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 12, 2023
Q1 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
32.6KNew |
$3.7M - $3.86M
|
32.6K
$3.86M
|
|
May 15, 2023
Q1 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
18.8KNew |
$2.13M - $2.22M
|
18.8K
$2.22M
|
|
Apr 10, 2023
Q1 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
13.1KNew |
$1.49M - $1.55M
|
13.1K
$1.55M
|
|
May 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
10.8K+ 48.98% |
$1.23M - $1.28M
|
32.9K
$3.89M
|
|
May 15, 2023
Q1 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
10.1K+ 16.99% |
$1.15M - $1.2M
|
69.5K
$8.23M
|
|
Apr 19, 2023
Q1 2023
|
Heron Financial Group, LLC
|
BUY
|
- |
6.67KNew |
$757K - $790K
|
6.67K
$789K
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
CALL |
6KNew |
$681K - $710K
|
6K
$710K
|
|
May 12, 2023
Q1 2023
|
Security Asset Management
|
BUY
|
- |
5.25KNew |
$596K - $622K
|
5.25K
$621K
|
|
May 10, 2023
Q1 2023
|
Gds Wealth Management
|
BUY
|
- |
5.15K+ 8.83% |
$585K - $610K
|
63.5K
$7.52M
|
|
Apr 21, 2023
Q1 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
2.09K+ 104700.0% |
$238K - $248K
|
2.1K
$248K
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
1.64K+ 9.59% |
$186K - $194K
|
18.7K
$2.21M
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
999New |
$113K - $118K
|
999
$118K
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
723+ 5.63% |
$82.1K - $85.6K
|
13.6K
$1.6M
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
474New |
$53.8K - $56.1K
|
474
$56.1K
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
354New |
$40.2K - $41.9K
|
354
$41.9K
|
|
May 15, 2023
Q1 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
232New |
$26.3K - $27.5K
|
232
$27.5K
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
159+ 5.34% |
$18.1K - $18.8K
|
3.14K
$371K
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
131New |
$14.9K - $15.5K
|
131
$15.5K
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
79New |
$8.97K - $9.35K
|
79
$9.35K
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
70New |
$7.95K - $8.29K
|
70
$8.29K
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
27New |
$3.07K - $3.2K
|
27
$3.2K
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
17New |
$1.93K - $2.01K
|
17
$2.01K
|
|
May 18, 2023
Q1 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
8New |
$908 - $947
|
8
$947
|
|
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
$118M
|
|
Feb 14, 2023
Q4 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
148KNew |
$16.7M - $17.3M
|
148K
$17.6M
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
40KNew |
$4.49M - $4.67M
|
40K
$4.73M
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
12.2K+ 94.37% |
$1.37M - $1.42M
|
25.1K
$2.97M
|
|
Feb 15, 2023
Q4 2022
|
Rmr Wealth Builders
|
BUY
|
- |
4.5KNew |
$505K - $525K
|
4.5K
$533K
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
4.14K+ 18.62% |
$464K - $483K
|
26.3K
$3.12M
|
|
Feb 10, 2023
Q4 2022
|
Destination Wealth Management
|
BUY
|
- |
3.61KNew |
$406K - $422K
|
3.61K
$428K
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.81K+ 18.44% |
$315K - $328K
|
18K
$2.13M
|
|
Feb 14, 2023
Q4 2022
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
2.26KNew |
$254K - $264K
|
2.26K
$267K
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
2.08KNew |
$234K - $243K
|
2.08K
$247K
|
|
Jan 09, 2023
Q4 2022
|
Weaver Consulting Group
|
BUY
|
- |
1.94KNew |
$218K - $227K
|
1.94K
$230K
|
|
Jan 24, 2023
Q4 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.94KNew |
$218K - $226K
|
1.94K
$229K
|
|
Feb 14, 2023
Q4 2022
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
1.86K+ 93150.0% |
$209K - $218K
|
1.87K
$221K
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.51KNew |
$170K - $176K
|
1.51K
$179K
|
|
Feb 07, 2023
Q4 2022
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
691+ 12.65% |
$77.6K - $80.7K
|
6.16K
$729K
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
587New |
$65.9K - $68.5K
|
587
$69.5K
|
|
Feb 14, 2023
Q4 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
428New |
$48.1K - $50K
|
428
$50.7K
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
421New |
$47.3K - $49.2K
|
421
$49.8K
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
337+ 802.38% |
$37.9K - $39.3K
|
379
$44.9K
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
234+ 1.43% |
$26.3K - $27.3K
|
16.5K
$1.96M
|
|
Sep 12, 2023
Q4 2022
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
201New |
$22.6K - $23.5K
|
201
$23.8K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
127New |
$14.3K - $14.8K
|
127
$15K
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
75New |
$8.42K - $8.76K
|
75
$8.88K
|
|
Jan 27, 2023
Q4 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
74+ 3.68% |
$8.31K - $8.64K
|
2.08K
$247K
|
|
Feb 07, 2023
Q4 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
24New |
$2.7K - $2.8K
|
24
$2.84K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
22New |
$2.47K - $2.57K
|
22
$2.6K
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
20+ 0.52% |
$2.25K - $2.34K
|
3.86K
$457K
|