Latest Institutional Purchases of Ishares Barclays 3 7 Yr Treas (IEI)
This list provides information on the latest institutional transactions involving Ishares Barclays 3 7 Yr Treas (IEI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 09, 2025
Q1 2025
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
121KNew |
$13.9M - $14.3M
|
121K
$14.3M
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
40.1KNew |
$4.6M - $4.74M
|
40.1K
$4.74M
|
|
Apr 10, 2025
Q1 2025
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
36.9KNew |
$4.23M - $4.36M
|
36.9K
$4.36M
|
|
Apr 08, 2025
Q1 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
27KNew |
$3.1M - $3.19M
|
27K
$3.19M
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
18.1KNew |
$2.08M - $2.14M
|
18.1K
$2.14M
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
15.1KNew |
$1.73M - $1.78M
|
15.1K
$1.78M
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
6.44K+ 11712.73% |
$738K - $760K
|
6.5K
$767K
|
|
Apr 10, 2025
Q1 2025
|
Edge Wealth Management LLC
|
BUY
|
- |
4.48K+ 17.99% |
$513K - $528K
|
29.4K
$3.46M
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4.45K+ 17.69% |
$510K - $525K
|
29.6K
$3.49M
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.94K+ 192.85% |
$451K - $465K
|
5.98K
$706K
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
2.67KNew |
$306K - $315K
|
2.67K
$315K
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
2.48K+ 79.67% |
$284K - $293K
|
5.59K
$660K
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
2.41KNew |
$276K - $284K
|
2.41K
$284K
|
|
Apr 11, 2025
Q1 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
2.2K+ 100.0% |
$252K - $260K
|
4.4K
$519K
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
2.12KNew |
$243K - $250K
|
2.12K
$250K
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.39K+ 33.38% |
$159K - $164K
|
5.55K
$654K
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
1.22K+ 7.03% |
$140K - $144K
|
18.6K
$2.2M
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
898+ 1.94% |
$103K - $106K
|
47.2K
$5.57M
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
678+ 3.91% |
$77.7K - $80K
|
18K
$2.13M
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
569+ 3.36% |
$65.2K - $67.1K
|
17.5K
$2.07M
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
329New |
$37.7K - $38.8K
|
329
$38.8K
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
275+ 458.33% |
$31.5K - $32.4K
|
335
$39.5K
|
|
Apr 09, 2025
Q1 2025
|
Twele Capital Management, Inc.
|
BUY
|
- |
206+ 1.28% |
$23.6K - $24.3K
|
16.3K
$1.93M
|
|
Apr 07, 2025
Q1 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
189+ 2.45% |
$21.7K - $22.3K
|
7.9K
$932K
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
128New |
$14.7K - $15.1K
|
128
$15.1K
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
58New |
$6.65K - $6.84K
|
58
$6.84K
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
40New |
$4.58K - $4.72K
|
40
$4.72K
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
13+ 3.81% |
$1.49K - $1.53K
|
354
$41.8K
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
8+ 0.39% |
$917 - $944
|
2.07K
$245K
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
5+ 0.33% |
$573 - $590
|
1.51K
$178K
|
|
Q4 2024 | |||||||
Feb 14, 2025
Q4 2024
|
Wit, LLC
District Of Columbia, DC |
BUY
|
- |
1.76M+ 99904.72% |
$202M - $210M
|
1.76M
$207M
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.43MNew |
$165M - $171M
|
1.43M
$169M
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1M+ 17.27% |
$115M - $120M
|
6.8M
$802M
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
842K+ 8.75% |
$96.9M - $101M
|
10.5M
$1.23B
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
743K+ 158.64% |
$85.5M - $88.8M
|
1.21M
$143M
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
585K+ 22.1% |
$67.3M - $69.9M
|
3.23M
$381M
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
519K+ 808.43% |
$59.7M - $62M
|
583K
$68.8M
|
|
Jan 24, 2025
Q4 2024
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
359K+ 32.8% |
$41.3M - $42.9M
|
1.45M
$172M
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
308K+ 2462.39% |
$35.4M - $36.8M
|
320K
$37.8M
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
285K+ 259380.91% |
$32.8M - $34.1M
|
285K
$33.7M
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
252K+ 15.84% |
$29.1M - $30.2M
|
1.85M
$218M
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
250KNew |
$28.8M - $29.9M
|
250K
$29.5M
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
240KNew |
$27.6M - $28.7M
|
240K
$28.3M
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
239K+ 1695.04% |
$27.5M - $28.6M
|
253K
$29.9M
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
198K+ 10.15% |
$22.8M - $23.6M
|
2.15M
$253M
|
|
Jan 23, 2025
Q4 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
188K+ 47.28% |
$21.6M - $22.4M
|
584K
$69M
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
173K+ 8.5% |
$19.9M - $20.7M
|
2.21M
$261M
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
170K+ 9.7% |
$19.5M - $20.3M
|
1.92M
$227M
|
|
Feb 14, 2025
Q4 2024
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
162K+ 2132.75% |
$18.6M - $19.4M
|
170K
$20M
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
CALL |
135KNew |
$15.5M - $16.1M
|
135K
$15.9M
|