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 24, 2024
Q3 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
12.4K+ 57.2% |
$1.42M - $1.49M
|
34.1K
$4.02M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.64K+ 4.55% |
$991K - $1.04M
|
198K
$23.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
8.4KNew |
$964K - $1.01M
|
8.4K
$989K
|
|
|
Nov 14, 2024
Q3 2024
|
Alpha Square Group S, LLC
New York, NY |
BUY
|
- |
8KNew |
$918K - $962K
|
8K
$942K
|
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
7.89KNew |
$905K - $948K
|
7.89K
$929K
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
7.23KNew |
$830K - $870K
|
7.23K
$852K
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
7.08KNew |
$813K - $852K
|
7.08K
$834K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
7.06KNew |
$810K - $848K
|
7.06K
$831K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
6.66K+ 13.79% |
$764K - $800K
|
54.9K
$6.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
6.39KNew |
$733K - $768K
|
6.39K
$752K
|
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
5.71K+ 5.09% |
$655K - $686K
|
118K
$13.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
5.7KNew |
$654K - $685K
|
5.7K
$671K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
5.39K+ 31.2% |
$618K - $648K
|
22.7K
$2.67M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
4.03KNew |
$463K - $485K
|
4.03K
$475K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
4.01KNew |
$461K - $483K
|
4.01K
$473K
|
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
3.69KNew |
$423K - $443K
|
3.69K
$434K
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
3.16K+ 8.47% |
$363K - $380K
|
40.5K
$4.77M
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
2.97KNew |
$341K - $357K
|
2.97K
$350K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.93K+ 344.35% |
$336K - $352K
|
3.78K
$445K
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.77K+ 53.42% |
$318K - $333K
|
7.96K
$937K
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2.7KNew |
$310K - $325K
|
2.7K
$318K
|
|
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
2.54K+ 1.31% |
$291K - $305K
|
197K
$23.2M
|
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
BUY
|
- |
2.52KNew |
$289K - $303K
|
2.52K
$296K
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
2.3KNew |
$264K - $277K
|
2.3K
$271K
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.2KNew |
$253K - $265K
|
2.2K
$259K
|
|
|
Oct 24, 2024
Q3 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
2.2KNew |
$252K - $265K
|
2.2K
$259K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.06KNew |
$236K - $247K
|
2.06K
$242K
|
|
|
Oct 18, 2024
Q3 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
2KNew |
$230K - $241K
|
2K
$236K
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
BUY
|
- |
1.91KNew |
$219K - $230K
|
1.91K
$225K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
1.89K+ 48.7% |
$217K - $227K
|
5.77K
$680K
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.86KNew |
$214K - $224K
|
1.86K
$220K
|
|
|
Oct 22, 2024
Q3 2024
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
1.86KNew |
$214K - $224K
|
1.86K
$219K
|
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
1.84KNew |
$211K - $222K
|
1.84K
$217K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.82KNew |
$209K - $219K
|
1.82K
$214K
|
|
|
Oct 21, 2024
Q3 2024
|
Tull Financial Group, Inc.
Chesapeake, VA |
BUY
|
- |
1.79KNew |
$206K - $216K
|
1.79K
$211K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.73KNew |
$199K - $208K
|
1.73K
$204K
|
|
|
Oct 15, 2024
Q3 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
1.71KNew |
$196K - $205K
|
1.71K
$201K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.7KNew |
$195K - $204K
|
1.7K
$200K
|
|
|
Nov 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
1.68KNew |
$192K - $202K
|
1.68K
$197K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
1.33KNew |
$152K - $160K
|
1.33K
$156K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
1.12KNew |
$129K - $135K
|
1.12K
$132K
|
|
|
Oct 08, 2024
Q3 2024
|
Sinecera Capital, LLC
|
BUY
|
- |
1K+ 6.66% |
$115K - $120K
|
16K
$1.89M
|
|
|
Oct 17, 2024
Q3 2024
|
Summa Corp.
Tomball, TX |
BUY
|
- |
1K+ 18.62% |
$115K - $120K
|
6.37K
$750K
|
|
|
Nov 07, 2024
Q3 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
919New |
$105K - $110K
|
919
$108K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
818+ 9.11% |
$93.8K - $98.3K
|
9.8K
$1.15M
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
792New |
$90.9K - $95.2K
|
792
$93.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
781+ 18.8% |
$89.6K - $93.9K
|
4.94K
$581K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
744+ 20.94% |
$85.4K - $89.5K
|
4.3K
$506K
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
670New |
$76.9K - $80.6K
|
670
$78.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
637New |
$73.1K - $76.6K
|
637
$75K
|