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 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
89+ 1.08% |
$9.93K - $10.4K
|
8.37K
$965K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-85- 33.73% |
$9.49K - $9.98K
|
167
$19.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
47New |
$5.25K - $5.52K
|
47
$5.42K
|
|
|
Feb 14, 2024
Q4 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
2.04KNew |
$227K - $239K
|
2.04K
$235K
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
1.76KNew |
$196K - $207K
|
1.76K
$203K
|
|
|
Feb 14, 2024
Q4 2023
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
3.8KNew |
$424K - $446K
|
3.8K
$438K
|
|
|
Feb 14, 2024
Q4 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
144New |
$16.1K - $16.9K
|
144
$16.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
988New |
$110K - $116K
|
988
$114K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
1+ 1.04% |
$112 - $117
|
97
$11.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-278- 3.65% |
$31K - $32.6K
|
7.34K
$847K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1+ 0.81% |
$112 - $117
|
124
$14.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Vernal Point Advisors, LLC
San Francisco, CA |
BUY
|
- |
20.7KNew |
$2.31M - $2.43M
|
20.7K
$2.39M
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
368+ 7.84% |
$41.1K - $43.2K
|
5.06K
$584K
|
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
4.75KNew |
$530K - $558K
|
4.75K
$548K
|
|
|
Feb 13, 2024
Q4 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
3.44KNew |
$384K - $404K
|
3.44K
$397K
|
|
|
Feb 13, 2024
Q4 2023
|
Belvedere Trading LLC
|
BUY
|
- |
2.38KNew |
$265K - $279K
|
2.38K
$274K
|
|
|
Feb 13, 2024
Q4 2023
|
Belvedere Trading LLC
|
BUY
|
CALL |
500New |
$55.8K - $58.7K
|
500
$57.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
100New |
$11.2K - $11.7K
|
100
$11.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
45+ 40.91% |
$5.02K - $5.28K
|
155
$17.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
2.15KNew |
$240K - $252K
|
2.15K
$248K
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
290K+ 5225.23% |
$32.4M - $34M
|
296K
$34.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
2.02KNew |
$225K - $237K
|
2.02K
$233K
|
|
|
Feb 12, 2024
Q4 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
19.6KNew |
$2.19M - $2.3M
|
19.6K
$2.26M
|
|
|
Feb 09, 2024
Q4 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
1.36K+ 32.21% |
$151K - $159K
|
5.57K
$642K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
17New |
$1.9K - $2K
|
17
$1.96K
|
|
|
Feb 09, 2024
Q4 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-354- 15.97% |
$39.5K - $41.5K
|
1.86K
$215K
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
238New |
$26.6K - $27.9K
|
238
$27.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
148+ 1.91% |
$16.5K - $17.4K
|
7.89K
$910K
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
62.6KNew |
$6.98M - $7.35M
|
62.6K
$7.22M
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
1.33K+ 0.77% |
$148K - $156K
|
173K
$20M
|
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
197KNew |
$22M - $23.1M
|
197K
$22.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-600- 7.06% |
$67K - $70.4K
|
7.9K
$911K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.2K- 84.45% |
$133K - $140K
|
220
$25.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
708+ 13.92% |
$79K - $83.1K
|
5.79K
$668K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
1.91K+ 85.84% |
$213K - $224K
|
4.13K
$477K
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-2.83K- 93.46% |
$316K - $332K
|
198
$22.8K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
197+ 895.45% |
$22K - $23.1K
|
219
$25.3K
|
|
|
Feb 02, 2024
Q4 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
2.84KNew |
$317K - $334K
|
2.84K
$328K
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
4New |
$446 - $469
|
4
$461
|
|
|
Feb 01, 2024
Q4 2023
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-210- 8.58% |
$23.4K - $24.6K
|
2.24K
$258K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-9.52K- 66.1% |
$1.06M - $1.12M
|
4.88K
$563K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
128New |
$14.3K - $15K
|
128
$14.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
18.2KNew |
$2.03M - $2.14M
|
18.2K
$2.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
74New |
$8.26K - $8.69K
|
74
$8.54K
|
|
|
Jan 30, 2024
Q4 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.86KNew |
$208K - $218K
|
1.86K
$215K
|
|
|
Jan 30, 2024
Q4 2023
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-25.7K- 99.55% |
$2.87M - $3.02M
|
117
$13.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
613+ 10.45% |
$68.4K - $71.9K
|
6.48K
$747K
|
|
|
Jan 29, 2024
Q4 2023
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
5New |
$558 - $587
|
5
$577
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
7.76KNew |
$866K - $910K
|
7.76K
$895K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.27K+ 63.05% |
$142K - $149K
|
3.29K
$380K
|