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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
9New |
$1.01K - $1.05K
|
9
$1.08K
|
|
|
Oct 06, 2023
Q3 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
7+ 0.36% |
$789 - $813
|
1.95K
$234K
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 0.51% |
$113 - $116
|
196
$23.5K
|
|
| Q2 2023 | |||||||
|
Jul 26, 2023
Q2 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
26.5K+ 46.19% |
$3.06M - $3.16M
|
83.9K
$10.1M
|
|
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
19.2KNew |
$2.21M - $2.29M
|
19.2K
$2.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
14.4K+ 7.73% |
$1.66M - $1.71M
|
200K
$24M
|
|
|
Jul 24, 2023
Q2 2023
|
Cumberland Advisors Inc
|
BUY
|
- |
12.8K+ 619.42% |
$1.47M - $1.52M
|
14.8K
$1.78M
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
10.6KNew |
$1.22M - $1.26M
|
10.6K
$1.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
10.4K+ 2380.96% |
$1.2M - $1.24M
|
10.8K
$1.3M
|
|
|
May 17, 2024
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
6.28KNew |
$723K - $747K
|
6.28K
$752K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
3.18KNew |
$367K - $379K
|
3.18K
$381K
|
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
BUY
|
- |
2.53KNew |
$292K - $302K
|
2.53K
$304K
|
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
2.27KNew |
$261K - $270K
|
2.27K
$272K
|
|
|
Aug 11, 2023
Q2 2023
|
Trustco Bank Corp N Y
Albany, NY |
BUY
|
- |
2.14KNew |
$247K - $255K
|
2.14K
$256K
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
2.09KNew |
$241K - $249K
|
2.09K
$250K
|
|
|
Aug 08, 2023
Q2 2023
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
2.06KNew |
$237K - $245K
|
2.06K
$247K
|
|
|
Aug 01, 2023
Q2 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
1.85KNew |
$213K - $220K
|
1.85K
$222K
|
|
|
Jul 11, 2023
Q2 2023
|
Life Pro Asset Management
|
BUY
|
- |
1.75KNew |
$202K - $208K
|
1.75K
$210K
|
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
758New |
$87.3K - $90.2K
|
758
$90.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Sbb Research Group LLC
|
BUY
|
- |
722+ 24.98% |
$83.2K - $85.9K
|
3.61K
$433K
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
374+ 16.45% |
$43.1K - $44.5K
|
2.65K
$317K
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
159New |
$18.3K - $18.9K
|
159
$19.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
108New |
$12.4K - $12.9K
|
108
$12.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
95New |
$10.9K - $11.3K
|
95
$11.4K
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
91+ 121.33% |
$10.5K - $10.8K
|
166
$19.9K
|
|
|
Jul 06, 2023
Q2 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
37New |
$4.26K - $4.4K
|
37
$4.43K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
5+ 0.19% |
$576 - $595
|
2.67K
$320K
|
|
|
Jul 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
2New |
$230 - $238
|
2
$240
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
PUT |
300KNew |
$34.1M - $35.5M
|
300K
$36M
|
|
|
May 12, 2023
Q1 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
PUT |
200KNew |
$22.7M - $23.7M
|
200K
$24M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
189KNew |
$21.5M - $22.4M
|
189K
$22.6M
|
|
|
May 11, 2023
Q1 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
46.8KNew |
$5.31M - $5.54M
|
46.8K
$5.6M
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
41.8K+ 19.21% |
$4.75M - $4.96M
|
260K
$31.1M
|
|
|
May 12, 2023
Q1 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
32.6KNew |
$3.7M - $3.86M
|
32.6K
$3.9M
|
|
|
May 15, 2023
Q1 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
18.8KNew |
$2.13M - $2.22M
|
18.8K
$2.25M
|
|
|
Apr 10, 2023
Q1 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
13.1KNew |
$1.49M - $1.55M
|
13.1K
$1.57M
|
|
|
May 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
10.8K+ 48.98% |
$1.23M - $1.28M
|
32.9K
$3.94M
|
|
|
May 15, 2023
Q1 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
10.1K+ 16.99% |
$1.15M - $1.2M
|
69.5K
$8.33M
|
|
|
Apr 19, 2023
Q1 2023
|
Heron Financial Group, LLC
|
BUY
|
- |
6.67KNew |
$757K - $790K
|
6.67K
$799K
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
CALL |
6KNew |
$681K - $710K
|
6K
$719K
|
|
|
May 12, 2023
Q1 2023
|
Security Asset Management
|
BUY
|
- |
5.25KNew |
$596K - $622K
|
5.25K
$629K
|
|
|
May 10, 2023
Q1 2023
|
Gds Wealth Management
|
BUY
|
- |
5.15K+ 8.83% |
$585K - $610K
|
63.5K
$7.61M
|
|
|
Apr 21, 2023
Q1 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
2.09K+ 104700.0% |
$238K - $248K
|
2.1K
$251K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
1.64K+ 9.59% |
$186K - $194K
|
18.7K
$2.24M
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
999New |
$113K - $118K
|
999
$120K
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
723+ 5.63% |
$82.1K - $85.6K
|
13.6K
$1.62M
|
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
474New |
$53.8K - $56.1K
|
474
$56.8K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
354New |
$40.2K - $41.9K
|
354
$42.4K
|
|
|
May 15, 2023
Q1 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
232New |
$26.3K - $27.5K
|
232
$27.8K
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
159+ 5.34% |
$18.1K - $18.8K
|
3.14K
$376K
|
|