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 |
---|---|---|---|---|---|---|---|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-30K- 69.41% |
$3.45M - $3.61M
|
13.2K
$1.53M
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-85- 2.3% |
$9.75K - $10.2K
|
3.61K
$417K
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.64K- 16.49% |
$303K - $317K
|
13.4K
$1.54M
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
215New |
$24.7K - $25.8K
|
215
$24.8K
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
109New |
$12.5K - $13.1K
|
109
$12.6K
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
818+ 9.11% |
$93.8K - $98.3K
|
9.8K
$1.13M
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-1.51K- 4.2% |
$173K - $181K
|
34.4K
$3.97M
|
|
Nov 12, 2024
Q3 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-1.96K- 0.79% |
$225K - $236K
|
247K
$28.5M
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
9.18K+ 300.03% |
$1.05M - $1.1M
|
12.2K
$1.41M
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
970+ 25.86% |
$111K - $117K
|
4.72K
$545K
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
4.74KNew |
$544K - $570K
|
4.74K
$547K
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-15- 0.82% |
$1.72K - $1.8K
|
1.82K
$209K
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
781+ 18.8% |
$89.6K - $93.9K
|
4.94K
$569K
|
|
Nov 12, 2024
Q3 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
23.3KNew |
$2.68M - $2.8M
|
23.3K
$2.69M
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-5- 1.81% |
$574 - $601
|
271
$31.3K
|
|
Nov 12, 2024
Q3 2024
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
54+ 0.16% |
$6.2K - $6.49K
|
33.3K
$3.84M
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-5.03K- 42.38% |
$577K - $605K
|
6.84K
$788K
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.04K+ 792.26% |
$693K - $726K
|
6.8K
$784K
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.2KNew |
$253K - $265K
|
2.2K
$254K
|
|
Nov 12, 2024
Q3 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
800+ 16.21% |
$91.8K - $96.2K
|
5.74K
$662K
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2.7KNew |
$310K - $325K
|
2.7K
$311K
|
|
Nov 12, 2024
Q3 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-12.7K- 73.85% |
$1.46M - $1.53M
|
4.49K
$518K
|
|
Nov 12, 2024
Q3 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-572- 2.43% |
$65.6K - $68.8K
|
23K
$2.65M
|
|
Nov 12, 2024
Q3 2024
|
First American Trust, Fsb
|
BUY
|
- |
19K+ 27.19% |
$2.18M - $2.29M
|
89K
$10.3M
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
1.47K+ 29.41% |
$169K - $177K
|
6.48K
$747K
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
SELL
|
- |
-113- 4.86% |
$13K - $13.6K
|
2.21K
$255K
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-150- 30.06% |
$17.2K - $18K
|
349
$40.3K
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
16.5K+ 34.07% |
$1.89M - $1.98M
|
64.9K
$7.49M
|
|
Nov 12, 2024
Q3 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
6.62K+ 54.93% |
$760K - $796K
|
18.7K
$2.15M
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-8.03K- 82.71% |
$922K - $966K
|
1.68K
$194K
|
|
Nov 12, 2024
Q3 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-1.84K- 8.53% |
$211K - $221K
|
19.7K
$2.27M
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
914+ 28.28% |
$105K - $110K
|
4.15K
$478K
|
|
Nov 12, 2024
Q3 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
108K+ 93.74% |
$12.4M - $13M
|
223K
$25.7M
|
|
Nov 08, 2024
Q3 2024
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-5.23K- 46.72% |
$599K - $628K
|
5.96K
$687K
|
|
Nov 08, 2024
Q3 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
10.4K+ 54.74% |
$1.2M - $1.25M
|
29.5K
$3.4M
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
12.8K+ 2.55% |
$1.46M - $1.53M
|
513K
$59.1M
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
578+ 55.47% |
$66.3K - $69.5K
|
1.62K
$187K
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
226K+ 2.41% |
$25.9M - $27.2M
|
9.62M
$1.11B
|
|
Nov 08, 2024
Q3 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-1.79K- 6.28% |
$205K - $215K
|
26.6K
$3.07M
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
3.16K+ 8.47% |
$363K - $380K
|
40.5K
$4.67M
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
70+ 2.75% |
$8.03K - $8.42K
|
2.61K
$301K
|
|
Nov 08, 2024
Q3 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
3.18K+ 47.94% |
$365K - $382K
|
9.82K
$1.13M
|
|
Nov 08, 2024
Q3 2024
|
Becker Capital Management Inc
|
BUY
|
- |
24.3K+ 234.05% |
$2.79M - $2.93M
|
34.7K
$4.01M
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
372New |
$42.7K - $44.7K
|
372
$42.9K
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.78K+ 2.07% |
$319K - $334K
|
137K
$15.8M
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-5.67K- 51.72% |
$650K - $681K
|
5.29K
$610K
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
2.81K+ 14.18% |
$322K - $337K
|
22.6K
$2.61M
|
|
Nov 08, 2024
Q3 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
2.97KNew |
$341K - $357K
|
2.97K
$343K
|
|
Nov 08, 2024
Q3 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
85K+ 33.59% |
$9.75M - $10.2M
|
338K
$39M
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-3.36K- 1.11% |
$386K - $404K
|
299K
$34.5M
|