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 12, 2023
Q1 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
PUT |
200KNew |
$22.7M - $23.7M
|
200K
$23.1M
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-160- 8.36% |
$18.2K - $18.9K
|
1.75K
$202K
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
999New |
$113K - $118K
|
999
$115K
|
|
|
May 11, 2023
Q1 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-1.37K- 22.66% |
$155K - $162K
|
4.67K
$538K
|
|
|
May 11, 2023
Q1 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
46.8KNew |
$5.31M - $5.54M
|
46.8K
$5.39M
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
70New |
$7.95K - $8.29K
|
70
$8.07K
|
|
|
May 10, 2023
Q1 2023
|
Gds Wealth Management
|
BUY
|
- |
5.15K+ 8.83% |
$585K - $610K
|
63.5K
$7.33M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
189KNew |
$21.5M - $22.4M
|
189K
$21.8M
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
27New |
$3.07K - $3.2K
|
27
$3.11K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-3.6K- 75.0% |
$409K - $426K
|
1.2K
$138K
|
|
|
May 08, 2023
Q1 2023
|
L.M. Kohn & Company
|
BUY
|
- |
1.08K+ 38.03% |
$123K - $128K
|
3.93K
$453K
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
41.8K+ 19.21% |
$4.75M - $4.96M
|
260K
$30M
|
|
|
May 05, 2023
Q1 2023
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-2.84K- 25.78% |
$322K - $336K
|
8.16K
$942K
|
|
|
May 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
10.8K+ 48.98% |
$1.23M - $1.28M
|
32.9K
$3.8M
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
79New |
$8.97K - $9.35K
|
79
$9.11K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
131New |
$14.9K - $15.5K
|
131
$15.1K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
17New |
$1.93K - $2.01K
|
17
$1.96K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
354New |
$40.2K - $41.9K
|
354
$40.8K
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.23KNew |
$253K - $264K
|
2.23K
$257K
|
|
|
Apr 27, 2023
Q1 2023
|
Mackay Shields LLC
|
SELL
|
- |
-3.11K- 50.24% |
$353K - $368K
|
3.08K
$355K
|
|
|
Apr 26, 2023
Q1 2023
|
Slow Capital, Inc.
|
SELL
|
- |
-29.5K- 96.55% |
$3.35M - $3.49M
|
1.06K
$122K
|
|
|
Apr 24, 2023
Q1 2023
|
Imc Chicago, LLC
|
SELL
|
- |
-34KClosed |
$3.86M - $4.02M
|
0
$0
|
|
|
Apr 24, 2023
Q1 2023
|
Tru Independence LLC
|
SELL
|
- |
-742- 29.11% |
$84.3K - $87.9K
|
1.81K
$208K
|
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-76.4K- 95.93% |
$8.67M - $9.04M
|
3.24K
$373K
|
|
|
Apr 21, 2023
Q1 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
2.09K+ 104700.0% |
$238K - $248K
|
2.1K
$242K
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-11.2K- 36.82% |
$1.27M - $1.32M
|
19.2K
$2.21M
|
|
|
Apr 19, 2023
Q1 2023
|
Heron Financial Group, LLC
|
BUY
|
- |
6.67KNew |
$757K - $790K
|
6.67K
$769K
|
|
|
Apr 14, 2023
Q1 2023
|
Prentice Wealth Management LLC
|
SELL
|
- |
-949- 29.65% |
$108K - $112K
|
2.25K
$260K
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
159+ 5.34% |
$18.1K - $18.8K
|
3.14K
$362K
|
|
|
Apr 10, 2023
Q1 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
13.1KNew |
$1.49M - $1.55M
|
13.1K
$1.51M
|
|
|
Apr 05, 2023
Q1 2023
|
Bts Asset Management, Inc.
|
BUY
|
- |
806KNew |
$91.6M - $95.5M
|
806K
$93M
|
|
| Q4 2022 | |||||||
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-118- 0.64% |
$13.3K - $13.8K
|
18.4K
$2.12M
|
|
|
Sep 12, 2023
Q4 2022
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
201New |
$22.6K - $23.5K
|
201
$23.2K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
421New |
$47.3K - $49.2K
|
421
$48.6K
|
|
|
Feb 15, 2023
Q4 2022
|
Rmr Wealth Builders
|
BUY
|
- |
4.5KNew |
$505K - $525K
|
4.5K
$519K
|
|
|
Feb 14, 2023
Q4 2022
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-850- 2.07% |
$95.5K - $99.2K
|
40.2K
$4.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
428New |
$48.1K - $50K
|
428
$49.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-1.01K- 96.1% |
$113K - $118K
|
41
$4.73K
|
|
|
Feb 14, 2023
Q4 2022
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
1.86K+ 93150.0% |
$209K - $218K
|
1.87K
$215K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
22New |
$2.47K - $2.57K
|
22
$2.54K
|
|
|
Feb 14, 2023
Q4 2022
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
600K+ 150.0% |
$67.4M - $70.1M
|
1M
$115M
|
|
|
Feb 14, 2023
Q4 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
148KNew |
$16.7M - $17.3M
|
148K
$17.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
2.26KNew |
$254K - $264K
|
2.26K
$261K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-5.54M- 98.01% |
$622M - $647M
|
112K
$13M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.51KNew |
$170K - $176K
|
1.51K
$174K
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-83Closed |
$9.32K - $9.69K
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
4.1KNew |
$461K - $479K
|
4.1K
$473K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1+ 100.0% |
$112 - $117
|
2
$231
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
75New |
$8.42K - $8.76K
|
75
$8.65K
|
|
|
Feb 10, 2023
Q4 2022
|
Destination Wealth Management
|
BUY
|
- |
3.61KNew |
$406K - $422K
|
3.61K
$417K
|
|