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 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-13.6K- 2.84% |
$1.56M - $1.64M
|
466K
$53.6M
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
2.62K+ 104.34% |
$301K - $315K
|
5.13K
$591K
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.33K- 2.06% |
$152K - $160K
|
63.2K
$7.27M
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
2.16K+ 2.59% |
$247K - $259K
|
85.4K
$9.83M
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
45.1K+ 64.28% |
$5.18M - $5.43M
|
115K
$13.3M
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-905- 15.89% |
$104K - $109K
|
4.79K
$551K
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
633+ 0.88% |
$72.6K - $76.1K
|
72.8K
$8.37M
|
|
Nov 04, 2024
Q3 2024
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-2.74K- 15.71% |
$314K - $329K
|
14.7K
$1.69M
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
38.8K+ 6.63% |
$4.46M - $4.67M
|
625K
$71.9M
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
888+ 4.01% |
$102K - $107K
|
23K
$2.65M
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
57+ 2.56% |
$6.54K - $6.85K
|
2.28K
$263K
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
49+ 0.12% |
$5.62K - $5.89K
|
41.2K
$4.74M
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-33.7K- 39.01% |
$3.87M - $4.06M
|
52.7K
$6.07M
|
|
Nov 04, 2024
Q3 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-100- 1.52% |
$11.5K - $12K
|
6.5K
$748K
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-959- 11.74% |
$110K - $115K
|
7.21K
$830K
|
|
Nov 04, 2024
Q3 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-1.9K- 0.62% |
$218K - $228K
|
303K
$34.9M
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
24.6K+ 69.69% |
$2.83M - $2.96M
|
60K
$6.9M
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
5.71K+ 5.09% |
$655K - $686K
|
118K
$13.6M
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
19.9KNew |
$2.29M - $2.4M
|
19.9K
$2.29M
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
73+ 1.75% |
$8.38K - $8.78K
|
4.25K
$489K
|
|
Nov 04, 2024
Q3 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
588+ 32.61% |
$67.5K - $70.7K
|
2.39K
$275K
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-95- 1.81% |
$10.9K - $11.4K
|
5.16K
$594K
|
|
Nov 01, 2024
Q3 2024
|
Mirabaud & Cie Sa
Geneva, V8 |
BUY
|
- |
1.71K+ 1.49% |
$197K - $206K
|
117K
$13.4M
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
12.1K+ 8.87% |
$1.39M - $1.46M
|
149K
$17.1M
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-11.4K- 11.01% |
$1.31M - $1.38M
|
92.5K
$10.6M
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
20.3K+ 10.15% |
$2.33M - $2.44M
|
220K
$25.4M
|
|
Nov 01, 2024
Q3 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
2.47KNew |
$283K - $296K
|
2.47K
$284K
|
|
Nov 01, 2024
Q3 2024
|
United Bank
|
SELL
|
- |
-80- 4.33% |
$9.18K - $9.62K
|
1.77K
$203K
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.35K+ 1.97% |
$154K - $162K
|
69.7K
$8.02M
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-285K- 12.75% |
$32.7M - $34.3M
|
1.95M
$224M
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
311+ 10.51% |
$35.7K - $37.4K
|
3.27K
$376K
|
|
Oct 31, 2024
Q3 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-145- 0.32% |
$16.6K - $17.4K
|
44.8K
$5.16M
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
14.2KNew |
$1.63M - $1.7M
|
14.2K
$1.63M
|
|
Oct 31, 2024
Q3 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-28.2K- 27.87% |
$3.24M - $3.39M
|
73K
$8.4M
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
3.47K+ 10.23% |
$398K - $417K
|
37.3K
$4.3M
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
2.33K+ 1.36% |
$268K - $280K
|
174K
$20M
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
4.03KNew |
$463K - $485K
|
4.03K
$464K
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
BUY
|
- |
91+ 2.89% |
$10.4K - $10.9K
|
3.24K
$373K
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-14.5K- 3.66% |
$1.66M - $1.74M
|
382K
$44M
|
|
Oct 31, 2024
Q3 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-4.78K- 2.36% |
$549K - $575K
|
198K
$22.8M
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-4.3K- 5.19% |
$493K - $517K
|
78.5K
$9.04M
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1.7KNew |
$195K - $205K
|
1.7K
$196K
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
152+ 3.46% |
$17.4K - $18.3K
|
4.55K
$524K
|
|
Oct 31, 2024
Q3 2024
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-598- 1.04% |
$68.6K - $71.9K
|
56.7K
$6.52M
|
|
Oct 31, 2024
Q3 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-19- 0.57% |
$2.18K - $2.28K
|
3.33K
$383K
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-3.21K- 17.18% |
$368K - $386K
|
15.5K
$1.78M
|
|
Oct 31, 2024
Q3 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-1.12K- 21.64% |
$128K - $134K
|
4.04K
$465K
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-4.21K- 48.58% |
$483K - $506K
|
4.46K
$513K
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
14K+ 14.23% |
$1.61M - $1.69M
|
113K
$13M
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
11.8KNew |
$1.35M - $1.42M
|
11.8K
$1.36M
|