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 13, 2025
Q1 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-20- 16.39% |
$2.29K - $2.36K
|
102
$12.1K
|
|
|
May 13, 2025
Q1 2025
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
143KNew |
$16.4M - $17M
|
143K
$17M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-77- 43.75% |
$8.82K - $9.1K
|
99
$11.7K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
230K+ 12.48% |
$26.4M - $27.2M
|
2.08M
$246M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
CALL |
-43.5K- 14.5% |
$4.98M - $5.14M
|
257K
$30.4M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
71.4KNew |
$8.18M - $8.43M
|
71.4K
$8.45M
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
2.02KNew |
$231K - $239K
|
2.02K
$239K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-89- 1.06% |
$10.2K - $10.5K
|
8.28K
$980K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-260- 0.19% |
$29.8K - $30.7K
|
139K
$16.4M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.85K+ 20.23% |
$212K - $219K
|
11K
$1.3M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-19.6K- 30.06% |
$2.25M - $2.32M
|
45.7K
$5.4M
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
5+ 0.91% |
$573 - $591
|
554
$65.6K
|
|
|
May 13, 2025
Q1 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-5.71K- 25.15% |
$654K - $674K
|
17K
$2.01M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-104K- 34.65% |
$11.9M - $12.3M
|
196K
$23.2M
|
|
|
May 13, 2025
Q1 2025
|
Adams Wealth Management
|
SELL
|
- |
-220- 7.81% |
$25.2K - $26K
|
2.6K
$307K
|
|
|
May 13, 2025
Q1 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
4.89K+ 11.55% |
$561K - $578K
|
47.3K
$5.6M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.65K+ 47.67% |
$761K - $785K
|
20.6K
$2.44M
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
521+ 21.59% |
$59.7K - $61.6K
|
2.93K
$347K
|
|
|
May 13, 2025
Q1 2025
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-21.9K- 92.2% |
$2.51M - $2.58M
|
1.85K
$219K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.07K+ 6.74% |
$466K - $481K
|
64.5K
$7.64M
|
|
|
May 13, 2025
Q1 2025
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-39K- 66.1% |
$4.47M - $4.61M
|
20K
$2.37M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-40.1K- 69.77% |
$4.59M - $4.73M
|
17.4K
$2.05M
|
|
|
May 13, 2025
Q1 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
5.4K+ 77.68% |
$618K - $637K
|
12.3K
$1.46M
|
|
|
May 13, 2025
Q1 2025
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-12.2K- 3.54% |
$1.4M - $1.44M
|
333K
$39.4M
|
|
|
May 13, 2025
Q1 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
16.5K+ 15.6% |
$1.89M - $1.95M
|
122K
$14.5M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-48.4K- 3.38% |
$5.54M - $5.71M
|
1.38M
$164M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
8.57K+ 84.49% |
$982K - $1.01M
|
18.7K
$2.22M
|
|
|
May 13, 2025
Q1 2025
|
Cambiar Investors LLC
|
BUY
|
- |
4.59KNew |
$525K - $542K
|
4.59K
$543K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-31.9K- 1.84% |
$3.65M - $3.77M
|
1.71M
$202M
|
|
|
May 13, 2025
Q1 2025
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
547+ 10.6% |
$62.7K - $64.6K
|
5.71K
$675K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-82.3K- 45.59% |
$9.43M - $9.72M
|
98.2K
$11.6M
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
6.61K+ 32.57% |
$757K - $780K
|
26.9K
$3.18M
|
|
|
May 13, 2025
Q1 2025
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-220- 7.81% |
$25.2K - $26K
|
2.6K
$307K
|
|
|
May 13, 2025
Q1 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-11.9K- 87.24% |
$1.36M - $1.41M
|
1.74K
$206K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
548New |
$62.8K - $64.7K
|
548
$64.9K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
38.5K+ 2.57% |
$4.41M - $4.54M
|
1.53M
$182M
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-77K- 65.64% |
$8.82M - $9.09M
|
40.3K
$4.77M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
36.3K+ 80.68% |
$4.16M - $4.29M
|
81.3K
$9.62M
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
8.47KNew |
$970K - $1M
|
8.47K
$1M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
21.2K+ 322.12% |
$2.43M - $2.51M
|
27.8K
$3.29M
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
3+ 0.48% |
$344 - $354
|
628
$74.3K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
681K+ 56.24% |
$78.1M - $80.5M
|
1.89M
$224M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.65M+ 15.79% |
$189M - $195M
|
12.1M
$1.43B
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-127K- 98.81% |
$14.5M - $15M
|
1.53K
$181K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
4.9KNew |
$562K - $579K
|
4.9K
$580K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-840- 9.94% |
$96.2K - $99.2K
|
7.61K
$901K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
11.7K+ 10.86% |
$1.34M - $1.38M
|
119K
$14.1M
|
|
|
May 12, 2025
Q1 2025
|
Horan Securities, Inc.
|
BUY
|
- |
409+ 4.78% |
$46.9K - $48.3K
|
8.96K
$1.06M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-25- 1.97% |
$2.86K - $2.95K
|
1.24K
$147K
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
2.92K+ 2.18% |
$335K - $345K
|
137K
$16.2M
|