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 29, 2022
Q2 2022
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
2.24KNew |
$260K - $271K
|
2.24K
$265K
|
|
Jul 27, 2022
Q2 2022
|
Hoyle Cohen, LLC
|
SELL
|
- |
-3.02KClosed |
$351K - $366K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
160New |
$18.6K - $19.4K
|
160
$18.9K
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-101Closed |
$11.7K - $12.3K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
6.73KNew |
$782K - $817K
|
6.73K
$796K
|
|
Jul 20, 2022
Q2 2022
|
Founders Capital Management
|
BUY
|
- |
51New |
$5.93K - $6.19K
|
51
$6.04K
|
|
Jul 19, 2022
Q2 2022
|
Financial Consulate, Inc
|
SELL
|
- |
-77- 3.57% |
$8.95K - $9.35K
|
2.08K
$246K
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
410New |
$47.7K - $49.8K
|
410
$48.5K
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
201+ 515.38% |
$23.4K - $24.4K
|
240
$28.4K
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-174Closed |
$20.2K - $21.1K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-86Closed |
$10K - $10.4K
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-1.69KClosed |
$196K - $205K
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
4.69KNew |
$545K - $569K
|
4.69K
$555K
|
|
Jul 14, 2022
Q2 2022
|
Peak Financial Advisors LLC
|
SELL
|
- |
-30KClosed |
$3.48M - $3.64M
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
15New |
$1.74K - $1.82K
|
15
$1.78K
|
|
Jul 13, 2022
Q2 2022
|
Hudson Capital Management LLC
|
SELL
|
- |
-2.15KClosed |
$250K - $261K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
SELL
|
- |
-1.18KClosed |
$137K - $143K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-492Closed |
$57.2K - $59.7K
|
0
$0
|
|
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
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.7K+ 175.15% |
$206K - $218K
|
2.67K
$316K
|
|
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
|
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
|
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
$18.6K
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
BUY
|
- |
136New |
$16.5K - $17.4K
|
136
$16.1K
|
|
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
$4.26K
|
|
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
$7.77M
|
|
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
$3.08K
|