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 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-41.5K- 87.72% |
$4.85M - $4.96M
|
5.81K
$689K
|
|
Jul 22, 2025
Q2 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-678- 7.49% |
$79.3K - $80.9K
|
8.38K
$993K
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
1.14K+ 3.38% |
$133K - $136K
|
34.7K
$4.12M
|
|
Jul 21, 2025
Q2 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
36.9K+ 30.37% |
$4.32M - $4.41M
|
159K
$18.8M
|
|
Jul 21, 2025
Q2 2025
|
Financial Services Advisory Inc
|
BUY
|
- |
4.66KNew |
$545K - $556K
|
4.66K
$552K
|
|
Jul 21, 2025
Q2 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
3.3KNew |
$385K - $394K
|
3.3K
$391K
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
49.9K+ 117.47% |
$5.83M - $5.96M
|
92.4K
$10.9M
|
|
Jul 21, 2025
Q2 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-137- 2.26% |
$16K - $16.4K
|
5.93K
$702K
|
|
Jul 21, 2025
Q2 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
498+ 3.79% |
$58.2K - $59.5K
|
13.6K
$1.62M
|
|
Jul 21, 2025
Q2 2025
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-5.18K- 0.49% |
$605K - $618K
|
1.06M
$125M
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
69.5K+ 224.12% |
$8.12M - $8.29M
|
100K
$11.9M
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-187- 3.77% |
$21.9K - $22.3K
|
4.77K
$565K
|
|
Jul 21, 2025
Q2 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
2.91K+ 87.44% |
$340K - $348K
|
6.24K
$740K
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
946New |
$111K - $113K
|
946
$112K
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
898+ 13.2% |
$105K - $107K
|
7.7K
$913K
|
|
Jul 21, 2025
Q2 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-88- 0.66% |
$10.3K - $10.5K
|
13.3K
$1.58M
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-111K- 63.56% |
$13M - $13.3M
|
63.7K
$7.55M
|
|
Jul 21, 2025
Q2 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
9+ 0.11% |
$1.05K - $1.07K
|
7.91K
$937K
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
127New |
$14.9K - $15.2K
|
127
$15.1K
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
4.44KNew |
$519K - $530K
|
4.44K
$526K
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
BUY
|
- |
1.13K+ 33.22% |
$132K - $135K
|
4.52K
$536K
|
|
Jul 18, 2025
Q2 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-3.87K- 84.4% |
$453K - $463K
|
716
$84.9K
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-346K- 15.57% |
$40.4M - $41.3M
|
1.87M
$222M
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.71KNew |
$200K - $205K
|
1.71K
$203K
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-22.3K- 28.59% |
$2.6M - $2.66M
|
55.6K
$6.59M
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
19New |
$2.22K - $2.27K
|
19
$2.25K
|
|
Jul 18, 2025
Q2 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
1.99K+ 3.9% |
$232K - $237K
|
53K
$6.28M
|
|
Jul 18, 2025
Q2 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
1.45K+ 61.0% |
$170K - $173K
|
3.84K
$455K
|
|
Jul 18, 2025
Q2 2025
|
Clarity Financial LLC
|
BUY
|
- |
5.76K+ 1.0% |
$673K - $688K
|
580K
$68.8M
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
681+ 12.6% |
$79.6K - $81.3K
|
6.09K
$721K
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-425- 8.29% |
$49.7K - $50.7K
|
4.7K
$558K
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-28.2K- 61.37% |
$3.3M - $3.37M
|
17.7K
$2.1M
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-27.2K- 15.47% |
$3.18M - $3.25M
|
149K
$17.6M
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
107+ 102.88% |
$12.5K - $12.8K
|
211
$25K
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
BUY
|
- |
24New |
$2.81K - $2.87K
|
24
$2.84K
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
36New |
$4.21K - $4.3K
|
36
$4.27K
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-3.92K- 7.8% |
$458K - $468K
|
46.3K
$5.49M
|
|
Jul 17, 2025
Q2 2025
|
School Employees Retirement Board Of Ohio
Columbus, OH |
BUY
|
- |
420KNew |
$49.2M - $50.2M
|
420K
$49.8M
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
315+ 6.97% |
$36.8K - $37.6K
|
4.84K
$573K
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.77KNew |
$207K - $212K
|
1.77K
$210K
|
|
Jul 17, 2025
Q2 2025
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-380- 7.72% |
$44.4K - $45.4K
|
4.54K
$538K
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.02KNew |
$236K - $241K
|
2.02K
$239K
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-242K- 13.34% |
$28.3M - $28.8M
|
1.57M
$186M
|
|
Jul 17, 2025
Q2 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
2.57K+ 9.52% |
$301K - $307K
|
29.6K
$3.51M
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
200+ 1.98% |
$23.4K - $23.9K
|
10.3K
$1.22M
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-3.3K- 11.83% |
$386K - $394K
|
24.6K
$2.92M
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
173+ 4.13% |
$20.2K - $20.7K
|
4.37K
$518K
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-292- 14.54% |
$34.1K - $34.9K
|
1.72K
$203K
|
|
Jul 16, 2025
Q2 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.04K+ 4.09% |
$121K - $124K
|
26.4K
$3.13M
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
141New |
$16.5K - $16.8K
|
141
$16.7K
|