|
Nov 01, 2024
Q3 2024
|
United Bank
|
SELL
|
- |
-80- 4.33% |
$9.18K - $9.62K
|
1.77K
$207K
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
BUY
|
- |
91+ 2.89% |
$10.4K - $10.9K
|
3.24K
$380K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
121KNew |
$13.8M - $14.5M
|
121K
$14.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
1.84KNew |
$211K - $222K
|
1.84K
$216K
|
|
|
Oct 30, 2024
Q3 2024
|
Divergent Wealth Advisors
|
BUY
|
- |
365+ 1.2% |
$41.9K - $43.9K
|
30.8K
$3.61M
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-524- 74.33% |
$60.1K - $63K
|
181
$21.2K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.7KNew |
$195K - $204K
|
1.7K
$199K
|
|