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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
2.37KNew |
$267K - $275K
|
2.37K
$273K
|
|
|
Nov 07, 2023
Q3 2023
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-13- 0.32% |
$1.47K - $1.51K
|
4.09K
$471K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.52K+ 1.57% |
$171K - $176K
|
98.4K
$11.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Donoghue Forlines LLC
|
BUY
|
- |
29.7KNew |
$3.35M - $3.45M
|
29.7K
$3.42M
|
|
|
Nov 06, 2023
Q3 2023
|
Hudock, Inc.
|
BUY
|
- |
44+ 1.8% |
$4.96K - $5.11K
|
2.49K
$287K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
471New |
$53.1K - $54.7K
|
471
$54.2K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
311New |
$35.1K - $36.1K
|
311
$35.8K
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-2.89K- 12.89% |
$326K - $336K
|
19.5K
$2.25M
|
|
|
Nov 02, 2023
Q3 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-3.03K- 60.54% |
$342K - $352K
|
1.98K
$228K
|
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-603- 23.66% |
$68K - $70K
|
1.95K
$224K
|
|
|
Oct 31, 2023
Q3 2023
|
Triumph Capital Management
|
SELL
|
- |
-91- 4.83% |
$10.3K - $10.6K
|
1.79K
$206K
|
|
|
Oct 27, 2023
Q3 2023
|
Ing Groep Nv
|
SELL
|
- |
-80.2K- 52.83% |
$9.04M - $9.31M
|
71.6K
$8.25M
|
|
|
Oct 27, 2023
Q3 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-3.92K- 2.87% |
$442K - $455K
|
133K
$15.3M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-510- 1.47% |
$57.5K - $59.2K
|
34.2K
$3.93M
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-9- 20.93% |
$1.01K - $1.05K
|
34
$3.92K
|
|
|
Oct 25, 2023
Q3 2023
|
Ferguson Shapiro LLC
|
SELL
|
- |
-647- 23.38% |
$73K - $75.1K
|
2.12K
$244K
|
|
|
Oct 23, 2023
Q3 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-141K- 96.78% |
$15.9M - $16.3M
|
4.68K
$538K
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
9New |
$1.01K - $1.05K
|
9
$1.04K
|
|
|
Oct 19, 2023
Q3 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-56- 2.42% |
$6.31K - $6.5K
|
2.26K
$260K
|
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-1.37K- 34.01% |
$155K - $159K
|
2.66K
$307K
|
|
|
Oct 18, 2023
Q3 2023
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
11.8KNew |
$1.33M - $1.37M
|
11.8K
$1.36M
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1K- 25.15% |
$113K - $117K
|
2.99K
$344K
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 0.51% |
$113 - $116
|
196
$22.6K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
28New |
$3.16K - $3.25K
|
28
$3.22K
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-5.18K- 1.81% |
$584K - $601K
|
280K
$32.3M
|
|
|
Oct 11, 2023
Q3 2023
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-629- 21.06% |
$70.9K - $73.1K
|
2.36K
$271K
|
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
BUY
|
- |
60New |
$6.77K - $6.97K
|
60
$6.91K
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
5.59KNew |
$630K - $649K
|
5.59K
$644K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
30New |
$3.38K - $3.48K
|
30
$3.45K
|
|
|
Oct 10, 2023
Q3 2023
|
Central Bank & Trust CO
|
BUY
|
- |
349New |
$39.4K - $40.5K
|
349
$40.2K
|
|
|
Oct 06, 2023
Q3 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
7+ 0.36% |
$789 - $813
|
1.95K
$225K
|
|
|
Oct 05, 2023
Q3 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-75- 1.02% |
$8.46K - $8.71K
|
7.25K
$835K
|
|
| Q2 2023 | |||||||
|
May 17, 2024
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
6.28KNew |
$723K - $747K
|
6.28K
$723K
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-22Closed |
$2.54K - $2.62K
|
0
$0
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
10.6KNew |
$1.22M - $1.26M
|
10.6K
$1.22M
|
|
|
Aug 17, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-270K- 99.13% |
$31.1M - $32.1M
|
2.37K
$273K
|
|
|
Aug 14, 2023
Q2 2023
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
SELL
|
- |
-450K- 97.97% |
$51.8M - $53.5M
|
9.3K
$1.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-16.5K- 2.63% |
$1.91M - $1.97M
|
611K
$70.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
10.4K+ 2380.96% |
$1.2M - $1.24M
|
10.8K
$1.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
108New |
$12.4K - $12.9K
|
108
$12.4K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
5+ 0.19% |
$576 - $595
|
2.67K
$308K
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
374+ 16.45% |
$43.1K - $44.5K
|
2.65K
$305K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.31K- 26.32% |
$151K - $156K
|
3.66K
$421K
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
159New |
$18.3K - $18.9K
|
159
$18.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Trustco Bank Corp N Y
Albany, NY |
BUY
|
- |
2.14KNew |
$247K - $255K
|
2.14K
$246K
|
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.77KNew |
$203K - $210K
|
1.77K
$203K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
14.4K+ 7.73% |
$1.66M - $1.71M
|
200K
$23.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-835- 25.39% |
$96.2K - $99.4K
|
2.45K
$283K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-1.82K- 2.94% |
$210K - $217K
|
60.1K
$6.92M
|
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
124New |
$14.3K - $14.8K
|
124
$14.3K
|
|