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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
5.51KNew |
$625K - $669K
|
5.51K
$639K
|
|
Nov 14, 2022
Q3 2022
|
Stringer Asset Management, LLC
Memphis, TN |
BUY
|
- |
4.01KNew |
$454K - $486K
|
4.01K
$465K
|
|
Nov 04, 2022
Q3 2022
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
3.73KNew |
$423K - $452K
|
3.73K
$432K
|
|
Oct 20, 2022
Q3 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
3.66KNew |
$415K - $444K
|
3.66K
$425K
|
|
Jan 25, 2023
Q3 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
2.69KNew |
$305K - $326K
|
2.69K
$312K
|
|
Nov 01, 2022
Q3 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
2.01KNew |
$228K - $244K
|
2.01K
$233K
|
|
Nov 14, 2022
Q3 2022
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
1.94K+ 64.72% |
$220K - $235K
|
4.94K
$573K
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
1.28K+ 11.56% |
$145K - $155K
|
12.3K
$1.43M
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
960+ 5.84% |
$109K - $116K
|
17.4K
$2.02M
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
481+ 12.63% |
$54.5K - $58.3K
|
4.29K
$497K
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
159New |
$18K - $19.3K
|
159
$18.4K
|
|
Nov 23, 2022
Q3 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
153+ 2.35% |
$17.3K - $18.6K
|
6.67K
$774K
|
|
Nov 02, 2022
Q3 2022
|
First National Trust CO
|
BUY
|
- |
116+ 6.76% |
$13.1K - $14.1K
|
1.83K
$213K
|
|
Oct 26, 2022
Q3 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
51New |
$5.78K - $6.19K
|
51
$5.91K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
23New |
$2.61K - $2.79K
|
23
$2.67K
|
|
Nov 10, 2022
Q3 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
11+ 12.09% |
$1.25K - $1.33K
|
102
$11.8K
|
|
Nov 03, 2022
Q3 2022
|
Ieq Capital, LLC
|
BUY
|
- |
11+ 0.34% |
$1.25K - $1.33K
|
3.26K
$378K
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.91% |
$113 - $121
|
111
$12.9K
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
180KNew |
$20.9M - $21.9M
|
180K
$20.9M
|
|
Aug 11, 2022
Q2 2022
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
11KNew |
$1.28M - $1.34M
|
11K
$1.28M
|
|
Aug 12, 2022
Q2 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
10.5KNew |
$1.22M - $1.27M
|
10.5K
$1.22M
|
|
Aug 10, 2022
Q2 2022
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
7.78K+ 199.49% |
$905K - $945K
|
11.7K
$1.36M
|
|
Jul 22, 2022
Q2 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
6.73KNew |
$782K - $817K
|
6.73K
$780K
|
|
Jul 14, 2022
Q2 2022
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
4.69KNew |
$545K - $569K
|
4.69K
$544K
|
|
Nov 17, 2022
Q2 2022
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
4.49KNew |
$522K - $545K
|
4.49K
$521K
|
|
Aug 09, 2022
Q2 2022
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
4.03KNew |
$469K - $490K
|
4.03K
$468K
|
|
Aug 09, 2022
Q2 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
2.96K+ 91.32% |
$344K - $359K
|
6.2K
$718K
|
|
Aug 10, 2022
Q2 2022
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
2.94K+ 90.83% |
$342K - $357K
|
6.18K
$717K
|
|
Jul 29, 2022
Q2 2022
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
2.24KNew |
$260K - $271K
|
2.24K
$259K
|
|
Aug 11, 2022
Q2 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
2.19KNew |
$255K - $266K
|
2.19K
$254K
|
|
Aug 09, 2022
Q2 2022
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
2.1KNew |
$244K - $255K
|
2.1K
$244K
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.68KNew |
$195K - $204K
|
1.68K
$194K
|
|
Aug 05, 2022
Q2 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
908+ 3362.96% |
$106K - $110K
|
935
$108K
|
|
Aug 15, 2022
Q2 2022
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
550+ 11.18% |
$63.9K - $66.8K
|
5.47K
$634K
|
|
Aug 12, 2022
Q2 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
465+ 4.41% |
$54K - $56.5K
|
11K
$1.28M
|
|
Aug 15, 2022
Q2 2022
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
432+ 20.49% |
$50.2K - $52.5K
|
2.54K
$295K
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
410New |
$47.7K - $49.8K
|
410
$47.5K
|
|
Aug 12, 2022
Q2 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
300New |
$34.9K - $36.4K
|
300
$34.8K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
217+ 35.57% |
$25.2K - $26.3K
|
827
$95.9K
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
201+ 515.38% |
$23.4K - $24.4K
|
240
$27.8K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
160New |
$18.6K - $19.4K
|
160
$18.6K
|
|
Aug 08, 2022
Q2 2022
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
92+ 0.52% |
$10.7K - $11.2K
|
17.8K
$2.06M
|
|
Jul 20, 2022
Q2 2022
|
Founders Capital Management
|
BUY
|
- |
51New |
$5.93K - $6.19K
|
51
$5.91K
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
29New |
$3.37K - $3.52K
|
29
$3.36K
|
|
Aug 10, 2022
Q2 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
26+ 0.25% |
$3.02K - $3.16K
|
10.5K
$1.22M
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
15New |
$1.74K - $1.82K
|
15
$1.74K
|
|
Aug 15, 2022
Q2 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
1+ 0.04% |
$116 - $121
|
2.5K
$290K
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2022 | |||||||
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
65.7KNew |
$7.97M - $8.42M
|
65.7K
$7.62M
|
|
May 06, 2022
Q1 2022
|
Pictet Bank & Trust LTD
|
BUY
|
- |
4.5KNew |
$546K - $577K
|
4.5K
$522K
|