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 |
|---|---|---|---|---|---|---|---|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
277New |
$30.9K - $32.5K
|
277
$32.1K
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
274New |
$30.6K - $32.2K
|
274
$31.8K
|
|
|
Jan 10, 2024
Q4 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
237+ 7.04% |
$26.5K - $27.8K
|
3.6K
$418K
|
|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
148+ 1.91% |
$16.5K - $17.4K
|
7.89K
$915K
|
|
|
Feb 14, 2024
Q4 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
144New |
$16.1K - $16.9K
|
144
$16.7K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
128New |
$14.3K - $15K
|
128
$14.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
119New |
$13.3K - $14K
|
119
$13.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
100New |
$11.2K - $11.7K
|
100
$11.6K
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
99New |
$11K - $11.6K
|
99
$11.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
89+ 1.08% |
$9.93K - $10.4K
|
8.37K
$971K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
74New |
$8.26K - $8.69K
|
74
$8.59K
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
47New |
$5.25K - $5.52K
|
47
$5.45K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
45+ 40.91% |
$5.02K - $5.28K
|
155
$18K
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
37New |
$4.13K - $4.34K
|
37
$4.29K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
17New |
$1.9K - $2K
|
17
$1.97K
|
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
13+ 0.6% |
$1.45K - $1.53K
|
2.18K
$253K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
6New |
$670 - $704
|
6
$696
|
|
|
Jan 29, 2024
Q4 2023
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
5New |
$558 - $587
|
5
$580
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
4New |
$446 - $469
|
4
$464
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
3New |
$335 - $352
|
3
$348
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
1+ 1.04% |
$112 - $117
|
97
$11.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1+ 0.81% |
$112 - $117
|
124
$14.4K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
PUT |
1.5MNew |
$169M - $174M
|
1.5M
$174M
|
|
|
Nov 13, 2023
Q3 2023
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
PUT |
60.7KNew |
$6.84M - $7.05M
|
60.7K
$7.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group Ltd.
Dublin, L2 |
BUY
|
- |
35.8KNew |
$4.04M - $4.16M
|
35.8K
$4.16M
|
|
|
Nov 06, 2023
Q3 2023
|
Donoghue Forlines LLC
|
BUY
|
- |
29.7KNew |
$3.35M - $3.45M
|
29.7K
$3.45M
|
|
|
Oct 18, 2023
Q3 2023
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
11.8KNew |
$1.33M - $1.37M
|
11.8K
$1.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
CALL |
10KNew |
$1.13M - $1.16M
|
10K
$1.16M
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
5.59KNew |
$630K - $649K
|
5.59K
$649K
|
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
BUY
|
- |
4.36KNew |
$491K - $506K
|
4.36K
$506K
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
2.93KNew |
$330K - $340K
|
2.93K
$340K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
2.37KNew |
$267K - $275K
|
2.37K
$275K
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.65KNew |
$186K - $191K
|
1.65K
$191K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.52K+ 1.57% |
$171K - $176K
|
98.4K
$11.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
1.11K+ 826.12% |
$125K - $129K
|
1.24K
$144K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
899New |
$101K - $104K
|
899
$104K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
471New |
$53.1K - $54.7K
|
471
$54.7K
|
|
|
Oct 10, 2023
Q3 2023
|
Central Bank & Trust CO
|
BUY
|
- |
349New |
$39.4K - $40.5K
|
349
$40.5K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
311New |
$35.1K - $36.1K
|
311
$36.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
280New |
$31.6K - $32.5K
|
280
$32.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
157New |
$17.7K - $18.2K
|
157
$18.2K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
PUT |
100+ 0.01% |
$11.3K - $11.6K
|
1M
$116M
|
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
BUY
|
- |
60New |
$6.77K - $6.97K
|
60
$6.96K
|
|
|
Nov 13, 2023
Q3 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
44New |
$4.96K - $5.11K
|
44
$5.11K
|
|
|
Nov 06, 2023
Q3 2023
|
Hudock, Inc.
|
BUY
|
- |
44+ 1.8% |
$4.96K - $5.11K
|
2.49K
$289K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
30New |
$3.38K - $3.48K
|
30
$3.48K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
28New |
$3.16K - $3.25K
|
28
$3.25K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
20+ 100.0% |
$2.26K - $2.32K
|
40
$4.64K
|
|
|
Nov 13, 2023
Q3 2023
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
12+ 0.61% |
$1.35K - $1.39K
|
1.99K
$231K
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
9+ 36.0% |
$1.01K - $1.05K
|
34
$3.95K
|
|