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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.81K+ 18.44% |
$315K - $328K
|
18K
$2.08M
|
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
587New |
$65.9K - $68.5K
|
587
$67.6K
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
4.14K+ 18.62% |
$464K - $483K
|
26.3K
$3.03M
|
|
|
Feb 08, 2023
Q4 2022
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-24.6K- 61.27% |
$2.76M - $2.87M
|
15.5K
$1.79M
|
|
|
Feb 07, 2023
Q4 2022
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
691+ 12.65% |
$77.6K - $80.7K
|
6.16K
$709K
|
|
|
Feb 07, 2023
Q4 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
24New |
$2.7K - $2.8K
|
24
$2.76K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
127New |
$14.3K - $14.8K
|
127
$14.6K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-92K- 7.06% |
$10.3M - $10.7M
|
1.21M
$139M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
40KNew |
$4.49M - $4.67M
|
40K
$4.61M
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
337+ 802.38% |
$37.9K - $39.3K
|
379
$43.6K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
20+ 0.52% |
$2.25K - $2.34K
|
3.86K
$445K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
234+ 1.43% |
$26.3K - $27.3K
|
16.5K
$1.91M
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-744- 7.02% |
$83.6K - $86.9K
|
9.86K
$1.14M
|
|
|
Jan 27, 2023
Q4 2022
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-406K- 98.8% |
$45.6M - $47.4M
|
4.92K
$567K
|
|
|
Jan 27, 2023
Q4 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
74+ 3.68% |
$8.31K - $8.64K
|
2.08K
$240K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
2.08KNew |
$234K - $243K
|
2.08K
$240K
|
|
|
Jan 27, 2023
Q4 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
1+ 0.04% |
$112 - $117
|
2.56K
$295K
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
12.2K+ 94.37% |
$1.37M - $1.42M
|
25.1K
$2.89M
|
|
|
Jan 24, 2023
Q4 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.94KNew |
$218K - $226K
|
1.94K
$223K
|
|
|
Jan 24, 2023
Q4 2022
|
Hnp Capital LLC
|
SELL
|
- |
-1.06K- 4.08% |
$119K - $124K
|
25K
$2.88M
|
|
|
Jan 23, 2023
Q4 2022
|
Index Fund Advisors, Inc.
|
BUY
|
- |
2+ 0.02% |
$225 - $234
|
10.3K
$1.19M
|
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-21- 2.68% |
$2.36K - $2.45K
|
762
$87.8K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
9New |
$1.01K - $1.05K
|
9
$1.04K
|
|
|
Jan 11, 2023
Q4 2022
|
Jenkins Wealth
Englewood, CO |
SELL
|
- |
-9.49K- 18.95% |
$1.07M - $1.11M
|
40.6K
$4.67M
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
9New |
$1.01K - $1.05K
|
9
$1.04K
|
|
|
Jan 09, 2023
Q4 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
3New |
$337 - $350
|
3
$345
|
|
|
Jan 09, 2023
Q4 2022
|
Weaver Consulting Group
|
BUY
|
- |
1.94KNew |
$218K - $227K
|
1.94K
$224K
|
|
| Q3 2022 | |||||||
|
Dec 26, 2024
Q3 2022
|
Cypress Capital, LLC
|
BUY
|
- |
1.86KNew |
$210K - $225K
|
1.86K
$214K
|
|
|
Mar 11, 2024
Q3 2022
|
Nepc LLC
Boston, MA |
SELL
|
- |
-8.32KClosed |
$943K - $1.01M
|
0
$0
|
|
|
Jan 25, 2023
Q3 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
2.69KNew |
$305K - $326K
|
2.69K
$310K
|
|
|
Nov 23, 2022
Q3 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
153+ 2.35% |
$17.3K - $18.6K
|
6.67K
$768K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
23New |
$2.61K - $2.79K
|
23
$2.65K
|
|
|
Nov 14, 2022
Q3 2022
|
Pictet North America Advisors Sa
|
BUY
|
- |
8.75KNew |
$992K - $1.06M
|
8.75K
$1.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Stringer Asset Management, LLC
Memphis, TN |
BUY
|
- |
4.01KNew |
$454K - $486K
|
4.01K
$461K
|
|
|
Nov 14, 2022
Q3 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
5.51KNew |
$625K - $669K
|
5.51K
$635K
|
|
|
Nov 14, 2022
Q3 2022
|
Land & Buildings Investment Management, LLC
Stamford, CT |
BUY
|
- |
32.3KNew |
$3.66M - $3.92M
|
32.3K
$3.72M
|
|
|
Nov 14, 2022
Q3 2022
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
1.94K+ 64.72% |
$220K - $235K
|
4.94K
$569K
|
|
|
Nov 14, 2022
Q3 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-73- 4.33% |
$8.27K - $8.85K
|
1.61K
$186K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
1.28K+ 11.56% |
$145K - $155K
|
12.3K
$1.42M
|
|
|
Nov 14, 2022
Q3 2022
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-8.46K- 80.13% |
$959K - $1.03M
|
2.1K
$242K
|
|
|
Nov 14, 2022
Q3 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-243- 10.68% |
$27.5K - $29.5K
|
2.03K
$234K
|
|
|
Nov 10, 2022
Q3 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
11+ 12.09% |
$1.25K - $1.33K
|
102
$11.7K
|
|
|
Nov 10, 2022
Q3 2022
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-1.96KClosed |
$222K - $237K
|
0
$0
|
|
|
Nov 09, 2022
Q3 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
8.87K+ 63.9% |
$1.01M - $1.08M
|
22.8K
$2.62M
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-1.81K- 89.52% |
$205K - $220K
|
212
$24.4K
|
|
|
Nov 07, 2022
Q3 2022
|
Tevis Investment Management
|
SELL
|
- |
-3- 2.1% |
$340 - $364
|
140
$16.1K
|
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
481+ 12.63% |
$54.5K - $58.3K
|
4.29K
$494K
|
|
|
Nov 04, 2022
Q3 2022
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
3.73KNew |
$423K - $452K
|
3.73K
$429K
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-14- 3.63% |
$1.59K - $1.7K
|
372
$42.8K
|
|
|
Nov 03, 2022
Q3 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
33KNew |
$3.74M - $4M
|
33K
$3.8M
|
|