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 |
---|---|---|---|---|---|---|---|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
960+ 5.84% |
$109K - $116K
|
17.4K
$2.01M
|
|
Nov 02, 2022
Q3 2022
|
First National Trust CO
|
BUY
|
- |
116+ 6.76% |
$13.1K - $14.1K
|
1.83K
$211K
|
|
Nov 02, 2022
Q3 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-5.23KClosed |
$593K - $635K
|
0
$0
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-170K- 98.91% |
$19.2M - $20.6M
|
1.86K
$215K
|
|
Nov 01, 2022
Q3 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
2.01KNew |
$228K - $244K
|
2.01K
$232K
|
|
Oct 31, 2022
Q3 2022
|
First Farmers & Merchants Bank
|
SELL
|
- |
-112- 2.04% |
$12.7K - $13.6K
|
5.37K
$619K
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
159New |
$18K - $19.3K
|
159
$18.3K
|
|
Oct 26, 2022
Q3 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
51New |
$5.78K - $6.19K
|
51
$5.88K
|
|
Oct 25, 2022
Q3 2022
|
New Square Capital LLC
|
SELL
|
- |
-7- 30.43% |
$793 - $849
|
16
$1.85K
|
|
Oct 21, 2022
Q3 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-55- 2.79% |
$6.23K - $6.67K
|
1.92K
$221K
|
|
Oct 20, 2022
Q3 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
3.66KNew |
$415K - $444K
|
3.66K
$422K
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.91% |
$113 - $121
|
111
$12.8K
|
|
Oct 19, 2022
Q3 2022
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
SELL
|
- |
-7.45KClosed |
$845K - $904K
|
0
$0
|
|
Oct 17, 2022
Q3 2022
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-568- 16.78% |
$64.4K - $68.9K
|
2.82K
$325K
|
|
Oct 14, 2022
Q3 2022
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-124K- 67.02% |
$14M - $15M
|
60.9K
$7.03M
|
|
Oct 14, 2022
Q3 2022
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-898- 3.66% |
$102K - $109K
|
23.6K
$2.72M
|
|
Oct 14, 2022
Q3 2022
|
Baldwin Brothers LLC
|
SELL
|
- |
-24- 22.02% |
$2.72K - $2.91K
|
85
$9.8K
|
|
Oct 14, 2022
Q3 2022
|
Flc Capital Advisors
|
SELL
|
- |
-3.96K- 60.49% |
$449K - $480K
|
2.59K
$298K
|
|
Oct 13, 2022
Q3 2022
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-82.9KClosed |
$9.4M - $10.1M
|
0
$0
|
|
Oct 03, 2022
Q3 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-1.86KClosed |
$211K - $226K
|
0
$0
|
|
Q2 2022 | |||||||
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-138Closed |
$16K - $16.8K
|
0
$0
|
|
Jun 16, 2023
Q2 2022
|
Kensington Asset Management, LLC
Austin, TX |
SELL
|
- |
-369KClosed |
$42.9M - $44.8M
|
0
$0
|
|
Nov 17, 2022
Q2 2022
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
4.49KNew |
$522K - $545K
|
4.49K
$518K
|
|
Aug 24, 2022
Q2 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-1.71KClosed |
$199K - $208K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.69KClosed |
$196K - $205K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-378Closed |
$43.9K - $45.9K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-829Closed |
$96.4K - $101K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-200Closed |
$23.2K - $24.3K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-81Closed |
$9.41K - $9.84K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
180KNew |
$20.9M - $21.9M
|
180K
$20.8M
|
|
Aug 15, 2022
Q2 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-2.67KClosed |
$311K - $325K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-2.74KClosed |
$319K - $333K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
1+ 0.04% |
$116 - $121
|
2.5K
$289K
|
|
Aug 15, 2022
Q2 2022
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
550+ 11.18% |
$63.9K - $66.8K
|
5.47K
$631K
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-165Closed |
$19.2K - $20K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Discovery Capital Management, LLC
South Norwalk, CT |
SELL
|
- |
-18.3KClosed |
$2.12M - $2.22M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
29New |
$3.37K - $3.52K
|
29
$3.34K
|
|
Aug 15, 2022
Q2 2022
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
432+ 20.49% |
$50.2K - $52.5K
|
2.54K
$293K
|
|
Aug 12, 2022
Q2 2022
|
Edenbrook Capital, LLC
Mount Kisco, NY |
SELL
|
CALL |
-100KClosed |
$11.6M - $12.1M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
10.5KNew |
$1.22M - $1.27M
|
10.5K
$1.21M
|
|
Aug 12, 2022
Q2 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
465+ 4.41% |
$54K - $56.5K
|
11K
$1.27M
|
|
Aug 12, 2022
Q2 2022
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-174KClosed |
$20.2M - $21.1M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
300New |
$34.9K - $36.4K
|
300
$34.6K
|
|
Aug 12, 2022
Q2 2022
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-6.6KClosed |
$768K - $802K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-25.4KClosed |
$2.95M - $3.08M
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-369KClosed |
$42.9M - $44.8M
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Avalon Advisory Group
Wexford, PA |
SELL
|
- |
-25.9KClosed |
$3.01M - $3.15M
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-28Closed |
$3.25K - $3.4K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-7.15KClosed |
$831K - $868K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-466- 91.91% |
$54.2K - $56.6K
|
41
$4.73K
|