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 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.08K- 4.9% |
$244K - $249K
|
40.4K
$4.79M
|
|
|
Jul 09, 2025
Q2 2025
|
Berkshire Bank
|
BUY
|
- |
8.35K+ 5.04% |
$976K - $997K
|
174K
$20.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-12- 0.5% |
$1.4K - $1.43K
|
2.4K
$284K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.37K+ 7.62% |
$161K - $164K
|
19.4K
$2.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
2.44KNew |
$285K - $291K
|
2.44K
$289K
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
SELL
|
- |
-5.74K- 10.12% |
$671K - $686K
|
51K
$6.03M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.82K- 58.75% |
$330K - $337K
|
1.98K
$234K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
170+ 51.67% |
$19.9K - $20.3K
|
499
$59.1K
|
|
|
Jul 08, 2025
Q2 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
2+ 0.12% |
$234 - $239
|
1.71K
$203K
|
|
|
Jul 08, 2025
Q2 2025
|
Mirabaud & Cie Sa
Geneva, V8 |
BUY
|
- |
11K+ 8.37% |
$1.29M - $1.32M
|
143K
$16.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
BUY
|
- |
289+ 0.3% |
$33.8K - $34.5K
|
96.2K
$11.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.73K- 9.31% |
$203K - $207K
|
16.9K
$2M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
4+ 0.04% |
$468 - $478
|
11.3K
$1.33M
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
318+ 15.73% |
$37.2K - $38K
|
2.34K
$277K
|
|
|
Jul 08, 2025
Q2 2025
|
Martin Capital Partners, LLC
|
BUY
|
- |
4.75K+ 78.7% |
$556K - $567K
|
10.8K
$1.28M
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
10+ 2.99% |
$1.17K - $1.19K
|
345
$40.8K
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
196+ 1.16% |
$22.9K - $23.4K
|
17K
$2.02M
|
|
|
Jul 08, 2025
Q2 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-641- 3.87% |
$75K - $76.5K
|
15.9K
$1.88M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.32K- 7.53% |
$154K - $157K
|
16.2K
$1.92M
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-244- 2.3% |
$28.5K - $29.1K
|
10.4K
$1.23M
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
64+ 4.24% |
$7.48K - $7.64K
|
1.57K
$186K
|
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
3KNew |
$351K - $358K
|
3K
$355K
|
|
|
Jul 07, 2025
Q2 2025
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-71- 0.96% |
$8.3K - $8.48K
|
7.3K
$864K
|
|
|
Jul 07, 2025
Q2 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
3.07K+ 7685.0% |
$359K - $367K
|
3.11K
$369K
|
|
|
Jul 07, 2025
Q2 2025
|
Twele Capital Management, Inc.
|
SELL
|
- |
-145- 0.89% |
$17K - $17.3K
|
16.2K
$1.92M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
36+ 8.28% |
$4.21K - $4.3K
|
471
$55.7K
|
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-256- 0.62% |
$29.9K - $30.6K
|
41.2K
$4.87M
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
1.53K+ 2.01% |
$179K - $183K
|
77.6K
$9.18M
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-957- 35.2% |
$112K - $114K
|
1.76K
$209K
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
202K+ 428.22% |
$23.6M - $24.1M
|
249K
$29.5M
|
|
| Q1 2025 | |||||||
|
Jun 17, 2025
Q1 2025
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
73.3KNew |
$8.4M - $8.66M
|
73.3K
$8.68M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-111- 88.8% |
$12.7K - $13.1K
|
14
$1.66K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
40New |
$4.58K - $4.73K
|
40
$4.73K
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
SELL
|
- |
-54.8K- 99.88% |
$6.28M - $6.48M
|
68
$8.05K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
36.1K+ 3025.59% |
$4.13M - $4.26M
|
37.3K
$4.41M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.56K+ 15.25% |
$179K - $185K
|
11.8K
$1.4M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.55K- 10.58% |
$292K - $301K
|
21.5K
$2.55M
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
3.62K+ 1.77% |
$415K - $427K
|
208K
$24.7M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-44K- 92.99% |
$5.04M - $5.19M
|
3.31K
$392K
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
5.7KNew |
$653K - $674K
|
5.7K
$675K
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-396- 5.34% |
$45.4K - $46.8K
|
7.02K
$831K
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
51+ 3.55% |
$5.84K - $6.03K
|
1.49K
$176K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.8K- 15.96% |
$779K - $803K
|
35.8K
$4.23M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7.08K+ 8.68% |
$811K - $836K
|
88.7K
$10.5M
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-15.9K- 90.15% |
$1.82M - $1.87M
|
1.73K
$205K
|
|
|
May 15, 2025
Q1 2025
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
30KNew |
$3.43M - $3.54M
|
30K
$3.55M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
27+ 81.82% |
$3.09K - $3.19K
|
60
$7.1K
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
2.22KNew |
$255K - $263K
|
2.22K
$263K
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
6.09K+ 2.75% |
$697K - $719K
|
227K
$26.9M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
27.9KNew |
$3.2M - $3.3M
|
27.9K
$3.3M
|
|