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 30, 2024
Q3 2024
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
1.36K+ 0.89% |
$156K - $164K
|
154K
$17.9M
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.36K+ 11.85% |
$156K - $163K
|
12.8K
$1.49M
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.35K+ 1.97% |
$154K - $162K
|
69.7K
$8.09M
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
1.33KNew |
$152K - $160K
|
1.33K
$154K
|
|
Oct 02, 2024
Q3 2024
|
Boltwood Capital Management
|
BUY
|
- |
1.28K+ 1.41% |
$147K - $154K
|
92.3K
$10.7M
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
1.19K+ 5.37% |
$136K - $142K
|
23.3K
$2.7M
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
1.17K+ 3.22% |
$134K - $140K
|
37.4K
$4.34M
|
|
Nov 14, 2024
Q3 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
1.16K+ 2.32% |
$133K - $139K
|
51.1K
$5.93M
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.13K+ 51.63% |
$129K - $135K
|
3.31K
$384K
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
1.12KNew |
$129K - $135K
|
1.12K
$130K
|
|
Oct 10, 2024
Q3 2024
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
1.11K+ 2.29% |
$127K - $133K
|
49.5K
$5.74M
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.1K+ 3.61% |
$126K - $132K
|
31.7K
$3.67M
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.1K+ 8.23% |
$126K - $132K
|
14.4K
$1.67M
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.06K+ 4.71% |
$122K - $128K
|
23.6K
$2.74M
|
|
Nov 15, 2024
Q3 2024
|
Gould Capital, LLC
|
BUY
|
- |
1.05K+ 1.03% |
$120K - $126K
|
103K
$12M
|
|
Oct 08, 2024
Q3 2024
|
Sinecera Capital, LLC
|
BUY
|
- |
1K+ 6.66% |
$115K - $120K
|
16K
$1.86M
|
|
Oct 17, 2024
Q3 2024
|
Summa Corp.
Tomball, TX |
BUY
|
- |
1K+ 18.62% |
$115K - $120K
|
6.37K
$739K
|
|
Oct 23, 2024
Q3 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
994+ 3.76% |
$114K - $120K
|
27.4K
$3.18M
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
974+ 50.52% |
$112K - $117K
|
2.9K
$337K
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
972+ 3.0% |
$112K - $117K
|
33.4K
$3.87M
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
970+ 25.86% |
$111K - $117K
|
4.72K
$548K
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
967+ 46.03% |
$111K - $116K
|
3.07K
$356K
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
955+ 47.04% |
$110K - $115K
|
2.99K
$346K
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
948+ 15.23% |
$109K - $114K
|
7.17K
$832K
|
|
Nov 07, 2024
Q3 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
919New |
$105K - $110K
|
919
$107K
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
914+ 28.28% |
$105K - $110K
|
4.15K
$481K
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
889+ 2.66% |
$102K - $107K
|
34.3K
$3.99M
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
888+ 4.01% |
$102K - $107K
|
23K
$2.67M
|
|
Nov 12, 2024
Q3 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
886+ 0.9% |
$102K - $107K
|
99.6K
$11.6M
|
|
Nov 14, 2024
Q3 2024
|
Wit, LLC
District Of Columbia, DC |
BUY
|
- |
834+ 90.36% |
$95.7K - $100K
|
1.76K
$204K
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
818+ 9.11% |
$93.8K - $98.3K
|
9.8K
$1.14M
|
|
Nov 12, 2024
Q3 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
800+ 16.21% |
$91.8K - $96.2K
|
5.74K
$666K
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
792New |
$90.9K - $95.2K
|
792
$91.9K
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
781+ 18.8% |
$89.6K - $93.9K
|
4.94K
$573K
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
771+ 145.47% |
$88.5K - $92.7K
|
1.3K
$151K
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
765+ 4.3% |
$87.8K - $92K
|
18.6K
$2.15M
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
744+ 20.94% |
$85.4K - $89.5K
|
4.3K
$499K
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
BUY
|
- |
703+ 1.19% |
$80.7K - $84.5K
|
59.8K
$6.94M
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
698New |
$80.1K - $83.9K
|
698
$81K
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
670New |
$76.9K - $80.6K
|
670
$77.7K
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
640+ 18.93% |
$73.4K - $76.9K
|
4.02K
$467K
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
637New |
$73.1K - $76.6K
|
637
$73.9K
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
633+ 0.88% |
$72.6K - $76.1K
|
72.8K
$8.44M
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
625New |
$71.7K - $75.1K
|
625
$72.5K
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
601+ 21.74% |
$69K - $72.3K
|
3.37K
$391K
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
592+ 52.67% |
$67.9K - $71.2K
|
1.72K
$199K
|
|
Nov 04, 2024
Q3 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
588+ 32.61% |
$67.5K - $70.7K
|
2.39K
$277K
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
584+ 45.06% |
$67K - $70.2K
|
1.88K
$218K
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
578+ 55.47% |
$66.3K - $69.5K
|
1.62K
$188K
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
574+ 57.17% |
$65.9K - $69K
|
1.58K
$183K
|