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 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.23K- 39.39% |
$144K - $147K
|
1.89K
$227K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
128New |
$15K - $15.3K
|
128
$15.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
SELL
|
- |
-450- 11.99% |
$52.6K - $53.7K
|
3.3K
$396K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
85New |
$9.94K - $10.1K
|
85
$10.2K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-18.2K- 14.61% |
$2.13M - $2.18M
|
107K
$12.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
44+ 1.14% |
$5.14K - $5.25K
|
3.91K
$468K
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
299+ 3.64% |
$35K - $35.7K
|
8.52K
$1.02M
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
17.2K+ 132.61% |
$2.01M - $2.05M
|
30.1K
$3.61M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
32.4K+ 3.52% |
$3.79M - $3.87M
|
953K
$114M
|
|
|
Aug 05, 2025
Q2 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
3.07KNew |
$359K - $367K
|
3.07K
$368K
|
|
|
Aug 05, 2025
Q2 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
130+ 1.31% |
$15.2K - $15.5K
|
10.1K
$1.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
14.8K+ 2.65% |
$1.73M - $1.77M
|
575K
$68.9M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
352+ 51.61% |
$41.2K - $42K
|
1.03K
$124K
|
|
|
Aug 05, 2025
Q2 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
2.19K+ 13.01% |
$256K - $262K
|
19K
$2.28M
|
|
|
Aug 04, 2025
Q2 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
212New |
$24.8K - $25.3K
|
212
$25.4K
|
|
|
Aug 04, 2025
Q2 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
10K+ 184.52% |
$1.17M - $1.2M
|
15.5K
$1.85M
|
|
|
Aug 04, 2025
Q2 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
9.34K+ 62.67% |
$1.09M - $1.11M
|
24.2K
$2.91M
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
6+ 0.96% |
$702 - $716
|
634
$76K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-14.7K- 51.2% |
$1.72M - $1.75M
|
14K
$1.68M
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.5K- 13.97% |
$176K - $179K
|
9.25K
$1.11M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3.24K- 40.7% |
$379K - $387K
|
4.72K
$566K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-2.35K- 14.35% |
$274K - $280K
|
14K
$1.68M
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
182K+ 11921.37% |
$21.3M - $21.8M
|
184K
$22M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
250K+ 10.9% |
$29.3M - $29.9M
|
2.55M
$305M
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
BUY
|
- |
1.04K+ 0.27% |
$121K - $124K
|
383K
$45.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
3+ 0.17% |
$351 - $358
|
1.76K
$211K
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
2.04K+ 3.07% |
$239K - $244K
|
68.5K
$8.21M
|
|
|
Aug 04, 2025
Q2 2025
|
One Day In July LLC
|
SELL
|
- |
-2.86K- 11.25% |
$334K - $341K
|
22.5K
$2.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-4.63K- 6.39% |
$541K - $552K
|
67.7K
$8.12M
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
1.27K+ 3.18% |
$148K - $151K
|
41.2K
$4.93M
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
SELL
|
- |
-22- 0.05% |
$2.57K - $2.63K
|
46.8K
$5.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-600- 26.13% |
$70.2K - $71.6K
|
1.7K
$203K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
319+ 4.19% |
$37.3K - $38.1K
|
7.93K
$950K
|
|
|
Aug 04, 2025
Q2 2025
|
4 J Wealth Management LLC
|
SELL
|
- |
-214- 0.62% |
$25K - $25.5K
|
34.2K
$4.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
408+ 15.8% |
$47.7K - $48.7K
|
2.99K
$358K
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.92K+ 37.54% |
$342K - $349K
|
10.7K
$1.28M
|
|
|
Aug 04, 2025
Q2 2025
|
Rede Wealth, LLC
|
SELL
|
- |
-23- 0.46% |
$2.69K - $2.75K
|
4.94K
$592K
|
|
|
Aug 04, 2025
Q2 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-2.14K- 62.26% |
$250K - $255K
|
1.29K
$155K
|
|
|
Aug 04, 2025
Q2 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
SELL
|
- |
-186- 7.46% |
$21.7K - $22.2K
|
2.31K
$277K
|
|
|
Aug 01, 2025
Q2 2025
|
Banco Santander, S.A.
|
SELL
|
- |
-8.98K- 4.01% |
$1.05M - $1.07M
|
215K
$25.8M
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-4.64K- 10.69% |
$542K - $554K
|
38.7K
$4.64M
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-18- 0.72% |
$2.1K - $2.15K
|
2.47K
$296K
|
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
78.2K+ 11.06% |
$9.14M - $9.33M
|
785K
$94.1M
|
|
|
Aug 01, 2025
Q2 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
124+ 8.33% |
$14.5K - $14.8K
|
1.61K
$193K
|
|
|
Aug 01, 2025
Q2 2025
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
6.7K+ 31.16% |
$783K - $800K
|
28.2K
$3.38M
|
|
|
Aug 01, 2025
Q2 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-62- 2.07% |
$7.25K - $7.4K
|
2.94K
$352K
|
|
|
Aug 01, 2025
Q2 2025
|
James Investment Research Inc
|
SELL
|
- |
-2.54K- 4.12% |
$297K - $303K
|
59.2K
$7.09M
|
|
|
Aug 01, 2025
Q2 2025
|
Unconventional Investor, LLC
|
SELL
|
- |
-55- 1.97% |
$6.43K - $6.57K
|
2.74K
$328K
|
|
|
Aug 01, 2025
Q2 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
200New |
$23.4K - $23.9K
|
200
$24K
|
|
|
Aug 01, 2025
Q2 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-2.12K- 20.79% |
$248K - $253K
|
8.09K
$970K
|