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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2023
Q1 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
2.09K+ 104700.0% |
$238K - $248K
|
2.1K
$248K
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-11.2K- 36.82% |
$1.27M - $1.32M
|
19.2K
$2.27M
|
|
|
Apr 19, 2023
Q1 2023
|
Heron Financial Group, LLC
|
BUY
|
- |
6.67KNew |
$757K - $790K
|
6.67K
$789K
|
|
|
Apr 14, 2023
Q1 2023
|
Prentice Wealth Management LLC
|
SELL
|
- |
-949- 29.65% |
$108K - $112K
|
2.25K
$267K
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
159+ 5.34% |
$18.1K - $18.8K
|
3.14K
$371K
|
|
|
Apr 10, 2023
Q1 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
13.1KNew |
$1.49M - $1.55M
|
13.1K
$1.55M
|
|
|
Apr 05, 2023
Q1 2023
|
Bts Asset Management, Inc.
|
BUY
|
- |
806KNew |
$91.6M - $95.5M
|
806K
$95.4M
|
|
| Q4 2022 | |||||||
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-118- 0.64% |
$13.3K - $13.8K
|
18.4K
$2.17M
|
|
|
Sep 12, 2023
Q4 2022
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
201New |
$22.6K - $23.5K
|
201
$23.8K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
421New |
$47.3K - $49.2K
|
421
$49.8K
|
|
|
Feb 15, 2023
Q4 2022
|
Rmr Wealth Builders
|
BUY
|
- |
4.5KNew |
$505K - $525K
|
4.5K
$533K
|
|
|
Feb 14, 2023
Q4 2022
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-850- 2.07% |
$95.5K - $99.2K
|
40.2K
$4.76M
|
|
|
Feb 14, 2023
Q4 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
428New |
$48.1K - $50K
|
428
$50.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-1.01K- 96.1% |
$113K - $118K
|
41
$4.85K
|
|
|
Feb 14, 2023
Q4 2022
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
1.86K+ 93150.0% |
$209K - $218K
|
1.87K
$221K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
22New |
$2.47K - $2.57K
|
22
$2.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
600K+ 150.0% |
$67.4M - $70.1M
|
1M
$118M
|
|
|
Feb 14, 2023
Q4 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
148KNew |
$16.7M - $17.3M
|
148K
$17.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
2.26KNew |
$254K - $264K
|
2.26K
$267K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-5.54M- 98.01% |
$622M - $647M
|
112K
$13.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.51KNew |
$170K - $176K
|
1.51K
$179K
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-83Closed |
$9.32K - $9.69K
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1+ 100.0% |
$112 - $117
|
2
$237
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
75New |
$8.42K - $8.76K
|
75
$8.88K
|
|
|
Feb 10, 2023
Q4 2022
|
Destination Wealth Management
|
BUY
|
- |
3.61KNew |
$406K - $422K
|
3.61K
$428K
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.81K+ 18.44% |
$315K - $328K
|
18K
$2.13M
|
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
587New |
$65.9K - $68.5K
|
587
$69.5K
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
4.14K+ 18.62% |
$464K - $483K
|
26.3K
$3.12M
|
|
|
Feb 08, 2023
Q4 2022
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-24.6K- 61.27% |
$2.76M - $2.87M
|
15.5K
$1.84M
|
|
|
Feb 07, 2023
Q4 2022
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
691+ 12.65% |
$77.6K - $80.7K
|
6.16K
$729K
|
|
|
Feb 07, 2023
Q4 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
24New |
$2.7K - $2.8K
|
24
$2.84K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
127New |
$14.3K - $14.8K
|
127
$15K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-92K- 7.06% |
$10.3M - $10.7M
|
1.21M
$143M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
40KNew |
$4.49M - $4.67M
|
40K
$4.73M
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
337+ 802.38% |
$37.9K - $39.3K
|
379
$44.9K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
20+ 0.52% |
$2.25K - $2.34K
|
3.86K
$457K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
234+ 1.43% |
$26.3K - $27.3K
|
16.5K
$1.96M
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-744- 7.02% |
$83.6K - $86.9K
|
9.86K
$1.17M
|
|
|
Jan 27, 2023
Q4 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
74+ 3.68% |
$8.31K - $8.64K
|
2.08K
$247K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
2.08KNew |
$234K - $243K
|
2.08K
$247K
|
|
|
Jan 27, 2023
Q4 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
1+ 0.04% |
$112 - $117
|
2.56K
$303K
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
12.2K+ 94.37% |
$1.37M - $1.42M
|
25.1K
$2.97M
|
|
|
Jan 24, 2023
Q4 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.94KNew |
$218K - $226K
|
1.94K
$229K
|
|
|
Jan 24, 2023
Q4 2022
|
Hnp Capital LLC
|
SELL
|
- |
-1.06K- 4.08% |
$119K - $124K
|
25K
$2.96M
|
|
|
Jan 23, 2023
Q4 2022
|
Index Fund Advisors, Inc.
|
BUY
|
- |
2+ 0.02% |
$225 - $234
|
10.3K
$1.22M
|
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-21- 2.68% |
$2.36K - $2.45K
|
762
$90.2K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
9New |
$1.01K - $1.05K
|
9
$1.07K
|
|
|
Jan 11, 2023
Q4 2022
|
Jenkins Wealth
Englewood, CO |
SELL
|
- |
-9.49K- 18.95% |
$1.07M - $1.11M
|
40.6K
$4.8M
|
|
|
Jan 09, 2023
Q4 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
3New |
$337 - $350
|
3
$355
|
|
|
Jan 09, 2023
Q4 2022
|
Weaver Consulting Group
|
BUY
|
- |
1.94KNew |
$218K - $227K
|
1.94K
$230K
|
|