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, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
65.7KNew |
$7.97M - $8.42M
|
65.7K
$7.63M
|
|
|
May 06, 2022
Q1 2022
|
Pictet Bank & Trust LTD
|
BUY
|
- |
4.5KNew |
$546K - $577K
|
4.5K
$523K
|
|
|
Apr 11, 2022
Q1 2022
|
Strid Group, LLC
|
BUY
|
- |
3.14KNew |
$381K - $402K
|
3.14K
$365K
|
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.7K+ 175.15% |
$206K - $218K
|
2.67K
$310K
|
|
|
May 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
BUY
|
- |
157New |
$19.1K - $20.1K
|
157
$18.2K
|
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
BUY
|
- |
136New |
$16.5K - $17.4K
|
136
$15.8K
|
|
|
May 06, 2022
Q1 2022
|
South State Corp
|
BUY
|
- |
68New |
$8.26K - $8.72K
|
68
$7.9K
|
|
|
Apr 04, 2022
Q1 2022
|
M&R Capital Management Inc
|
BUY
|
- |
29New |
$3.52K - $3.72K
|
29
$3.37K
|
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
20New |
$2.43K - $2.56K
|
20
$2.32K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
New Legacy Group, LLC
|
BUY
|
- |
3.4KNew |
$436K - $443K
|
3.4K
$395K
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
712New |
$91.3K - $92.9K
|
712
$82.7K
|
|
|
Aug 12, 2024
Q4 2021
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
352New |
$45.1K - $45.9K
|
352
$40.9K
|
|
|
Jan 04, 2022
Q4 2021
|
S.A. Mason LLC
|
BUY
|
- |
60+ 9.38% |
$7.69K - $7.83K
|
700
$81.3K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
51New |
$6.54K - $6.65K
|
51
$5.93K
|
|
|
Feb 09, 2022
Q4 2021
|
American National Bank
|
BUY
|
- |
28New |
$3.59K - $3.65K
|
28
$3.25K
|
|
|
Feb 15, 2022
Q4 2021
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
11New |
$1.41K - $1.43K
|
11
$1.28K
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
25KNew |
$3.25M - $3.3M
|
25K
$2.9M
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
2.79KNew |
$362K - $368K
|
2.79K
$324K
|
|
|
Nov 15, 2021
Q3 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
1+ 25.0% |
$130 - $132
|
5
$581
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
131KNew |
$17M - $17.2M
|
131K
$15.2M
|
|
|
Jul 21, 2021
Q2 2021
|
Tuttle Capital Management, LLC
|
BUY
|
- |
5.08KNew |
$659K - $667K
|
5.08K
$590K
|
|
| Q1 2021 | |||||||
|
Mar 07, 2024
Q1 2021
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
2.03KNew |
$264K - $270K
|
2.03K
$236K
|
|
| Q4 2020 | |||||||
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
15.5KNew |
$2.05M - $2.07M
|
15.5K
$1.8M
|
|
|
Feb 12, 2021
Q4 2020
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
2.36KNew |
$312K - $315K
|
2.36K
$274K
|
|
|
Feb 04, 2021
Q4 2020
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
36New |
$4.77K - $4.81K
|
36
$4.18K
|
|
| Q3 2020 | |||||||
|
Oct 22, 2020
Q3 2020
|
Ballast Advisors LLC
|
BUY
|
- |
373New |
$49.7K - $50K
|
373
$43.3K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
16.6K+ 73.66% |
$2.19M - $2.21M
|
39K
$4.53M
|
|
|
Aug 12, 2020
Q2 2020
|
American International Group, Inc.
New York, NY |
BUY
|
- |
12.1K+ 19.18% |
$1.6M - $1.62M
|
75.2K
$8.74M
|
|
|
Mar 28, 2023
Q2 2020
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
3.57KNew |
$473K - $477K
|
3.57K
$414K
|
|
| Q4 2019 | |||||||
|
Jan 31, 2020
Q4 2019
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
85+ 404.76% |
$10.7K - $10.9K
|
106
$12.3K
|
|
|
Feb 07, 2020
Q4 2019
|
Ti Trust, Inc
|
BUY
|
- |
36New |
$4.51K - $4.6K
|
36
$4.18K
|
|
|
Feb 12, 2020
Q4 2019
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
26New |
$3.26K - $3.32K
|
26
$3.02K
|
|
| Q2 2019 | |||||||
|
Aug 16, 2021
Q2 2019
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
1.09KNew |
N/A
|
1.09K
$126K
|
|
| Q4 2018 | |||||||
|
Feb 05, 2019
Q4 2018
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
77New |
N/A
|
77
$8.95K
|
|
| Q3 2018 | |||||||
|
Nov 15, 2018
Q3 2018
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
1.93KNew |
N/A
|
1.93K
$225K
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Covington Capital Management
|
BUY
|
- |
175New |
N/A
|
175
$20.3K
|
|