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 |
---|---|---|---|---|---|---|---|
Aug 14, 2025
Q2 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
2.04K+ 8.22% |
$239K - $244K
|
26.9K
$3.22M
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
2.04K+ 3.07% |
$239K - $244K
|
68.5K
$8.21M
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.04K+ 7.77% |
$238K - $243K
|
28.2K
$3.38M
|
|
Aug 08, 2025
Q2 2025
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
2.02KNew |
$236K - $241K
|
2.02K
$241K
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.02KNew |
$236K - $241K
|
2.02K
$241K
|
|
Aug 14, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.01KNew |
$235K - $240K
|
2.01K
$241K
|
|
Jul 18, 2025
Q2 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
1.99K+ 3.9% |
$232K - $237K
|
53K
$6.35M
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
1.97K+ 54.2% |
$230K - $235K
|
5.61K
$672K
|
|
Jul 29, 2025
Q2 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
1.89KNew |
$221K - $226K
|
1.89K
$227K
|
|
Jul 09, 2025
Q2 2025
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
1.85K+ 4.28% |
$216K - $221K
|
45.1K
$5.41M
|
|
Aug 13, 2025
Q2 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
1.84K+ 17.83% |
$215K - $219K
|
12.1K
$1.46M
|
|
Jul 23, 2025
Q2 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
1.78KNew |
$208K - $213K
|
1.78K
$214K
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.77KNew |
$207K - $212K
|
1.77K
$212K
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
1.77K+ 14.41% |
$207K - $211K
|
14K
$1.68M
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.73KNew |
$202K - $206K
|
1.73K
$207K
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.71KNew |
$200K - $205K
|
1.71K
$205K
|
|
Aug 14, 2025
Q2 2025
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
1.7K+ 5.67% |
$199K - $203K
|
31.7K
$3.79M
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.65K+ 79.03% |
$193K - $197K
|
3.75K
$449K
|
|
Aug 14, 2025
Q2 2025
|
Becker Capital Management Inc
|
BUY
|
- |
1.57K+ 5.43% |
$184K - $188K
|
30.5K
$3.66M
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
1.53K+ 2.01% |
$179K - $183K
|
77.6K
$9.3M
|
|
Jul 25, 2025
Q2 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.51K+ 11.19% |
$176K - $180K
|
15K
$1.8M
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.49K+ 2.98% |
$174K - $178K
|
51.4K
$6.16M
|
|
Jul 18, 2025
Q2 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
1.45K+ 61.0% |
$170K - $173K
|
3.84K
$460K
|
|
Jul 25, 2025
Q2 2025
|
Summa Corp.
Tomball, TX |
BUY
|
- |
1.42K+ 22.34% |
$166K - $170K
|
7.79K
$934K
|
|
Aug 06, 2025
Q2 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
1.42K+ 1.77% |
$166K - $170K
|
81.6K
$9.78M
|
|
Aug 11, 2025
Q2 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
1.39K+ 2.36% |
$162K - $166K
|
60.2K
$7.21M
|
|
Aug 12, 2025
Q2 2025
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
1.38K+ 41.69% |
$161K - $165K
|
4.69K
$562K
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.37K+ 7.62% |
$161K - $164K
|
19.4K
$2.32M
|
|
Aug 13, 2025
Q2 2025
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
1.31K+ 0.62% |
$154K - $157K
|
212K
$25.4M
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
1.31K+ 23.02% |
$153K - $156K
|
6.97K
$836K
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
1.27K+ 3.18% |
$148K - $151K
|
41.2K
$4.93M
|
|
Aug 13, 2025
Q2 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1.26K+ 1.85% |
$148K - $151K
|
69.5K
$8.33M
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
1.14K+ 3.38% |
$133K - $136K
|
34.7K
$4.16M
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
BUY
|
- |
1.13K+ 33.22% |
$132K - $135K
|
4.52K
$542K
|
|
Jul 28, 2025
Q2 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
1.12K+ 52.95% |
$131K - $134K
|
3.24K
$389K
|
|
Aug 08, 2025
Q2 2025
|
Royal Harbor Partners, LLC
|
BUY
|
- |
1.05K+ 3.25% |
$123K - $126K
|
33.4K
$4M
|
|
Aug 14, 2025
Q2 2025
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
1.05K+ 15.44% |
$123K - $125K
|
7.84K
$940K
|
|
Aug 13, 2025
Q2 2025
|
Argyle Capital Partners, LLC
Los Angeles, CA |
BUY
|
- |
1.04K+ 28.3% |
$122K - $125K
|
4.73K
$567K
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
BUY
|
- |
1.04K+ 0.27% |
$121K - $124K
|
383K
$45.9M
|
|
Jul 16, 2025
Q2 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.04K+ 4.09% |
$121K - $124K
|
26.4K
$3.16M
|
|
Aug 13, 2025
Q2 2025
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
1.03K+ 1.08% |
$120K - $123K
|
96.2K
$11.5M
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
946New |
$111K - $113K
|
946
$113K
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
937+ 42.94% |
$110K - $112K
|
3.12K
$374K
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
934New |
$109K - $112K
|
934
$112K
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
898+ 13.2% |
$105K - $107K
|
7.7K
$923K
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
890+ 1534.48% |
$104K - $106K
|
948
$114K
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
881+ 7.46% |
$103K - $105K
|
12.7K
$1.52M
|
|
Aug 11, 2025
Q2 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
855+ 8.15% |
$100K - $102K
|
11.4K
$1.36M
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
816+ 0.6% |
$95.4K - $97.4K
|
138K
$16.5M
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
810+ 56.92% |
$94.7K - $96.7K
|
2.23K
$268K
|