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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.63K+ 3.24% |
$308K - $314K
|
83.9K
$10.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
425New |
$49.7K - $50.7K
|
425
$50.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
101K+ 18.44% |
$11.8M - $12M
|
646K
$77.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
172K+ 312.2% |
$20.1M - $20.6M
|
227K
$27.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-105K- 6.83% |
$12.3M - $12.6M
|
1.44M
$172M
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
420+ 5.36% |
$49.1K - $50.1K
|
8.26K
$989K
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
5.01K+ 4.42% |
$586K - $598K
|
118K
$14.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.54K+ 24.12% |
$648K - $662K
|
28.5K
$3.42M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-592- 25.96% |
$69.2K - $70.7K
|
1.69K
$202K
|
|
|
Aug 07, 2025
Q2 2025
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-224K- 49.36% |
$26.2M - $26.7M
|
230K
$27.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
4.19KNew |
$489K - $500K
|
4.19K
$502K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
13.9K+ 18.67% |
$1.63M - $1.66M
|
88.5K
$10.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
236+ 1.96% |
$27.6K - $28.2K
|
12.3K
$1.47M
|
|
|
Aug 07, 2025
Q2 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
3.87K+ 6.46% |
$453K - $462K
|
63.9K
$7.65M
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
455+ 1.29% |
$53.2K - $54.3K
|
35.7K
$4.27M
|
|
|
Aug 07, 2025
Q2 2025
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-504- 9.9% |
$58.9K - $60.2K
|
4.59K
$549K
|
|
|
Aug 07, 2025
Q2 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-17- 2.08% |
$1.99K - $2.03K
|
799
$95.8K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.79K+ 1.67% |
$560K - $572K
|
292K
$35M
|
|
|
Aug 07, 2025
Q2 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
21+ 84.0% |
$2.46K - $2.51K
|
46
$5.51K
|
|
|
Aug 07, 2025
Q2 2025
|
Latko Wealth Management, Ltd.
Frankfort, IL |
SELL
|
- |
-5.13K- 9.33% |
$600K - $613K
|
49.9K
$5.98M
|
|
|
Aug 07, 2025
Q2 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
5.58KNew |
$653K - $666K
|
5.58K
$669K
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-213- 20.44% |
$24.9K - $25.4K
|
829
$99.3K
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-378- 3.13% |
$44.2K - $45.1K
|
11.7K
$1.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
7.96K+ 29.59% |
$930K - $950K
|
34.8K
$4.18M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
3.57K+ 26.82% |
$418K - $427K
|
16.9K
$2.02M
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-21- 0.29% |
$2.46K - $2.51K
|
7.23K
$867K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
49New |
$5.73K - $5.85K
|
49
$5.87K
|
|
|
Aug 06, 2025
Q2 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-6.13K- 2.96% |
$717K - $732K
|
201K
$24.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
SELL
|
- |
-703- 7.84% |
$82.2K - $83.9K
|
8.26K
$990K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
30+ 1.38% |
$3.51K - $3.58K
|
2.21K
$264K
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-1K- 16.3% |
$117K - $119K
|
5.14K
$615K
|
|
|
Aug 06, 2025
Q2 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
4.35K+ 1.31% |
$509K - $519K
|
337K
$40.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-93- 0.03% |
$10.9K - $11.1K
|
298K
$35.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-101- 5.31% |
$11.8K - $12.1K
|
1.8K
$216K
|
|
|
Aug 06, 2025
Q2 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-48- 1.77% |
$5.61K - $5.73K
|
2.66K
$319K
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-41- 1.03% |
$4.79K - $4.89K
|
3.96K
$474K
|
|
|
Aug 06, 2025
Q2 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
6.84K+ 37.73% |
$800K - $817K
|
25K
$2.99M
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-2.81K- 16.91% |
$328K - $335K
|
13.8K
$1.65M
|
|
|
Aug 06, 2025
Q2 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
SELL
|
- |
-141- 0.44% |
$16.5K - $16.8K
|
31.9K
$3.83M
|
|
|
Aug 06, 2025
Q2 2025
|
ETF Store, Inc.
|
SELL
|
- |
-492- 2.0% |
$57.5K - $58.7K
|
24.1K
$2.89M
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
SELL
|
- |
-48.9K- 24.97% |
$5.71M - $5.83M
|
147K
$17.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
1.42K+ 1.77% |
$166K - $170K
|
81.6K
$9.78M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.48K- 6.09% |
$406K - $415K
|
53.6K
$6.43M
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.25KNew |
$380K - $388K
|
3.25K
$389K
|
|
|
Aug 06, 2025
Q2 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
97+ 5.18% |
$11.3K - $11.6K
|
1.97K
$236K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-15.6K- 9.19% |
$1.82M - $1.86M
|
154K
$18.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Cambiar Investors LLC
|
SELL
|
- |
-447- 9.75% |
$52.3K - $53.4K
|
4.14K
$496K
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
32.8K+ 1603.27% |
$3.84M - $3.92M
|
34.9K
$4.18M
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-86- 44.1% |
$10.1K - $10.3K
|
109
$13.1K
|
|
|
Aug 05, 2025
Q2 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-4.34K- 1.59% |
$507K - $518K
|
269K
$32.2M
|