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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
188K+ 47.28% |
$21.6M - $22.4M
|
584K
$67.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
BUY
|
- |
170K+ 824.4% |
$19.5M - $20.3M
|
190K
$22M
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
46.3KNew |
$5.33M - $5.54M
|
46.3K
$5.35M
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
35.5K+ 31.77% |
$4.08M - $4.24M
|
147K
$17M
|
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
30.5K+ 584.9% |
$3.51M - $3.65M
|
35.7K
$4.13M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
18.7KNew |
$2.16M - $2.24M
|
18.7K
$2.17M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
17.4K+ 4.67% |
$2M - $2.08M
|
390K
$45.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
16.3K+ 83.89% |
$1.87M - $1.94M
|
35.6K
$4.12M
|
|
|
Jan 06, 2025
Q4 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
15.8KNew |
$1.82M - $1.89M
|
15.8K
$1.83M
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
BUY
|
- |
15.4K+ 2.85% |
$1.77M - $1.84M
|
555K
$64.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
13.2K+ 25.72% |
$1.52M - $1.58M
|
64.6K
$7.47M
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
12.7K+ 483.46% |
$1.46M - $1.51M
|
15.3K
$1.77M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
12.4K+ 41.61% |
$1.43M - $1.49M
|
42.3K
$4.89M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
11.8K+ 9.69% |
$1.36M - $1.41M
|
134K
$15.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
11.8KNew |
$1.36M - $1.41M
|
11.8K
$1.36M
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
11.2K+ 31.9% |
$1.29M - $1.34M
|
46.3K
$5.35M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
8.63KNew |
$993K - $1.03M
|
8.63K
$997K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
7.79K+ 108.67% |
$897K - $932K
|
15K
$1.73M
|
|
|
Jan 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
7.18K+ 18.14% |
$826K - $858K
|
46.8K
$5.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
5.78K+ 2.54% |
$666K - $691K
|
234K
$27M
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
BUY
|
- |
5.3K+ 5.74% |
$610K - $634K
|
97.6K
$11.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
5.21KNew |
$599K - $622K
|
5.21K
$602K
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
5.02KNew |
$578K - $600K
|
5.02K
$580K
|
|
|
Jan 22, 2025
Q4 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
5K+ 11.97% |
$575K - $598K
|
46.7K
$5.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
4.43KNew |
$510K - $530K
|
4.43K
$512K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
4.2K+ 11.39% |
$484K - $502K
|
41.1K
$4.75M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
4.18K+ 14.42% |
$481K - $499K
|
33.1K
$3.83M
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
3.81K+ 8.4% |
$438K - $455K
|
49.1K
$5.68M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3.27KNew |
$376K - $391K
|
3.27K
$378K
|
|
|
Jan 17, 2025
Q4 2024
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
3KNew |
$345K - $359K
|
3K
$347K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.79K+ 7.0% |
$320K - $333K
|
42.6K
$4.92M
|
|
|
Jan 14, 2025
Q4 2024
|
Community Trust & Investment CO
|
BUY
|
- |
2.68K+ 8.32% |
$308K - $320K
|
34.9K
$4.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2.63K+ 7.87% |
$302K - $314K
|
36K
$4.16M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
2.62K+ 4.45% |
$301K - $313K
|
61.4K
$7.09M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2.01KNew |
$231K - $240K
|
2.01K
$232K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
1.93KNew |
$222K - $231K
|
1.93K
$223K
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.89K+ 12.02% |
$217K - $226K
|
17.6K
$2.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.87K+ 18.31% |
$215K - $224K
|
12.1K
$1.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
1.82K+ 11.62% |
$209K - $217K
|
17.4K
$2.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1.61K+ 5.35% |
$185K - $192K
|
31.6K
$3.66M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
1.54K+ 64.33% |
$177K - $184K
|
3.93K
$455K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
BUY
|
- |
1.51K+ 60.97% |
$174K - $180K
|
3.98K
$460K
|
|
|
Jan 14, 2025
Q4 2024
|
Edge Wealth Management LLC
|
BUY
|
- |
1.51K+ 6.44% |
$173K - $180K
|
24.9K
$2.87M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.4K+ 32.03% |
$161K - $167K
|
5.76K
$665K
|
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
1.33K+ 18.34% |
$152K - $158K
|
8.55K
$988K
|
|
|
Jan 17, 2025
Q4 2024
|
Mirabaud & Cie Sa
Geneva, V8 |
BUY
|
- |
1.32K+ 1.13% |
$152K - $158K
|
118K
$13.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.27K+ 5.32% |
$146K - $152K
|
25.1K
$2.91M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
1.2K+ 1.4% |
$138K - $143K
|
86.6K
$10M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.1K+ 23.17% |
$126K - $131K
|
5.84K
$675K
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
1.09K+ 1.4% |
$125K - $130K
|
78.8K
$9.11M
|