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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Sbb Research Group LLC
|
BUY
|
- |
722+ 24.98% |
$83.2K - $85.9K
|
3.61K
$417K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.55K- 37.42% |
$179K - $185K
|
2.6K
$299K
|
|
|
Aug 08, 2023
Q2 2023
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
2.06KNew |
$237K - $245K
|
2.06K
$237K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
319New |
$36.8K - $38K
|
319
$36.8K
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
2.09KNew |
$241K - $249K
|
2.09K
$241K
|
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
SELL
|
- |
-10- 32.26% |
$1.15K - $1.19K
|
21
$2.42K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
95New |
$10.9K - $11.3K
|
95
$11K
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
91+ 121.33% |
$10.5K - $10.8K
|
166
$19.1K
|
|
|
Aug 03, 2023
Q2 2023
|
Simmons Bank
|
SELL
|
- |
-3.07K- 53.41% |
$354K - $365K
|
2.68K
$309K
|
|
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
19.2KNew |
$2.21M - $2.29M
|
19.2K
$2.22M
|
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
758New |
$87.3K - $90.2K
|
758
$87.4K
|
|
|
Aug 01, 2023
Q2 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
1.85KNew |
$213K - $220K
|
1.85K
$213K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-278- 86.6% |
$32K - $33.1K
|
43
$4.96K
|
|
|
Jul 27, 2023
Q2 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-6.39K- 37.88% |
$736K - $761K
|
10.5K
$1.21M
|
|
|
Jul 26, 2023
Q2 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
26.5K+ 46.19% |
$3.06M - $3.16M
|
83.9K
$9.68M
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
3.18KNew |
$367K - $379K
|
3.18K
$367K
|
|
|
Jul 26, 2023
Q2 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-42- 1.36% |
$4.84K - $5K
|
3.04K
$351K
|
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
190New |
$21.9K - $22.6K
|
190
$21.9K
|
|
|
Jul 24, 2023
Q2 2023
|
Financial Services Advisory Inc
|
BUY
|
- |
813+ 9.27% |
$93.7K - $96.8K
|
9.59K
$1.11M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-739- 11.58% |
$85.2K - $88K
|
5.64K
$651K
|
|
|
Jul 24, 2023
Q2 2023
|
Cumberland Advisors Inc
|
BUY
|
- |
12.8K+ 619.42% |
$1.47M - $1.52M
|
14.8K
$1.71M
|
|
|
Jul 20, 2023
Q2 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-4.01K- 68.73% |
$462K - $477K
|
1.82K
$210K
|
|
|
Jul 20, 2023
Q2 2023
|
St. James Investment Company, LLC
|
SELL
|
- |
-10- 0.14% |
$1.15K - $1.19K
|
6.98K
$805K
|
|
|
Jul 19, 2023
Q2 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-54- 50.0% |
$6.22K - $6.43K
|
54
$6.23K
|
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
BUY
|
- |
2.53KNew |
$292K - $302K
|
2.53K
$292K
|
|
|
Jul 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
2New |
$230 - $238
|
2
$231
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
23New |
$2.65K - $2.74K
|
23
$2.65K
|
|
|
Jul 13, 2023
Q2 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-1.01K- 9.3% |
$116K - $120K
|
9.81K
$1.13M
|
|
|
Jul 13, 2023
Q2 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-180- 24.83% |
$20.7K - $21.4K
|
545
$62.9K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-24- 82.76% |
$2.77K - $2.86K
|
5
$577
|
|
|
Jul 11, 2023
Q2 2023
|
Life Pro Asset Management
|
BUY
|
- |
1.75KNew |
$202K - $208K
|
1.75K
$202K
|
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
2.27KNew |
$261K - $270K
|
2.27K
$262K
|
|
|
Jul 06, 2023
Q2 2023
|
In Track Investment Management Inc
|
SELL
|
- |
-300- 9.96% |
$34.6K - $35.7K
|
2.71K
$313K
|
|
|
Jul 06, 2023
Q2 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
37New |
$4.26K - $4.4K
|
37
$4.27K
|
|
| Q1 2023 | |||||||
|
Nov 27, 2024
Q1 2023
|
Carrhae Capital LLP
London, X0 |
SELL
|
- |
-37.9KClosed |
$4.3M - $4.49M
|
0
$0
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
CALL |
6KNew |
$681K - $710K
|
6K
$692K
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
723+ 5.63% |
$82.1K - $85.6K
|
13.6K
$1.56M
|
|
|
May 18, 2023
Q1 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
8New |
$908 - $947
|
8
$923
|
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
474New |
$53.8K - $56.1K
|
474
$54.7K
|
|
|
May 15, 2023
Q1 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
10.1K+ 16.99% |
$1.15M - $1.2M
|
69.5K
$8.02M
|
|
|
May 15, 2023
Q1 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
PUT |
300KNew |
$34.1M - $35.5M
|
300K
$34.6M
|
|
|
May 15, 2023
Q1 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
232New |
$26.3K - $27.5K
|
232
$26.8K
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-39- 52.0% |
$4.43K - $4.62K
|
36
$4.15K
|
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-1- 0.26% |
$114 - $118
|
383
$44.2K
|
|
|
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
$2.16M
|
|
|
May 12, 2023
Q1 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-143- 7.5% |
$16.2K - $16.9K
|
1.76K
$203K
|
|
|
May 12, 2023
Q1 2023
|
Security Asset Management
|
BUY
|
- |
5.25KNew |
$596K - $622K
|
5.25K
$606K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
1.64K+ 9.59% |
$186K - $194K
|
18.7K
$2.16M
|
|
|
May 12, 2023
Q1 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
32.6KNew |
$3.7M - $3.86M
|
32.6K
$3.76M
|
|