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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
16.3K+ 131.37% |
$1.87M - $1.93M
|
28.7K
$3.37M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
857New |
$98.2K - $101K
|
857
$100K
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
SELL
|
- |
-9.73K- 27.7% |
$1.11M - $1.15M
|
25.4K
$2.98M
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-943- 5.03% |
$108K - $111K
|
17.8K
$2.09M
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
2.54K+ 4.09% |
$291K - $300K
|
64.5K
$7.57M
|
|
|
Apr 29, 2025
Q1 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-34- 1.79% |
$3.9K - $4.02K
|
1.86K
$218K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
62.5K+ 1.7% |
$7.16M - $7.38M
|
3.75M
$439M
|
|
|
Apr 29, 2025
Q1 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
20K+ 48.54% |
$2.29M - $2.36M
|
61.2K
$7.17M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
3.89KNew |
$446K - $460K
|
3.89K
$456K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-8.8K- 2.36% |
$1.01M - $1.04M
|
365K
$42.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
91+ 126.39% |
$10.4K - $10.8K
|
163
$19.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
1.74KNew |
$199K - $205K
|
1.74K
$204K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-17.3K- 4.35% |
$1.99M - $2.05M
|
382K
$44.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
587+ 0.94% |
$67.3K - $69.3K
|
63K
$7.39M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-63- 2.47% |
$7.22K - $7.44K
|
2.49K
$292K
|
|
|
Apr 28, 2025
Q1 2025
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-84- 9.14% |
$9.62K - $9.92K
|
835
$97.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
5.47K+ 278.64% |
$626K - $646K
|
7.43K
$871K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
49.5K+ 69.62% |
$5.68M - $5.85M
|
121K
$14.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
1.32K+ 50.0% |
$151K - $156K
|
3.95K
$463K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-447- 39.59% |
$51.2K - $52.8K
|
682
$80K
|
|
|
Apr 28, 2025
Q1 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
23.2KNew |
$2.65M - $2.74M
|
23.2K
$2.71M
|
|
|
Apr 28, 2025
Q1 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
348+ 3.43% |
$39.9K - $41.1K
|
10.5K
$1.23M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
54+ 0.3% |
$6.19K - $6.38K
|
18.3K
$2.14M
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
23+ 15.03% |
$2.64K - $2.72K
|
176
$20.6K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
3.58K+ 7.98% |
$410K - $422K
|
48.4K
$5.67M
|
|
|
Apr 28, 2025
Q1 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
4.32K+ 6.68% |
$495K - $510K
|
69K
$8.08M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.15KNew |
$590K - $609K
|
5.15K
$604K
|
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
BUY
|
- |
19.2KNew |
$2.2M - $2.27M
|
19.2K
$2.26M
|
|
|
Apr 28, 2025
Q1 2025
|
4 J Wealth Management LLC
|
BUY
|
- |
2.43K+ 7.59% |
$278K - $287K
|
34.4K
$4.03M
|
|
|
Apr 28, 2025
Q1 2025
|
Royal Harbor Partners, LLC
|
BUY
|
- |
32.3KNew |
$3.71M - $3.82M
|
32.3K
$3.79M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5.37K+ 1.91% |
$615K - $634K
|
287K
$33.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
101K+ 136.82% |
$11.6M - $11.9M
|
175K
$20.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
7.09KNew |
$812K - $837K
|
7.09K
$831K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
7+ 0.1% |
$802 - $827
|
6.68K
$783K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-463- 5.76% |
$53K - $54.7K
|
7.57K
$888K
|
|
|
Apr 25, 2025
Q1 2025
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
2.87K+ 652.27% |
$329K - $339K
|
3.31K
$388K
|
|
|
Apr 25, 2025
Q1 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-80- 0.27% |
$9.17K - $9.45K
|
29.1K
$3.41M
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-325- 6.71% |
$37.2K - $38.4K
|
4.52K
$530K
|
|
|
Apr 25, 2025
Q1 2025
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-1.54K- 2.5% |
$176K - $181K
|
60K
$7.03M
|
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
15+ 0.3% |
$1.72K - $1.77K
|
5.09K
$597K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
466+ 6.76% |
$53.4K - $55.1K
|
7.36K
$863K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-823- 45.29% |
$94.3K - $97.2K
|
994
$117K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
307New |
$35.2K - $36.3K
|
307
$36K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.69K- 38.97% |
$194K - $200K
|
2.65K
$310K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-356- 3.57% |
$40.8K - $42.1K
|
9.61K
$1.13M
|
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-18.2K- 28.35% |
$2.08M - $2.15M
|
45.9K
$5.39M
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-1- 0.01% |
$115 - $118
|
7.23K
$848K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-382- 13.15% |
$43.8K - $45.1K
|
2.52K
$296K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
1.29K+ 8.53% |
$148K - $152K
|
16.4K
$1.92M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
906+ 2.13% |
$104K - $107K
|
43.4K
$5.08M
|