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 |
---|---|---|---|---|---|---|---|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
3.18KNew |
$367K - $379K
|
3.18K
$375K
|
|
Jul 26, 2023
Q2 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-42- 1.36% |
$4.84K - $5K
|
3.04K
$359K
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
190New |
$21.9K - $22.6K
|
190
$22.4K
|
|
Jul 24, 2023
Q2 2023
|
Financial Services Advisory Inc
|
BUY
|
- |
813+ 9.27% |
$93.7K - $96.8K
|
9.59K
$1.13M
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-739- 11.58% |
$85.2K - $88K
|
5.64K
$665K
|
|
Jul 24, 2023
Q2 2023
|
Cumberland Advisors Inc
|
BUY
|
- |
12.8K+ 619.42% |
$1.47M - $1.52M
|
14.8K
$1.75M
|
|
Jul 20, 2023
Q2 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-4.01K- 68.73% |
$462K - $477K
|
1.82K
$215K
|
|
Jul 20, 2023
Q2 2023
|
St. James Investment Company, LLC
|
SELL
|
- |
-10- 0.14% |
$1.15K - $1.19K
|
6.98K
$823K
|
|
Jul 19, 2023
Q2 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-54- 50.0% |
$6.22K - $6.43K
|
54
$6.37K
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
BUY
|
- |
2.53KNew |
$292K - $302K
|
2.53K
$299K
|
|
Jul 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
2New |
$230 - $238
|
2
$236
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
23New |
$2.65K - $2.74K
|
23
$2.71K
|
|
Jul 13, 2023
Q2 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-1.01K- 9.3% |
$116K - $120K
|
9.81K
$1.16M
|
|
Jul 13, 2023
Q2 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-180- 24.83% |
$20.7K - $21.4K
|
545
$64.3K
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-24- 82.76% |
$2.77K - $2.86K
|
5
$590
|
|
Jul 11, 2023
Q2 2023
|
Life Pro Asset Management
|
BUY
|
- |
1.75KNew |
$202K - $208K
|
1.75K
$206K
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
2.27KNew |
$261K - $270K
|
2.27K
$267K
|
|
Jul 06, 2023
Q2 2023
|
In Track Investment Management Inc
|
SELL
|
- |
-300- 9.96% |
$34.6K - $35.7K
|
2.71K
$320K
|
|
Jul 06, 2023
Q2 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
37New |
$4.26K - $4.4K
|
37
$4.36K
|
|
Q1 2023 | |||||||
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
CALL |
6KNew |
$681K - $710K
|
6K
$708K
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
723+ 5.63% |
$82.1K - $85.6K
|
13.6K
$1.6M
|
|
May 18, 2023
Q1 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
8New |
$908 - $947
|
8
$943
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
474New |
$53.8K - $56.1K
|
474
$55.9K
|
|
May 15, 2023
Q1 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
10.1K+ 16.99% |
$1.15M - $1.2M
|
69.5K
$8.2M
|
|
May 15, 2023
Q1 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
PUT |
300KNew |
$34.1M - $35.5M
|
300K
$35.4M
|
|
May 15, 2023
Q1 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
232New |
$26.3K - $27.5K
|
232
$27.4K
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-39- 52.0% |
$4.43K - $4.62K
|
36
$4.25K
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-1- 0.26% |
$114 - $118
|
383
$45.2K
|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-13.5KClosed |
$1.53M - $1.6M
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
18.8KNew |
$2.13M - $2.22M
|
18.8K
$2.21M
|
|
May 12, 2023
Q1 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-143- 7.5% |
$16.2K - $16.9K
|
1.76K
$208K
|
|
May 12, 2023
Q1 2023
|
Security Asset Management
|
BUY
|
- |
5.25KNew |
$596K - $622K
|
5.25K
$619K
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
1.64K+ 9.59% |
$186K - $194K
|
18.7K
$2.2M
|
|
May 12, 2023
Q1 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
32.6KNew |
$3.7M - $3.86M
|
32.6K
$3.84M
|
|
May 12, 2023
Q1 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
PUT |
200KNew |
$22.7M - $23.7M
|
200K
$23.6M
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-160- 8.36% |
$18.2K - $18.9K
|
1.75K
$207K
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
999New |
$113K - $118K
|
999
$118K
|
|
May 11, 2023
Q1 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-1.37K- 22.66% |
$155K - $162K
|
4.67K
$550K
|
|
May 11, 2023
Q1 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
46.8KNew |
$5.31M - $5.54M
|
46.8K
$5.51M
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
70New |
$7.95K - $8.29K
|
70
$8.26K
|
|
May 10, 2023
Q1 2023
|
Gds Wealth Management
|
BUY
|
- |
5.15K+ 8.83% |
$585K - $610K
|
63.5K
$7.49M
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
189KNew |
$21.5M - $22.4M
|
189K
$22.3M
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
27New |
$3.07K - $3.2K
|
27
$3.18K
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-3.6K- 75.0% |
$409K - $426K
|
1.2K
$142K
|
|
May 08, 2023
Q1 2023
|
L.M. Kohn & Company
|
BUY
|
- |
1.08K+ 38.03% |
$123K - $128K
|
3.93K
$463K
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
41.8K+ 19.21% |
$4.75M - $4.96M
|
260K
$30.6M
|
|
May 05, 2023
Q1 2023
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-2.84K- 25.78% |
$322K - $336K
|
8.16K
$963K
|
|
May 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
10.8K+ 48.98% |
$1.23M - $1.28M
|
32.9K
$3.88M
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
79New |
$8.97K - $9.35K
|
79
$9.32K
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
131New |
$14.9K - $15.5K
|
131
$15.4K
|