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 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.27K+ 63.05% |
$142K - $149K
|
3.29K
$379K
|
|
|
Jan 29, 2024
Q4 2023
|
Highview Capital Management LLC
|
SELL
|
- |
-2.9K- 3.54% |
$323K - $340K
|
79K
$9.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-58- 41.43% |
$6.47K - $6.81K
|
82
$9.44K
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
BUY
|
- |
110K+ 895.27% |
$12.3M - $13M
|
123K
$14.1M
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-319- 0.47% |
$35.6K - $37.4K
|
68K
$7.83M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
18.4KNew |
$2.06M - $2.16M
|
18.4K
$2.12M
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
99New |
$11K - $11.6K
|
99
$11.4K
|
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
BUY
|
- |
2.57KNew |
$286K - $301K
|
2.57K
$295K
|
|
|
Jan 25, 2024
Q4 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-201- 66.34% |
$22.4K - $23.6K
|
102
$11.7K
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
37New |
$4.13K - $4.34K
|
37
$4.26K
|
|
|
Jan 25, 2024
Q4 2023
|
Ma Private Wealth
|
SELL
|
- |
-3.18K- 14.11% |
$355K - $373K
|
19.4K
$2.23M
|
|
|
Jan 25, 2024
Q4 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-31- 1.67% |
$3.46K - $3.64K
|
1.82K
$210K
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
6.08KNew |
$678K - $713K
|
6.08K
$700K
|
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
13+ 0.6% |
$1.45K - $1.53K
|
2.18K
$251K
|
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-880- 55.35% |
$98.2K - $103K
|
710
$81.8K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
291+ 4850.0% |
$32.5K - $34.2K
|
297
$34.2K
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
3New |
$335 - $352
|
3
$345
|
|
|
Jan 19, 2024
Q4 2023
|
Marks Wealth, LLC
|
BUY
|
- |
309KNew |
$34.5M - $36.3M
|
309K
$35.6M
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
274New |
$30.6K - $32.2K
|
274
$31.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
500New |
$55.8K - $58.7K
|
500
$57.6K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
13.7K+ 342.25% |
$1.53M - $1.61M
|
17.7K
$2.04M
|
|
|
Jan 10, 2024
Q4 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
237+ 7.04% |
$26.5K - $27.8K
|
3.6K
$415K
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-14.6K- 81.48% |
$1.63M - $1.71M
|
3.32K
$382K
|
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
SELL
|
- |
-1K- 35.71% |
$112K - $117K
|
1.8K
$207K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
711+ 31.09% |
$79.4K - $83.5K
|
3K
$345K
|
|
|
Jan 09, 2024
Q4 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-640- 25.03% |
$71.4K - $75.1K
|
1.92K
$221K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
988New |
$110K - $116K
|
988
$114K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-190- 8.1% |
$21.2K - $22.3K
|
2.16K
$248K
|
|
| Q3 2023 | |||||||
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
899New |
$101K - $104K
|
899
$104K
|
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
CALL |
10KNew |
$1.13M - $1.16M
|
10K
$1.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-241K- 100.0% |
$27.2M - $28M
|
11
$1.27K
|
|
|
Nov 14, 2023
Q3 2023
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
PUT |
-106K- 42.04% |
$12M - $12.3M
|
146K
$16.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group Ltd.
Dublin, L2 |
BUY
|
- |
35.8KNew |
$4.04M - $4.16M
|
35.8K
$4.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
PUT |
1.5MNew |
$169M - $174M
|
1.5M
$173M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
20+ 100.0% |
$2.26K - $2.32K
|
40
$4.61K
|
|
|
Nov 14, 2023
Q3 2023
|
Seven One Seven Capital Management
Lancaster, PA |
SELL
|
- |
-119- 1.0% |
$13.4K - $13.8K
|
11.8K
$1.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
12+ 0.61% |
$1.35K - $1.39K
|
1.99K
$230K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
157New |
$17.7K - $18.2K
|
157
$18.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
BUY
|
- |
4.36KNew |
$491K - $506K
|
4.36K
$502K
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.65KNew |
$186K - $191K
|
1.65K
$190K
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
280New |
$31.6K - $32.5K
|
280
$32.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
44New |
$4.96K - $5.11K
|
44
$5.07K
|
|
|
Nov 13, 2023
Q3 2023
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
PUT |
60.7KNew |
$6.84M - $7.05M
|
60.7K
$6.99M
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
2.93KNew |
$330K - $340K
|
2.93K
$337K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
PUT |
100+ 0.01% |
$11.3K - $11.6K
|
1M
$115M
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-1.9K- 6.12% |
$214K - $221K
|
29.2K
$3.36M
|
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-8.29K- 65.61% |
$935K - $963K
|
4.35K
$500K
|
|
|
Nov 09, 2023
Q3 2023
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
3.99K+ 110.45% |
$449K - $463K
|
7.6K
$875K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
1.11K+ 826.12% |
$125K - $129K
|
1.24K
$143K
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
9+ 36.0% |
$1.01K - $1.05K
|
34
$3.92K
|
|