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 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
40New |
$4.68K - $4.78K
|
40
$4.79K
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
45.1K+ 26.61% |
$5.28M - $5.39M
|
215K
$25.7M
|
|
Jul 31, 2025
Q2 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-1.71K- 4.37% |
$200K - $204K
|
37.5K
$4.49M
|
|
Jul 31, 2025
Q2 2025
|
Ssa Swiss Advisors Ag
Zurich, |
SELL
|
- |
-416- 16.19% |
$48.6K - $49.7K
|
2.15K
$258K
|
|
Jul 31, 2025
Q2 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
49.2KNew |
$5.75M - $5.88M
|
49.2K
$5.9M
|
|
Jul 31, 2025
Q2 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-30- 0.74% |
$3.51K - $3.58K
|
4K
$479K
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-101- 0.1% |
$11.8K - $12.1K
|
100K
$12M
|
|
Jul 31, 2025
Q2 2025
|
Cabot Wealth Management Inc
|
SELL
|
- |
-25.9K- 10.29% |
$3.02M - $3.09M
|
225K
$27M
|
|
Jul 31, 2025
Q2 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-294- 7.14% |
$34.4K - $35.1K
|
3.83K
$459K
|
|
Jul 31, 2025
Q2 2025
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
9+ 0.26% |
$1.05K - $1.07K
|
3.5K
$420K
|
|
Jul 31, 2025
Q2 2025
|
Brian Low Financial Group, LLC
Baton Rouge, LA |
BUY
|
- |
15.3KNew |
$1.79M - $1.82M
|
15.3K
$1.83M
|
|
Jul 31, 2025
Q2 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-65- 0.32% |
$7.6K - $7.76K
|
20.5K
$2.46M
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-29- 0.6% |
$3.39K - $3.46K
|
4.77K
$571K
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-45.4K- 25.06% |
$5.3M - $5.42M
|
136K
$16.3M
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
20KNew |
$2.33M - $2.38M
|
20K
$2.39M
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-54- 0.3% |
$6.31K - $6.45K
|
18.2K
$2.18M
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
746+ 6.44% |
$87.2K - $89.1K
|
12.3K
$1.48M
|
|
Jul 31, 2025
Q2 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
474+ 6.44% |
$55.4K - $56.6K
|
7.83K
$939K
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-383K- 10.21% |
$44.8M - $45.7M
|
3.36M
$403M
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-206- 2.72% |
$24.1K - $24.6K
|
7.37K
$883K
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
SELL
|
- |
-18- 0.1% |
$2.1K - $2.15K
|
17.9K
$2.14M
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
220+ 58.36% |
$25.7K - $26.3K
|
597
$71.5K
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
SELL
|
- |
-393- 9.51% |
$46K - $46.9K
|
3.74K
$448K
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-311- 2.1% |
$36.4K - $37.1K
|
14.5K
$1.74M
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-6.54K- 13.52% |
$764K - $781K
|
41.8K
$5.01M
|
|
Jul 30, 2025
Q2 2025
|
Bts Asset Management, Inc.
|
BUY
|
- |
3.8KNew |
$445K - $454K
|
3.8K
$456K
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-2.34K- 18.48% |
$274K - $280K
|
10.3K
$1.24M
|
|
Jul 30, 2025
Q2 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-5.28K- 31.65% |
$618K - $631K
|
11.4K
$1.37M
|
|
Jul 30, 2025
Q2 2025
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-170- 0.12% |
$19.9K - $20.3K
|
144K
$17.3M
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
46+ 1.52% |
$5.38K - $5.49K
|
3.07K
$367K
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-558- 1.09% |
$65.2K - $66.6K
|
50.7K
$6.08M
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-2.39K- 45.74% |
$280K - $286K
|
2.84K
$340K
|
|
Jul 30, 2025
Q2 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
2.42KNew |
$283K - $289K
|
2.42K
$290K
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.29K- 28.61% |
$151K - $154K
|
3.22K
$386K
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
216New |
$25.3K - $25.8K
|
216
$25.9K
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-560- 3.84% |
$65.5K - $66.9K
|
14K
$1.68M
|
|
Jul 30, 2025
Q2 2025
|
Arrien Investments, Inc.
Boise, ID |
BUY
|
- |
3.44KNew |
$402K - $411K
|
3.44K
$412K
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
515+ 13.03% |
$60.2K - $61.5K
|
4.47K
$535K
|
|
Jul 29, 2025
Q2 2025
|
Values First Advisors, Inc.
|
SELL
|
- |
-675- 1.58% |
$78.9K - $80.6K
|
42K
$5.04M
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.88K+ 10.64% |
$687K - $702K
|
61.1K
$7.32M
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-115K- 91.02% |
$13.5M - $13.8M
|
11.4K
$1.36M
|
|
Jul 29, 2025
Q2 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
1.89KNew |
$221K - $226K
|
1.89K
$227K
|
|
Jul 29, 2025
Q2 2025
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
55K+ 53.79% |
$6.43M - $6.57M
|
157K
$18.8M
|
|
Jul 29, 2025
Q2 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-1- 0.05% |
$117 - $119
|
1.86K
$223K
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
SELL
|
- |
-1.45K- 42.0% |
$170K - $173K
|
2K
$240K
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
731+ 34.73% |
$85.5K - $87.3K
|
2.84K
$340K
|
|
Jul 29, 2025
Q2 2025
|
Hoese & CO LLP
|
BUY
|
- |
2.3K+ 1.22% |
$269K - $274K
|
191K
$22.9M
|
|
Jul 29, 2025
Q2 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-78- 2.05% |
$9.12K - $9.31K
|
3.72K
$446K
|
|
Jul 29, 2025
Q2 2025
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-975- 4.36% |
$114K - $116K
|
21.4K
$2.56M
|
|
Jul 29, 2025
Q2 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-1.8K- 24.2% |
$210K - $215K
|
5.63K
$675K
|