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 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.38K+ 9.97% |
$272K - $281K
|
26.2K
$3.1M
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-3.14K- 56.18% |
$359K - $370K
|
2.45K
$289K
|
|
May 08, 2025
Q1 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
2.57KNew |
$294K - $304K
|
2.57K
$304K
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
BUY
|
- |
10.1K+ 17.16% |
$1.16M - $1.19M
|
69K
$8.17M
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
80+ 4.39% |
$9.17K - $9.45K
|
1.9K
$225K
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
8.79KNew |
$1.01M - $1.04M
|
8.79K
$1.04M
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
10.1KNew |
$1.15M - $1.19M
|
10.1K
$1.19M
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-16.6K- 44.28% |
$1.91M - $1.96M
|
20.9K
$2.48M
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
1.97KNew |
$226K - $233K
|
1.97K
$233K
|
|
May 08, 2025
Q1 2025
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-3.37K- 9.27% |
$386K - $398K
|
33K
$3.9M
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
2.52KNew |
$289K - $298K
|
2.52K
$299K
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.05K+ 18.23% |
$120K - $124K
|
6.8K
$805K
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
43+ 2.11% |
$4.93K - $5.08K
|
2.08K
$246K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.92K- 3.53% |
$219K - $226K
|
52.3K
$6.2M
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
32+ 0.42% |
$3.67K - $3.78K
|
7.61K
$901K
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
2.61K+ 4.61% |
$298K - $308K
|
59.1K
$7M
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-23.5K- 10.05% |
$2.69M - $2.78M
|
210K
$24.9M
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-336- 60.98% |
$38.5K - $39.7K
|
215
$25.4K
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.77K+ 17.19% |
$203K - $209K
|
12.1K
$1.43M
|
|
May 07, 2025
Q1 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-460- 12.5% |
$52.7K - $54.3K
|
3.22K
$381K
|
|
May 07, 2025
Q1 2025
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-305- 1.35% |
$34.9K - $36K
|
22.3K
$2.64M
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-74- 2.66% |
$8.48K - $8.74K
|
2.71K
$321K
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-182- 9.4% |
$20.9K - $21.5K
|
1.76K
$208K
|
|
May 07, 2025
Q1 2025
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
2.43KNew |
$278K - $287K
|
2.43K
$287K
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
40.1K+ 6.02% |
$4.6M - $4.74M
|
707K
$83.7M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
144K+ 8.25% |
$16.5M - $17M
|
1.89M
$224M
|
|
May 07, 2025
Q1 2025
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-2.78K- 29.64% |
$318K - $328K
|
6.59K
$780K
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
16.8K+ 317.76% |
$1.92M - $1.98M
|
22.1K
$2.61M
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
2+ 0.54% |
$229 - $236
|
372
$44K
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
2.42K+ 7.36% |
$277K - $285K
|
35.2K
$4.17M
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
5.71KNew |
$655K - $675K
|
5.71K
$676K
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-780- 10.47% |
$89.4K - $92.1K
|
6.67K
$789K
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
221K+ 11.5% |
$25.3M - $26.1M
|
2.14M
$254M
|
|
May 06, 2025
Q1 2025
|
Kdk Private Wealth Management, LLC
Houston, TX |
SELL
|
- |
-59- 3.05% |
$6.76K - $6.97K
|
1.88K
$222K
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-96.1K- 40.07% |
$11M - $11.4M
|
144K
$17M
|
|
May 06, 2025
Q1 2025
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-21.1K- 26.68% |
$2.42M - $2.5M
|
58.1K
$6.88M
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
15.7K+ 10.19% |
$1.8M - $1.85M
|
170K
$20.1M
|
|
May 06, 2025
Q1 2025
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-450- 4.34% |
$51.6K - $53.2K
|
9.92K
$1.17M
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
172+ 2.43% |
$19.7K - $20.3K
|
7.26K
$859K
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-92- 1.19% |
$10.5K - $10.9K
|
7.65K
$906K
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
30+ 0.67% |
$3.44K - $3.54K
|
4.51K
$534K
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
2.39K+ 6.36% |
$274K - $282K
|
39.9K
$4.72M
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
36+ 1.59% |
$4.12K - $4.25K
|
2.3K
$272K
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
914+ 1.14% |
$105K - $108K
|
81.3K
$9.62M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
167K+ 44.27% |
$19.2M - $19.8M
|
545K
$64.5M
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-804- 13.33% |
$92.1K - $95K
|
5.23K
$619K
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.72K+ 13.71% |
$999K - $1.03M
|
72.4K
$8.56M
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
149K+ 6.93% |
$17M - $17.6M
|
2.3M
$272M
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-138K- 63.87% |
$15.8M - $16.3M
|
77.8K
$9.21M
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
8.6K+ 8.92% |
$985K - $1.02M
|
105K
$12.4M
|