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 |
---|---|---|---|---|---|---|---|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
15+ 0.3% |
$1.72K - $1.77K
|
5.09K
$602K
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
14+ 3.71% |
$1.6K - $1.65K
|
391
$46.3K
|
|
Apr 29, 2025
Q1 2025
|
Timber Creek Capital Management LLC
|
BUY
|
- |
14+ 0.2% |
$1.6K - $1.65K
|
7.1K
$840K
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
13+ 3.81% |
$1.49K - $1.54K
|
354
$41.9K
|
|
Apr 16, 2025
Q1 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
12+ 0.4% |
$1.37K - $1.42K
|
3.01K
$357K
|
|
May 12, 2025
Q1 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
8New |
$917 - $945
|
8
$947
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
7+ 0.1% |
$802 - $827
|
6.68K
$791K
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
5+ 0.91% |
$573 - $591
|
554
$65.6K
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
3+ 0.48% |
$344 - $354
|
628
$74.3K
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
3+ 0.39% |
$344 - $354
|
768
$90.9K
|
|
May 14, 2025
Q1 2025
|
Unconventional Investor, LLC
|
BUY
|
- |
2+ 0.07% |
$229 - $236
|
2.79K
$330K
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
2+ 0.54% |
$229 - $236
|
372
$44K
|
|
Q4 2024 | |||||||
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
285K+ 259380.91% |
$32.8M - $34.1M
|
285K
$33.8M
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
240KNew |
$27.6M - $28.7M
|
240K
$28.4M
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
CALL |
135KNew |
$15.5M - $16.1M
|
135K
$16M
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
58.1KNew |
$6.69M - $6.94M
|
58.1K
$6.88M
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
35.5K+ 31.77% |
$4.08M - $4.24M
|
147K
$17.4M
|
|
Jan 28, 2025
Q4 2024
|
Gunma Bank,Ltd.
|
BUY
|
- |
20K+ 15.38% |
$2.3M - $2.39M
|
150K
$17.8M
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
19.5K+ 18.83% |
$2.25M - $2.34M
|
123K
$14.6M
|
|
May 30, 2025
Q4 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
15.9K+ 6.43% |
$1.84M - $1.91M
|
264K
$31.3M
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
14.6KNew |
$1.68M - $1.74M
|
14.6K
$1.72M
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
9.27KNew |
$1.07M - $1.11M
|
9.27K
$1.1M
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
8.51K+ 272.23% |
$979K - $1.02M
|
11.6K
$1.38M
|
|
Apr 07, 2025
Q4 2024
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
BUY
|
- |
7.5KNew |
$863K - $897K
|
7.5K
$888K
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
5.33KNew |
$614K - $638K
|
5.33K
$631K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
4.86K+ 10.92% |
$559K - $580K
|
49.3K
$5.84M
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
4.63KNew |
$533K - $553K
|
4.63K
$548K
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
4.43KNew |
$510K - $530K
|
4.43K
$525K
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
4.18K+ 14.42% |
$481K - $499K
|
33.1K
$3.92M
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
3.32K+ 1.75% |
$382K - $397K
|
193K
$22.9M
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3.27KNew |
$376K - $391K
|
3.27K
$387K
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
3.04KNew |
$350K - $363K
|
3.04K
$360K
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
2.3KNew |
$264K - $274K
|
2.3K
$272K
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
2.21KNew |
$255K - $265K
|
2.21K
$262K
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
2.08KNew |
$240K - $249K
|
2.08K
$246K
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
2.05KNew |
$236K - $245K
|
2.05K
$242K
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
2.01K+ 6.08% |
$232K - $241K
|
35.1K
$4.15M
|
|
Feb 18, 2025
Q4 2024
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
1.98KNew |
$228K - $237K
|
1.98K
$234K
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
1.89KNew |
$217K - $226K
|
1.89K
$223K
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.02K+ 50.65% |
$117K - $122K
|
3.03K
$358K
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
800+ 32.45% |
$92.1K - $95.6K
|
3.27K
$386K
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
658+ 1.62% |
$75.7K - $78.7K
|
41.3K
$4.89M
|
|
Jan 24, 2025
Q4 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
534New |
$61.5K - $63.8K
|
534
$63.2K
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
500+ 18.37% |
$57.5K - $59.8K
|
3.22K
$381K
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
404+ 2693.33% |
$46.5K - $48.3K
|
419
$49.6K
|
|
Feb 14, 2025
Q4 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
339+ 150.0% |
$39K - $40.5K
|
565
$66.9K
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
272+ 24.57% |
$31.3K - $32.5K
|
1.38K
$163K
|
|
Jan 27, 2025
Q4 2024
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
235+ 4.67% |
$27K - $28.1K
|
5.27K
$623K
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
235New |
$27K - $28.1K
|
235
$27.8K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
172+ 2.63% |
$19.8K - $20.6K
|
6.71K
$794K
|