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 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4+ 0.32% |
$468 - $478
|
1.26K
$151K
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
4+ 0.04% |
$468 - $478
|
11.3K
$1.35M
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
3+ 0.81% |
$351 - $358
|
375
$44.9K
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
3+ 0.17% |
$351 - $358
|
1.76K
$211K
|
|
Jul 08, 2025
Q2 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
2+ 0.12% |
$234 - $239
|
1.71K
$205K
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1+ 0.28% |
$117 - $119
|
355
$42.5K
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1+ 0.98% |
$117 - $119
|
103
$12.3K
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2025 | |||||||
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.65M+ 15.79% |
$189M - $195M
|
12.1M
$1.45B
|
|
May 14, 2025
Q1 2025
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
341KNew |
$39M - $40.2M
|
341K
$40.8M
|
|
May 13, 2025
Q1 2025
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
143KNew |
$16.4M - $17M
|
143K
$17.2M
|
|
Aug 26, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
123KNew |
$14.1M - $14.6M
|
123K
$14.8M
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
87.5KNew |
$10M - $10.3M
|
87.5K
$10.5M
|
|
May 01, 2025
Q1 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
85.2KNew |
$9.77M - $10.1M
|
85.2K
$10.2M
|
|
Jun 17, 2025
Q1 2025
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
73.3KNew |
$8.4M - $8.66M
|
73.3K
$8.79M
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
49.5K+ 69.62% |
$5.68M - $5.85M
|
121K
$14.5M
|
|
May 01, 2025
Q1 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
34.1KNew |
$3.91M - $4.03M
|
34.1K
$4.09M
|
|
Apr 28, 2025
Q1 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
23.2KNew |
$2.65M - $2.74M
|
23.2K
$2.78M
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
21.2K+ 322.12% |
$2.43M - $2.51M
|
27.8K
$3.33M
|
|
Apr 23, 2025
Q1 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
21.2K+ 1619.91% |
$2.42M - $2.5M
|
22.5K
$2.69M
|
|
Apr 29, 2025
Q1 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
20K+ 48.54% |
$2.29M - $2.36M
|
61.2K
$7.33M
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
BUY
|
- |
19.2KNew |
$2.2M - $2.27M
|
19.2K
$2.31M
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
13.2K+ 8.02% |
$1.51M - $1.56M
|
178K
$21.3M
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
12.3KNew |
$1.41M - $1.46M
|
12.3K
$1.48M
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
10.1KNew |
$1.15M - $1.19M
|
10.1K
$1.21M
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
8.6K+ 8.92% |
$985K - $1.02M
|
105K
$12.6M
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
8.47KNew |
$970K - $1M
|
8.47K
$1.02M
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
6.95K+ 399.66% |
$797K - $822K
|
8.69K
$1.04M
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
5.71KNew |
$655K - $675K
|
5.71K
$685K
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
5.7KNew |
$653K - $674K
|
5.7K
$683K
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
4.9KNew |
$562K - $579K
|
4.9K
$587K
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
4.29KNew |
$491K - $507K
|
4.29K
$514K
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
4.12KNew |
$471K - $486K
|
4.12K
$493K
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
3.89KNew |
$446K - $460K
|
3.89K
$466K
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
3.2K+ 20.25% |
$367K - $378K
|
19K
$2.28M
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
3.14KNew |
$360K - $371K
|
3.14K
$377K
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.88KNew |
$330K - $340K
|
2.88K
$345K
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.73KNew |
$313K - $323K
|
2.73K
$327K
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
2.67KNew |
$306K - $315K
|
2.67K
$320K
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
2.61K+ 4.61% |
$298K - $308K
|
59.1K
$7.09M
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
2.52KNew |
$289K - $298K
|
2.52K
$302K
|
|
May 07, 2025
Q1 2025
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
2.43KNew |
$278K - $287K
|
2.43K
$291K
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
2.41KNew |
$276K - $285K
|
2.41K
$289K
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
2.02KNew |
$231K - $239K
|
2.02K
$242K
|
|
Apr 23, 2025
Q1 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
1.96KNew |
$225K - $232K
|
1.96K
$235K
|
|
Apr 22, 2025
Q1 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
1.94KNew |
$223K - $230K
|
1.94K
$233K
|
|
Aug 27, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
1.8KNew |
$206K - $212K
|
1.8K
$215K
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
1.74KNew |
$199K - $205K
|
1.74K
$208K
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.73KNew |
$198K - $204K
|
1.73K
$207K
|
|
Apr 23, 2025
Q1 2025
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
1.72KNew |
$196K - $203K
|
1.72K
$206K
|