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 |
---|---|---|---|---|---|---|---|
Jul 29, 2025
Q2 2025
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
BUY
|
- |
34.6KNew |
$4.04M - $4.13M
|
34.6K
$4.14M
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
SELL
|
- |
-2.87K- 11.6% |
$336K - $343K
|
21.9K
$2.62M
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-1.34K- 7.22% |
$157K - $160K
|
17.2K
$2.07M
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
BUY
|
- |
3.1KNew |
$362K - $370K
|
3.1K
$371K
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-774- 12.72% |
$90.5K - $92.4K
|
5.31K
$637K
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
780+ 1.43% |
$91.2K - $93.1K
|
55.4K
$6.63M
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-555- 10.3% |
$64.9K - $66.3K
|
4.83K
$579K
|
|
Jul 28, 2025
Q2 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
2.63KNew |
$307K - $313K
|
2.63K
$315K
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.96K- 49.42% |
$346K - $353K
|
3.03K
$363K
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
BUY
|
- |
49.6K+ 55.39% |
$5.8M - $5.92M
|
139K
$16.7M
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
241K+ 99.48% |
$28.2M - $28.7M
|
483K
$57.9M
|
|
Jul 28, 2025
Q2 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
17.7KNew |
$2.08M - $2.12M
|
17.7K
$2.13M
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
30.9K+ 68.42% |
$3.61M - $3.68M
|
75.9K
$9.1M
|
|
Jul 28, 2025
Q2 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-424- 1.86% |
$49.6K - $50.6K
|
22.4K
$2.68M
|
|
Jul 28, 2025
Q2 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
1.12K+ 52.95% |
$131K - $134K
|
3.24K
$389K
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.34K- 4.46% |
$273K - $279K
|
50K
$5.99M
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-75- 8.11% |
$8.77K - $8.95K
|
850
$102K
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-68- 38.64% |
$7.95K - $8.12K
|
108
$12.9K
|
|
Jul 28, 2025
Q2 2025
|
Dock Street Asset Management Inc
|
SELL
|
- |
-4.38K- 10.42% |
$512K - $523K
|
37.7K
$4.51M
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
699+ 13.57% |
$81.7K - $83.5K
|
5.85K
$701K
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
28+ 26.67% |
$3.27K - $3.34K
|
133
$15.9K
|
|
Jul 28, 2025
Q2 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
46.1K+ 29.9% |
$5.39M - $5.5M
|
200K
$24M
|
|
Jul 28, 2025
Q2 2025
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-43- 2.06% |
$5.03K - $5.13K
|
2.04K
$245K
|
|
Jul 28, 2025
Q2 2025
|
Semitam Bonam LLC
Goshen, NY |
BUY
|
- |
38.5KNew |
$4.5M - $4.59M
|
38.5K
$4.61M
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
38.2K+ 342.05% |
$4.47M - $4.56M
|
49.4K
$5.92M
|
|
Jul 25, 2025
Q2 2025
|
Summa Corp.
Tomball, TX |
BUY
|
- |
1.42K+ 22.34% |
$166K - $170K
|
7.79K
$934K
|
|
Jul 25, 2025
Q2 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
3.66K+ 0.63% |
$427K - $436K
|
585K
$70.1M
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-1.71K- 2.36% |
$199K - $204K
|
70.6K
$8.46M
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
171+ 231.08% |
$20K - $20.4K
|
245
$29.4K
|
|
Jul 25, 2025
Q2 2025
|
Criteria Caixa, S.A.U.
Barcelona, U3 |
BUY
|
- |
82KNew |
$9.59M - $9.79M
|
82K
$9.83M
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
33.1K+ 56.95% |
$3.87M - $3.95M
|
91.2K
$10.9M
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-698- 3.34% |
$81.6K - $83.3K
|
20.2K
$2.42M
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-237- 59.1% |
$27.7K - $28.3K
|
164
$19.7K
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
SELL
|
- |
-4.06K- 18.89% |
$474K - $484K
|
17.4K
$2.09M
|
|
Jul 25, 2025
Q2 2025
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-1K- 10.8% |
$117K - $120K
|
8.29K
$993K
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
17.4KNew |
$2.04M - $2.08M
|
17.4K
$2.09M
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-363- 14.85% |
$42.4K - $43.3K
|
2.08K
$250K
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-43.1K- 31.24% |
$5.04M - $5.15M
|
95K
$11.4M
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-29.1K- 43.22% |
$3.4M - $3.47M
|
38.2K
$4.57M
|
|
Jul 25, 2025
Q2 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.51K+ 11.19% |
$176K - $180K
|
15K
$1.8M
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.01K- 16.54% |
$118K - $121K
|
5.11K
$612K
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-73- 1.09% |
$8.54K - $8.72K
|
6.61K
$792K
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.47K- 18.02% |
$639K - $653K
|
24.9K
$2.98M
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
160K+ 522.92% |
$18.7M - $19.1M
|
190K
$22.8M
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
11.5K+ 90.62% |
$1.35M - $1.38M
|
24.3K
$2.91M
|
|
Jul 24, 2025
Q2 2025
|
Monument Capital Management
|
BUY
|
- |
41.5KNew |
$4.86M - $4.96M
|
41.5K
$4.98M
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
167+ 45.14% |
$19.5K - $19.9K
|
537
$64.4K
|
|
Jul 24, 2025
Q2 2025
|
Verger Capital Management LLC
|
BUY
|
- |
132+ 0.88% |
$15.4K - $15.8K
|
15.1K
$1.81M
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-77- 6.04% |
$9K - $9.19K
|
1.2K
$143K
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
170+ 4.71% |
$19.9K - $20.3K
|
3.78K
$453K
|