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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-57- 8.06% |
$6.55K - $6.7K
|
650
$76.2K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
159+ 33.06% |
$18.3K - $18.7K
|
640
$75K
|
|
|
May 02, 2024
Q1 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-252- 26.53% |
$29K - $29.6K
|
698
$81.8K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
868New |
$99.8K - $102K
|
868
$102K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
750New |
$86.2K - $88.2K
|
750
$87.9K
|
|
|
May 01, 2024
Q1 2024
|
Centric Wealth Management
|
BUY
|
- |
39.8KNew |
$4.57M - $4.67M
|
39.8K
$4.66M
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-1.7K- 43.59% |
$195K - $200K
|
2.2K
$258K
|
|
|
May 01, 2024
Q1 2024
|
Janney Capital Management LLC
|
BUY
|
- |
1.86KNew |
$213K - $218K
|
1.86K
$218K
|
|
|
May 01, 2024
Q1 2024
|
Quaker Wealth Management, LLC
|
BUY
|
- |
22.7K+ 23.77% |
$2.6M - $2.66M
|
118K
$13.8M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
7.61KNew |
$874K - $894K
|
7.61K
$892K
|
|
|
May 01, 2024
Q1 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-256- 11.52% |
$29.4K - $30.1K
|
1.97K
$230K
|
|
|
Apr 30, 2024
Q1 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-148- 5.04% |
$17K - $17.4K
|
2.79K
$327K
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
1.78KNew |
$204K - $209K
|
1.78K
$208K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
1.84KNew |
$212K - $216K
|
1.84K
$216K
|
|
|
Apr 26, 2024
Q1 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-2.5K- 36.23% |
$288K - $294K
|
4.4K
$516K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
56New |
$6.44K - $6.58K
|
56
$6.56K
|
|
|
Apr 24, 2024
Q1 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-1.98K- 68.87% |
$228K - $233K
|
895
$105K
|
|
|
Apr 23, 2024
Q1 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
1.86KNew |
$214K - $219K
|
1.86K
$218K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-1K- 55.56% |
$115K - $118K
|
800
$93.8K
|
|
|
Apr 19, 2024
Q1 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
1.88KNew |
$216K - $221K
|
1.88K
$220K
|
|
|
Apr 19, 2024
Q1 2024
|
Fluent Financial, LLC
|
BUY
|
- |
180+ 2.7% |
$20.7K - $21.2K
|
6.86K
$804K
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
6KNew |
$689K - $705K
|
6K
$703K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
8New |
$920 - $940
|
8
$938
|
|
|
Apr 17, 2024
Q1 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-70- 3.0% |
$8.05K - $8.23K
|
2.27K
$266K
|
|
|
Apr 16, 2024
Q1 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-110- 18.74% |
$12.6K - $12.9K
|
477
$55.9K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.25K- 64.59% |
$488K - $499K
|
2.33K
$273K
|
|
|
Apr 11, 2024
Q1 2024
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-178- 7.05% |
$20.5K - $20.9K
|
2.35K
$275K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-405- 1.72% |
$46.6K - $47.6K
|
23.1K
$2.71M
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
131New |
$15.1K - $15.4K
|
131
$15.4K
|
|
|
Apr 02, 2024
Q1 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-925- 25.66% |
$106K - $109K
|
2.68K
$314K
|
|
| Q4 2023 | |||||||
|
Apr 10, 2025
Q4 2023
|
Arrien Investments, Inc.
Boise, ID |
SELL
|
- |
-5.66KClosed |
$632K - $664K
|
0
$0
|
|
|
Mar 11, 2025
Q4 2023
|
Private Capital Management LLC
|
SELL
|
- |
-1K- 35.71% |
$112K - $117K
|
1.8K
$211K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
4.51KNew |
$503K - $529K
|
4.51K
$529K
|
|
|
Apr 11, 2024
Q4 2023
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
2.19KNew |
$245K - $257K
|
2.19K
$257K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-118Closed |
$13.2K - $13.8K
|
0
$0
|
|
|
Mar 26, 2024
Q4 2023
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
2.07KNew |
$231K - $243K
|
2.07K
$242K
|
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
732New |
$81.7K - $85.9K
|
732
$85.8K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
277New |
$30.9K - $32.5K
|
277
$32.5K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
6New |
$670 - $704
|
6
$703
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
119New |
$13.3K - $14K
|
119
$14K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-151- 3.22% |
$16.9K - $17.7K
|
4.53K
$531K
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-100K- 31.82% |
$11.2M - $11.8M
|
215K
$25.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-85- 33.73% |
$9.49K - $9.98K
|
167
$19.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
47New |
$5.25K - $5.52K
|
47
$5.51K
|
|
|
Feb 14, 2024
Q4 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
2.04KNew |
$227K - $239K
|
2.04K
$239K
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
1.76KNew |
$196K - $207K
|
1.76K
$206K
|
|
|
Feb 14, 2024
Q4 2023
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
3.8KNew |
$424K - $446K
|
3.8K
$445K
|
|
|
Feb 14, 2024
Q4 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
144New |
$16.1K - $16.9K
|
144
$16.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
988New |
$110K - $116K
|
988
$116K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
1+ 1.04% |
$112 - $117
|
97
$11.4K
|
|