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 |
---|---|---|---|---|---|---|---|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
1.69KNew |
$194K - $200K
|
1.69K
$203K
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
1.29K+ 5.45% |
$148K - $153K
|
25K
$3M
|
|
May 14, 2025
Q1 2025
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
902New |
$103K - $107K
|
902
$108K
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
857New |
$98.2K - $101K
|
857
$103K
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
698New |
$80K - $82.5K
|
698
$83.6K
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
623+ 14.65% |
$71.4K - $73.6K
|
4.88K
$584K
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
521+ 21.59% |
$59.7K - $61.6K
|
2.93K
$352K
|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
397+ 389.22% |
$45.5K - $46.9K
|
499
$59.8K
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
307New |
$35.2K - $36.3K
|
307
$36.8K
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
263+ 487.04% |
$30.1K - $31.1K
|
317
$38K
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
199New |
$22.8K - $23.5K
|
199
$23.8K
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
196New |
$22.5K - $23.2K
|
196
$23.5K
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
193+ 4.77% |
$22.1K - $22.8K
|
4.24K
$508K
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
180+ 9.14% |
$20.6K - $21.3K
|
2.15K
$258K
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
165New |
$18.9K - $19.5K
|
165
$19.8K
|
|
Apr 21, 2025
Q1 2025
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
149+ 5.13% |
$17.1K - $17.6K
|
3.05K
$366K
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
136New |
$15.6K - $16.1K
|
136
$16.3K
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
128New |
$14.7K - $15.1K
|
128
$15.3K
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
91+ 126.39% |
$10.4K - $10.8K
|
163
$19.5K
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
72New |
$8.25K - $8.51K
|
72
$8.63K
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
66New |
$7.56K - $7.8K
|
66
$7.91K
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
57New |
$6.53K - $6.73K
|
57
$6.83K
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
51New |
$5.84K - $6.03K
|
51
$6.11K
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
40New |
$4.58K - $4.73K
|
40
$4.79K
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
35+ 6.57% |
$4.01K - $4.13K
|
568
$68.1K
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
35New |
$4.01K - $4.13K
|
35
$4.19K
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
33New |
$3.78K - $3.9K
|
33
$3.95K
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
30+ 0.87% |
$3.44K - $3.54K
|
3.49K
$418K
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
24+ 4.31% |
$2.75K - $2.84K
|
581
$69.6K
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
21New |
$2.41K - $2.48K
|
21
$2.52K
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
19New |
$2.18K - $2.24K
|
19
$2.28K
|
|
Jul 15, 2025
Q1 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
19+ 0.17% |
$2.18K - $2.24K
|
11.2K
$1.35M
|
|
Apr 16, 2025
Q1 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
12+ 0.4% |
$1.37K - $1.42K
|
3.01K
$361K
|
|
May 12, 2025
Q1 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
8New |
$917 - $945
|
8
$959
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
3+ 0.39% |
$344 - $354
|
768
$92K
|
|
Q4 2024 | |||||||
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
240KNew |
$27.6M - $28.7M
|
240K
$28.7M
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
CALL |
135KNew |
$15.5M - $16.1M
|
135K
$16.2M
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
35.5K+ 31.77% |
$4.08M - $4.24M
|
147K
$17.6M
|
|
Jan 28, 2025
Q4 2024
|
Gunma Bank,Ltd.
|
BUY
|
- |
20K+ 15.38% |
$2.3M - $2.39M
|
150K
$18M
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
14.6KNew |
$1.68M - $1.74M
|
14.6K
$1.75M
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
9.27KNew |
$1.07M - $1.11M
|
9.27K
$1.11M
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
8.51K+ 272.23% |
$979K - $1.02M
|
11.6K
$1.39M
|
|
Apr 07, 2025
Q4 2024
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
BUY
|
- |
7.5KNew |
$863K - $897K
|
7.5K
$899K
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
5.33KNew |
$614K - $638K
|
5.33K
$639K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
4.86K+ 10.92% |
$559K - $580K
|
49.3K
$5.91M
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
4.43KNew |
$510K - $530K
|
4.43K
$531K
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
4.18K+ 14.42% |
$481K - $499K
|
33.1K
$3.97M
|
|
Aug 29, 2025
Q4 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
3.82K+ 8.56% |
$439K - $457K
|
48.4K
$5.8M
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3.27KNew |
$376K - $391K
|
3.27K
$392K
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
3.04KNew |
$350K - $363K
|
3.04K
$364K
|