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 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-477- 3.8% |
$54.6K - $56.4K
|
12.1K
$1.43M
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.13K- 2.55% |
$129K - $133K
|
43.1K
$5.1M
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-24.1K- 20.48% |
$2.77M - $2.85M
|
93.7K
$11.1M
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
1.18K+ 2.58% |
$135K - $139K
|
46.8K
$5.54M
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
19.8K+ 3.67% |
$2.27M - $2.34M
|
560K
$66.3M
|
|
May 05, 2025
Q1 2025
|
ETF Store, Inc.
|
SELL
|
- |
-1.54K- 5.9% |
$177K - $182K
|
24.6K
$2.92M
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-249K- 99.67% |
$28.6M - $29.5M
|
822
$97.3K
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
21K+ 39.08% |
$2.4M - $2.48M
|
74.6K
$8.83M
|
|
May 05, 2025
Q1 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
1.26K+ 2.54% |
$145K - $149K
|
51K
$6.04M
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-2.55K- 23.69% |
$292K - $301K
|
8.22K
$973K
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.77K+ 18.1% |
$431K - $445K
|
24.6K
$2.91M
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.93K+ 6.8% |
$222K - $228K
|
30.4K
$3.59M
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
2.99K+ 121.94% |
$342K - $353K
|
5.43K
$643K
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
677+ 185.48% |
$77.6K - $80K
|
1.04K
$123K
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
51New |
$5.84K - $6.03K
|
51
$6.04K
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
23.6K+ 18.07% |
$2.7M - $2.79M
|
154K
$18.3M
|
|
May 05, 2025
Q1 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
SELL
|
- |
-40- 0.32% |
$4.58K - $4.73K
|
12.4K
$1.47M
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
1.29K+ 5.45% |
$148K - $153K
|
25K
$2.96M
|
|
May 05, 2025
Q1 2025
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-49- 1.47% |
$5.61K - $5.79K
|
3.28K
$388K
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-162- 0.9% |
$18.6K - $19.1K
|
17.9K
$2.12M
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
33New |
$3.78K - $3.9K
|
33
$3.91K
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-544- 4.49% |
$62.3K - $64.3K
|
11.6K
$1.37M
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
294+ 354.22% |
$33.7K - $34.7K
|
377
$44.6K
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
8.17K+ 16.15% |
$936K - $965K
|
58.8K
$6.96M
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-526- 0.12% |
$60.3K - $62.1K
|
438K
$51.8M
|
|
May 02, 2025
Q1 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
163+ 7.35% |
$18.7K - $19.3K
|
2.38K
$282K
|
|
May 02, 2025
Q1 2025
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
3.49KNew |
$400K - $413K
|
3.49K
$413K
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
BUY
|
- |
400+ 0.65% |
$45.8K - $47.3K
|
61.7K
$7.3M
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-2.53K- 13.24% |
$290K - $299K
|
16.6K
$1.97M
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
273KNew |
$31.3M - $32.2M
|
273K
$32.3M
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
20.1K+ 1516.49% |
$2.31M - $2.38M
|
21.5K
$2.54M
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
9.29K+ 67.77% |
$1.06M - $1.1M
|
23K
$2.72M
|
|
May 02, 2025
Q1 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
SELL
|
- |
-65- 2.54% |
$7.45K - $7.68K
|
2.49K
$295K
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
4.12KNew |
$471K - $486K
|
4.12K
$487K
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
7.95K+ 18.8% |
$911K - $940K
|
50.3K
$5.95M
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-4- 11.11% |
$458 - $473
|
32
$3.79K
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.88KNew |
$330K - $340K
|
2.88K
$341K
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-1.17K- 5.94% |
$134K - $138K
|
18.6K
$2.2M
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
196New |
$22.5K - $23.2K
|
196
$23.2K
|
|
May 01, 2025
Q1 2025
|
Dock Street Asset Management Inc
|
SELL
|
- |
-3.92K- 8.52% |
$449K - $463K
|
42K
$4.97M
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-3.77K- 4.96% |
$432K - $445K
|
72.3K
$8.56M
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
74New |
$8.48K - $8.74K
|
74
$8.76K
|
|
May 01, 2025
Q1 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
85.2KNew |
$9.77M - $10.1M
|
85.2K
$10.1M
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
77+ 3.99% |
$8.82K - $9.1K
|
2.01K
$238K
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
57+ 1.86% |
$6.53K - $6.73K
|
3.13K
$370K
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-191- 3.52% |
$21.9K - $22.6K
|
5.24K
$620K
|
|
May 01, 2025
Q1 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
34.1KNew |
$3.91M - $4.03M
|
34.1K
$4.04M
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
8.62K+ 8.28% |
$987K - $1.02M
|
113K
$13.3M
|
|
Apr 30, 2025
Q1 2025
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-1.65K- 29.91% |
$189K - $195K
|
3.86K
$457K
|
|
Apr 30, 2025
Q1 2025
|
Bank Hapoalim Bm
|
BUY
|
- |
919+ 7.52% |
$105K - $109K
|
13.1K
$1.55M
|