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 20, 2025
Q3 2022
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-27.1K- 80.69% |
$3.07M - $3.29M
|
6.49K
$768K
|
|
|
Dec 26, 2024
Q3 2022
|
Cypress Capital, LLC
|
BUY
|
- |
1.86KNew |
$210K - $225K
|
1.86K
$220K
|
|
|
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
$318K
|
|
|
Nov 23, 2022
Q3 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
153+ 2.35% |
$17.3K - $18.6K
|
6.67K
$790K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
23New |
$2.61K - $2.79K
|
23
$2.72K
|
|
|
Nov 14, 2022
Q3 2022
|
Pictet North America Advisors Sa
|
BUY
|
- |
8.75KNew |
$992K - $1.06M
|
8.75K
$1.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Stringer Asset Management, LLC
Memphis, TN |
BUY
|
- |
4.01KNew |
$454K - $486K
|
4.01K
$474K
|
|
|
Nov 14, 2022
Q3 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
5.51KNew |
$625K - $669K
|
5.51K
$653K
|
|
|
Nov 14, 2022
Q3 2022
|
Land & Buildings Investment Management, LLC
Stamford, CT |
BUY
|
- |
32.3KNew |
$3.66M - $3.92M
|
32.3K
$3.82M
|
|
|
Nov 14, 2022
Q3 2022
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
1.94K+ 64.72% |
$220K - $235K
|
4.94K
$585K
|
|
|
Nov 14, 2022
Q3 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-73- 4.33% |
$8.27K - $8.85K
|
1.61K
$191K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
1.28K+ 11.56% |
$145K - $155K
|
12.3K
$1.46M
|
|
|
Nov 14, 2022
Q3 2022
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-8.46K- 80.13% |
$959K - $1.03M
|
2.1K
$248K
|
|
|
Nov 14, 2022
Q3 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-243- 10.68% |
$27.5K - $29.5K
|
2.03K
$241K
|
|
|
Nov 10, 2022
Q3 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
11+ 12.09% |
$1.25K - $1.33K
|
102
$12.1K
|
|
|
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
$2.69M
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-1.81K- 89.52% |
$205K - $220K
|
212
$25.1K
|
|
|
Nov 07, 2022
Q3 2022
|
Tevis Investment Management
|
SELL
|
- |
-3- 2.1% |
$340 - $364
|
140
$16.6K
|
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
481+ 12.63% |
$54.5K - $58.3K
|
4.29K
$508K
|
|
|
Nov 04, 2022
Q3 2022
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
3.73KNew |
$423K - $452K
|
3.73K
$441K
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-14- 3.63% |
$1.59K - $1.7K
|
372
$44K
|
|
|
Nov 03, 2022
Q3 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
33KNew |
$3.74M - $4M
|
33K
$3.9M
|
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
960+ 5.84% |
$109K - $116K
|
17.4K
$2.06M
|
|
|
Nov 02, 2022
Q3 2022
|
First National Trust CO
|
BUY
|
- |
116+ 6.76% |
$13.1K - $14.1K
|
1.83K
$217K
|
|
|
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
$221K
|
|
|
Nov 01, 2022
Q3 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
2.01KNew |
$228K - $244K
|
2.01K
$238K
|
|
|
Oct 31, 2022
Q3 2022
|
First Farmers & Merchants Bank
|
SELL
|
- |
-112- 2.04% |
$12.7K - $13.6K
|
5.37K
$635K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
159New |
$18K - $19.3K
|
159
$18.8K
|
|
|
Oct 26, 2022
Q3 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
51New |
$5.78K - $6.19K
|
51
$6.04K
|
|
|
Oct 21, 2022
Q3 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-55- 2.79% |
$6.23K - $6.67K
|
1.92K
$227K
|
|
|
Oct 20, 2022
Q3 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
3.66KNew |
$415K - $444K
|
3.66K
$434K
|
|
|
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
$333K
|
|
|
Oct 14, 2022
Q3 2022
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-124K- 67.02% |
$14M - $15M
|
60.9K
$7.21M
|
|
|
Oct 14, 2022
Q3 2022
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-898- 3.66% |
$102K - $109K
|
23.6K
$2.8M
|
|
|
Oct 14, 2022
Q3 2022
|
Baldwin Brothers LLC
|
SELL
|
- |
-24- 22.02% |
$2.72K - $2.91K
|
85
$10.1K
|
|
|
Oct 14, 2022
Q3 2022
|
Flc Capital Advisors
|
SELL
|
- |
-3.96K- 60.49% |
$449K - $480K
|
2.59K
$306K
|
|
|
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 | |||||||
|
Jan 10, 2025
Q2 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
10.5KNew |
$1.22M - $1.27M
|
10.5K
$1.24M
|
|
|
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
$531K
|
|
|
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
|
|