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 |
---|---|---|---|---|---|---|---|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
131New |
$14.9K - $15.5K
|
131
$15.7K
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
79New |
$8.97K - $9.35K
|
79
$9.47K
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
70New |
$7.95K - $8.29K
|
70
$8.39K
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
27New |
$3.07K - $3.2K
|
27
$3.24K
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
17New |
$1.93K - $2.01K
|
17
$2.04K
|
|
May 18, 2023
Q1 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
8New |
$908 - $947
|
8
$959
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
600K+ 150.0% |
$67.4M - $70.1M
|
1M
$120M
|
|
Feb 14, 2023
Q4 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
148KNew |
$16.7M - $17.3M
|
148K
$17.8M
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
40KNew |
$4.49M - $4.67M
|
40K
$4.79M
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
12.2K+ 94.37% |
$1.37M - $1.42M
|
25.1K
$3.01M
|
|
Feb 15, 2023
Q4 2022
|
Rmr Wealth Builders
|
BUY
|
- |
4.5KNew |
$505K - $525K
|
4.5K
$539K
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
4.14K+ 18.62% |
$464K - $483K
|
26.3K
$3.16M
|
|
Feb 10, 2023
Q4 2022
|
Destination Wealth Management
|
BUY
|
- |
3.61KNew |
$406K - $422K
|
3.61K
$433K
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.81K+ 18.44% |
$315K - $328K
|
18K
$2.16M
|
|
Feb 14, 2023
Q4 2022
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
2.26KNew |
$254K - $264K
|
2.26K
$271K
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
2.08KNew |
$234K - $243K
|
2.08K
$250K
|
|
Jan 09, 2023
Q4 2022
|
Weaver Consulting Group
|
BUY
|
- |
1.94KNew |
$218K - $227K
|
1.94K
$233K
|
|
Jan 24, 2023
Q4 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.94KNew |
$218K - $226K
|
1.94K
$232K
|
|
Feb 14, 2023
Q4 2022
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
1.86K+ 93150.0% |
$209K - $218K
|
1.87K
$224K
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.51KNew |
$170K - $176K
|
1.51K
$181K
|
|
Feb 07, 2023
Q4 2022
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
691+ 12.65% |
$77.6K - $80.7K
|
6.16K
$738K
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
587New |
$65.9K - $68.5K
|
587
$70.3K
|
|
Feb 14, 2023
Q4 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
428New |
$48.1K - $50K
|
428
$51.3K
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
421New |
$47.3K - $49.2K
|
421
$50.5K
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
337+ 802.38% |
$37.9K - $39.3K
|
379
$45.4K
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
234+ 1.43% |
$26.3K - $27.3K
|
16.5K
$1.98M
|
|
Sep 12, 2023
Q4 2022
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
201New |
$22.6K - $23.5K
|
201
$24.1K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
127New |
$14.3K - $14.8K
|
127
$15.2K
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
75New |
$8.42K - $8.76K
|
75
$8.99K
|
|
Jan 27, 2023
Q4 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
74+ 3.68% |
$8.31K - $8.64K
|
2.08K
$250K
|
|
Feb 07, 2023
Q4 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
24New |
$2.7K - $2.8K
|
24
$2.88K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
22New |
$2.47K - $2.57K
|
22
$2.64K
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
20+ 0.52% |
$2.25K - $2.34K
|
3.86K
$463K
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
9New |
$1.01K - $1.05K
|
9
$1.08K
|
|
Jan 09, 2023
Q4 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
3New |
$337 - $350
|
3
$360
|
|
Jan 23, 2023
Q4 2022
|
Index Fund Advisors, Inc.
|
BUY
|
- |
2+ 0.02% |
$225 - $234
|
10.3K
$1.23M
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1+ 100.0% |
$112 - $117
|
2
$240
|
|
Jan 27, 2023
Q4 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
1+ 0.04% |
$112 - $117
|
2.56K
$307K
|
|
Q3 2022 | |||||||
Nov 03, 2022
Q3 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
33KNew |
$3.74M - $4M
|
33K
$3.95M
|
|
Nov 14, 2022
Q3 2022
|
Land & Buildings Investment Management, LLC
Stamford, CT |
BUY
|
- |
32.3KNew |
$3.66M - $3.92M
|
32.3K
$3.87M
|
|
Nov 09, 2022
Q3 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
8.87K+ 63.9% |
$1.01M - $1.08M
|
22.8K
$2.73M
|
|
Nov 14, 2022
Q3 2022
|
Pictet North America Advisors Sa
|
BUY
|
- |
8.75KNew |
$992K - $1.06M
|
8.75K
$1.05M
|
|
Nov 14, 2022
Q3 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
5.51KNew |
$625K - $669K
|
5.51K
$661K
|
|
Nov 14, 2022
Q3 2022
|
Stringer Asset Management, LLC
Memphis, TN |
BUY
|
- |
4.01KNew |
$454K - $486K
|
4.01K
$480K
|
|
Nov 04, 2022
Q3 2022
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
3.73KNew |
$423K - $452K
|
3.73K
$447K
|
|
Oct 20, 2022
Q3 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
3.66KNew |
$415K - $444K
|
3.66K
$439K
|
|
Jan 25, 2023
Q3 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
2.69KNew |
$305K - $326K
|
2.69K
$322K
|
|
Nov 01, 2022
Q3 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
2.01KNew |
$228K - $244K
|
2.01K
$241K
|
|
Nov 14, 2022
Q3 2022
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
1.94K+ 64.72% |
$220K - $235K
|
4.94K
$592K
|
|
Dec 26, 2024
Q3 2022
|
Cypress Capital, LLC
|
BUY
|
- |
1.86KNew |
$210K - $225K
|
1.86K
$223K
|