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 |
---|---|---|---|---|---|---|---|
Jul 12, 2022
Q2 2022
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-16KClosed |
$1.87M - $1.95M
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-174Closed |
$20.2K - $21.1K
|
0
$0
|
|
Q1 2022 | |||||||
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-54Closed |
$6.56K - $6.92K
|
0
$0
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-517- 19.49% |
$62.8K - $66.3K
|
2.14K
$246K
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.7K+ 175.15% |
$206K - $218K
|
2.67K
$308K
|
|
May 31, 2022
Q1 2022
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-1.9KClosed |
$231K - $244K
|
0
$0
|
|
May 18, 2022
Q1 2022
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-249Closed |
$30.2K - $31.9K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.95KClosed |
$358K - $377K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-33Closed |
$4.01K - $4.23K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-1.51KClosed |
$183K - $193K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-1.35KClosed |
$164K - $173K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-29KClosed |
$3.52M - $3.72M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-7.1KClosed |
$862K - $909K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-15.3KClosed |
$1.85M - $1.96M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-4Closed |
$486 - $513
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
20New |
$2.43K - $2.56K
|
20
$2.31K
|
|
May 13, 2022
Q1 2022
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-1.77KClosed |
$214K - $226K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-239Closed |
$29K - $30.6K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Dakota Wealth Management
|
SELL
|
- |
-9.73KClosed |
$1.18M - $1.25M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-380Closed |
$46.1K - $48.7K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-2.48KClosed |
$301K - $317K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
BUY
|
- |
157New |
$19.1K - $20.1K
|
157
$18.1K
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
BUY
|
- |
136New |
$16.5K - $17.4K
|
136
$15.7K
|
|
May 12, 2022
Q1 2022
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-10.4KClosed |
$1.26M - $1.34M
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-257Closed |
$31.2K - $32.9K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-2.78K- 98.72% |
$338K - $356K
|
36
$4.15K
|
|
May 12, 2022
Q1 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-2.65KClosed |
$321K - $339K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-26Closed |
$3.16K - $3.33K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-96Closed |
$11.7K - $12.3K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
65.7KNew |
$7.97M - $8.42M
|
65.7K
$7.57M
|
|
May 11, 2022
Q1 2022
|
Delta Investment Management, LLC
|
SELL
|
- |
-2.03KClosed |
$247K - $261K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-7Closed |
$850 - $897
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-47Closed |
$5.71K - $6.02K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-900Closed |
$109K - $115K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Albion Financial Group
|
SELL
|
- |
-26- 50.0% |
$3.16K - $3.33K
|
26
$3K
|
|
May 06, 2022
Q1 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.6KClosed |
$194K - $205K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
South State Corp
|
BUY
|
- |
68New |
$8.26K - $8.72K
|
68
$7.84K
|
|
May 06, 2022
Q1 2022
|
Pictet Bank & Trust LTD
|
BUY
|
- |
4.5KNew |
$546K - $577K
|
4.5K
$519K
|
|
May 05, 2022
Q1 2022
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-2.22KClosed |
$270K - $285K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-159Closed |
$19.3K - $20.4K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Hc Financial Advisors Inc
|
SELL
|
- |
-3Closed |
$364 - $385
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Windsor Group LTD
|
SELL
|
- |
-10.4KClosed |
$1.27M - $1.34M
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-69.2KClosed |
$8.4M - $8.87M
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-2.61KClosed |
$317K - $334K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
High Mark Wealth Management LLC
|
SELL
|
- |
-68Closed |
$8.26K - $8.72K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Palladiem, LLC
|
SELL
|
- |
-9.56KClosed |
$1.16M - $1.23M
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
David J Yvars Group
|
SELL
|
- |
-2.44KClosed |
$296K - $313K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.84KClosed |
$224K - $236K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-88- 9.44% |
$10.7K - $11.3K
|
844
$97.3K
|
|
Apr 18, 2022
Q1 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-43- 48.86% |
$5.22K - $5.51K
|
45
$5.19K
|