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 24, 2025
Q4 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
534New |
$61.5K - $63.8K
|
534
$63.2K
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
500+ 18.37% |
$57.5K - $59.8K
|
3.22K
$381K
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
404+ 2693.33% |
$46.5K - $48.3K
|
419
$49.6K
|
|
Feb 14, 2025
Q4 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
339+ 150.0% |
$39K - $40.5K
|
565
$66.9K
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
272+ 24.57% |
$31.3K - $32.5K
|
1.38K
$163K
|
|
Jan 27, 2025
Q4 2024
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
235+ 4.67% |
$27K - $28.1K
|
5.27K
$623K
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
235New |
$27K - $28.1K
|
235
$27.8K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
172+ 2.63% |
$19.8K - $20.6K
|
6.71K
$794K
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
142New |
$16.3K - $17K
|
142
$16.8K
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
135New |
$15.5K - $16.1K
|
135
$16K
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
123New |
$14.2K - $14.7K
|
123
$14.6K
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
BUY
|
- |
110+ 3.41% |
$12.7K - $13.2K
|
3.34K
$395K
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
105New |
$12.1K - $12.6K
|
105
$12.4K
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
100New |
$11.5K - $12K
|
100
$11.8K
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
99+ 1.1% |
$11.4K - $11.8K
|
9.13K
$1.08M
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
99+ 1.1% |
$11.4K - $11.8K
|
9.13K
$1.08M
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
98New |
$11.3K - $11.7K
|
98
$11.6K
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
98+ 138.03% |
$11.3K - $11.7K
|
169
$20K
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
89New |
$10.2K - $10.6K
|
89
$10.5K
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
86+ 78.9% |
$9.9K - $10.3K
|
195
$23.1K
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
73New |
$8.4K - $8.73K
|
73
$8.64K
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
69+ 1.72% |
$7.94K - $8.25K
|
4.08K
$483K
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
62New |
$7.13K - $7.41K
|
62
$7.34K
|
|
Jan 23, 2025
Q4 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
51+ 2.51% |
$5.87K - $6.1K
|
2.09K
$247K
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
50+ 1.16% |
$5.75K - $5.98K
|
4.35K
$514K
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
44+ 91.67% |
$5.06K - $5.26K
|
92
$10.9K
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
44+ 0.68% |
$5.06K - $5.26K
|
6.52K
$772K
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
25New |
$2.88K - $2.99K
|
25
$2.96K
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
18New |
$2.07K - $2.15K
|
18
$2.13K
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
16+ 0.93% |
$1.84K - $1.91K
|
1.73K
$205K
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
15+ 5.1% |
$1.73K - $1.79K
|
309
$36.6K
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
13New |
$1.5K - $1.55K
|
13
$1.54K
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
9New |
$1.04K - $1.08K
|
9
$1.07K
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
6New |
$690 - $717
|
6
$710
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
6New |
$690 - $717
|
6
$710
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
6New |
$690 - $717
|
6
$710
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
2New |
$230 - $239
|
2
$237
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2New |
$230 - $239
|
2
$237
|
|
Feb 11, 2025
Q4 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
1+ 0.04% |
$115 - $120
|
2.54K
$301K
|
|
Q3 2024 | |||||||
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
6.4MNew |
$734M - $769M
|
6.4M
$757M
|
|
Nov 14, 2024
Q3 2024
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
227KNew |
$26M - $27.3M
|
227K
$26.8M
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
166KNew |
$19.1M - $20M
|
166K
$19.7M
|
|
Oct 31, 2024
Q3 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
121KNew |
$13.8M - $14.5M
|
121K
$14.3M
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
56.8KNew |
$6.51M - $6.83M
|
56.8K
$6.72M
|
|
Oct 15, 2024
Q3 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
49.3KNew |
$5.66M - $5.93M
|
49.3K
$5.84M
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
33.3KNew |
$3.81M - $4M
|
33.3K
$3.94M
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
20.3K+ 10.15% |
$2.33M - $2.44M
|
220K
$26.1M
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
17K+ 31.54% |
$1.95M - $2.04M
|
70.9K
$8.39M
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
15.3KNew |
$1.76M - $1.84M
|
15.3K
$1.81M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.64K+ 4.55% |
$991K - $1.04M
|
198K
$23.5M
|