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 26, 2021
Q1 2021
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-11- 37.93% |
$1.43K - $1.46K
|
18
$2.08K
|
|
|
Apr 23, 2021
Q1 2021
|
F3 Logic, LLC
|
SELL
|
- |
-1.56KClosed |
$202K - $207K
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
United Bank
Vienna, VA |
SELL
|
- |
-12.1KClosed |
$1.57M - $1.61M
|
0
$0
|
|
|
Apr 13, 2021
Q1 2021
|
Norway Savings Bank
|
SELL
|
- |
-279Closed |
$36.2K - $37.1K
|
0
$0
|
|
|
Apr 13, 2021
Q1 2021
|
Freestate Advisors LLC
Overland Park, KS |
SELL
|
- |
-22.8KClosed |
$2.97M - $3.04M
|
0
$0
|
|
|
Apr 09, 2021
Q1 2021
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-20- 83.33% |
$2.6K - $2.66K
|
4
$461
|
|
|
Apr 08, 2021
Q1 2021
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-82.8KClosed |
$10.8M - $11M
|
0
$0
|
|
| Q4 2020 | |||||||
|
May 15, 2024
Q4 2020
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-704- 99.72% |
$93.2K - $94K
|
2
$231
|
|
|
Feb 16, 2021
Q4 2020
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-1.53KClosed |
$203K - $204K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-39.8KClosed |
$5.27M - $5.32M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
2.36KNew |
$312K - $315K
|
2.36K
$272K
|
|
|
Feb 09, 2021
Q4 2020
|
Cadence Bank Na
|
SELL
|
- |
-2.02KClosed |
$267K - $269K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
D.B. Root & Company, LLC
|
SELL
|
- |
-1.69KClosed |
$223K - $225K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-3.12KClosed |
$413K - $416K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-5.07KClosed |
$672K - $677K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
36New |
$4.77K - $4.81K
|
36
$4.15K
|
|
|
Feb 02, 2021
Q4 2020
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-16Closed |
$2.12K - $2.14K
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-408Closed |
$54K - $54.5K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Sonata Capital Group Inc
|
SELL
|
- |
-1.5KClosed |
$199K - $200K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-604Closed |
$80K - $80.6K
|
0
$0
|
|
|
Jan 20, 2021
Q4 2020
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-9.41KClosed |
$1.25M - $1.26M
|
0
$0
|
|
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
15.5KNew |
$2.05M - $2.07M
|
15.5K
$1.79M
|
|
|
Jan 12, 2021
Q4 2020
|
Clarus Wealth Advisors
|
SELL
|
- |
-4.72KClosed |
$625K - $630K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Mar 11, 2024
Q3 2020
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-2.59KClosed |
$345K - $347K
|
0
$0
|
|
|
Dec 07, 2020
Q3 2020
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-10KClosed |
$1.34M - $1.35M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Caprin Asset Management LLC
Henrico, VA |
SELL
|
- |
-219Closed |
$29.2K - $29.4K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-2.76KClosed |
$368K - $370K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-38KClosed |
$5.07M - $5.1M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Mainstay Capital Management LLC
|
SELL
|
- |
-2.17KClosed |
$289K - $290K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-1.06KClosed |
$142K - $142K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-557Closed |
$74.3K - $74.7K
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-3.3KClosed |
$440K - $443K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-1.65KClosed |
$220K - $221K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Oakworth Capital, Inc.
|
SELL
|
- |
-94Closed |
$12.5K - $12.6K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Bell Bank
|
SELL
|
- |
-10.8KClosed |
$1.44M - $1.45M
|
0
$0
|
|
|
Nov 04, 2020
Q3 2020
|
Friedenthal Financial
|
SELL
|
- |
-64.5KClosed |
$8.6M - $8.64M
|
0
$0
|
|
|
Oct 27, 2020
Q3 2020
|
Fulcrum Equity Management
|
SELL
|
- |
-1.97KClosed |
$263K - $264K
|
0
$0
|
|
|
Oct 26, 2020
Q3 2020
|
Empowered Funds, LLC
|
SELL
|
- |
-5.69KClosed |
$759K - $763K
|
0
$0
|
|
|
Oct 22, 2020
Q3 2020
|
Ballast Advisors LLC
|
BUY
|
- |
373New |
$49.7K - $50K
|
373
$43K
|
|
|
Oct 19, 2020
Q3 2020
|
Security National Bank
|
SELL
|
- |
-2.25KClosed |
$300K - $301K
|
0
$0
|
|
|
Oct 09, 2020
Q3 2020
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-639Closed |
$85.2K - $85.7K
|
0
$0
|
|
|
Oct 08, 2020
Q3 2020
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-125Closed |
$16.7K - $16.8K
|
0
$0
|
|
|
Oct 08, 2020
Q3 2020
|
Enterprise Trust & Investment CO
|
SELL
|
- |
-13Closed |
$1.73K - $1.74K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 28, 2023
Q2 2020
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
3.57KNew |
$473K - $477K
|
3.57K
$411K
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
16.6K+ 73.66% |
$2.19M - $2.21M
|
39K
$4.5M
|
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-203Closed |
$26.9K - $27.1K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-3.66KClosed |
$486K - $490K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-360Closed |
$47.7K - $48.1K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Lee Capital Holdings LLC
New York, NY |
SELL
|
- |
-2.92KClosed |
$386K - $390K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-103Closed |
$13.7K - $13.8K
|
0
$0
|
|