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 02, 2024
Q4 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
2.84KNew |
$317K - $334K
|
2.84K
$337K
|
|
|
Feb 13, 2024
Q4 2023
|
Belvedere Trading LLC
|
BUY
|
- |
2.38KNew |
$265K - $279K
|
2.38K
$281K
|
|
|
Apr 11, 2024
Q4 2023
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
2.19KNew |
$245K - $257K
|
2.19K
$259K
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
2.15KNew |
$240K - $252K
|
2.15K
$254K
|
|
|
Mar 26, 2024
Q4 2023
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
2.07KNew |
$231K - $243K
|
2.07K
$245K
|
|
|
Feb 14, 2024
Q4 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
2.04KNew |
$227K - $239K
|
2.04K
$241K
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
2.02KNew |
$225K - $237K
|
2.02K
$239K
|
|
|
Jan 30, 2024
Q4 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.86KNew |
$208K - $218K
|
1.86K
$220K
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
1.76KNew |
$196K - $207K
|
1.76K
$208K
|
|
|
Feb 09, 2024
Q4 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
1.36K+ 32.21% |
$151K - $159K
|
5.57K
$659K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
1.33K+ 0.77% |
$148K - $156K
|
173K
$20.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.27K+ 63.05% |
$142K - $149K
|
3.29K
$390K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
988New |
$110K - $116K
|
988
$117K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
988New |
$110K - $116K
|
988
$117K
|
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
732New |
$81.7K - $85.9K
|
732
$86.6K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
711+ 31.09% |
$79.4K - $83.5K
|
3K
$355K
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
613+ 10.45% |
$68.4K - $71.9K
|
6.48K
$767K
|
|
|
Feb 13, 2024
Q4 2023
|
Belvedere Trading LLC
|
BUY
|
CALL |
500New |
$55.8K - $58.7K
|
500
$59.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
500New |
$55.8K - $58.7K
|
500
$59.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
368+ 7.84% |
$41.1K - $43.2K
|
5.06K
$599K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
277New |
$30.9K - $32.5K
|
277
$32.8K
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
274New |
$30.6K - $32.2K
|
274
$32.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
148+ 1.91% |
$16.5K - $17.4K
|
7.89K
$934K
|
|
|
Feb 14, 2024
Q4 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
144New |
$16.1K - $16.9K
|
144
$17K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
128New |
$14.3K - $15K
|
128
$15.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
119New |
$13.3K - $14K
|
119
$14.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
100New |
$11.2K - $11.7K
|
100
$11.8K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
74New |
$8.26K - $8.69K
|
74
$8.76K
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
47New |
$5.25K - $5.52K
|
47
$5.56K
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
37New |
$4.13K - $4.34K
|
37
$4.38K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
17New |
$1.9K - $2K
|
17
$2.01K
|
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
13+ 0.6% |
$1.45K - $1.53K
|
2.18K
$258K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
6New |
$670 - $704
|
6
$710
|
|
|
Jan 29, 2024
Q4 2023
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
5New |
$558 - $587
|
5
$592
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
4New |
$446 - $469
|
4
$473
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
3New |
$335 - $352
|
3
$355
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
1+ 1.04% |
$112 - $117
|
97
$11.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1+ 0.81% |
$112 - $117
|
124
$14.7K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
PUT |
1.5MNew |
$169M - $174M
|
1.5M
$178M
|
|
|
Nov 13, 2023
Q3 2023
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
PUT |
60.7KNew |
$6.84M - $7.05M
|
60.7K
$7.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group Ltd.
Dublin, L2 |
BUY
|
- |
35.8KNew |
$4.04M - $4.16M
|
35.8K
$4.24M
|
|
|
Nov 06, 2023
Q3 2023
|
Donoghue Forlines LLC
|
BUY
|
- |
29.7KNew |
$3.35M - $3.45M
|
29.7K
$3.52M
|
|
|
Oct 18, 2023
Q3 2023
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
11.8KNew |
$1.33M - $1.37M
|
11.8K
$1.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
CALL |
10KNew |
$1.13M - $1.16M
|
10K
$1.18M
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
5.59KNew |
$630K - $649K
|
5.59K
$662K
|
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
BUY
|
- |
4.36KNew |
$491K - $506K
|
4.36K
$516K
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
2.93KNew |
$330K - $340K
|
2.93K
$346K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
2.37KNew |
$267K - $275K
|
2.37K
$281K
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.65KNew |
$186K - $191K
|
1.65K
$195K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.52K+ 1.57% |
$171K - $176K
|
98.4K
$11.6M
|
|