Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-190- 8.1% |
$21.2K - $22.3K
|
2.16K
$258K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-118Closed |
$13.2K - $13.8K
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-85- 33.73% |
$9.49K - $9.98K
|
167
$20K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-58- 41.43% |
$6.47K - $6.81K
|
82
$9.83K
|
|
|
Jan 25, 2024
Q4 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-31- 1.67% |
$3.46K - $3.64K
|
1.82K
$219K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-241K- 100.0% |
$27.2M - $28M
|
11
$1.32K
|
|
|
Oct 23, 2023
Q3 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-141K- 96.78% |
$15.9M - $16.3M
|
4.68K
$560K
|
|
|
Nov 14, 2023
Q3 2023
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
PUT |
-106K- 42.04% |
$12M - $12.3M
|
146K
$17.5M
|
|
|
Oct 27, 2023
Q3 2023
|
Ing Groep Nv
|
SELL
|
- |
-80.2K- 52.83% |
$9.04M - $9.31M
|
71.6K
$8.58M
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-5.18K- 1.81% |
$584K - $601K
|
280K
$33.6M
|
|
|
Oct 27, 2023
Q3 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-3.92K- 2.87% |
$442K - $455K
|
133K
$15.9M
|
|
|
Nov 02, 2023
Q3 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-3.03K- 60.54% |
$342K - $352K
|
1.98K
$237K
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-2.89K- 12.89% |
$326K - $336K
|
19.5K
$2.34M
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-1.9K- 6.12% |
$214K - $221K
|
29.2K
$3.5M
|
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-1.37K- 34.01% |
$155K - $159K
|
2.66K
$319K
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1K- 25.15% |
$113K - $117K
|
2.99K
$358K
|
|
|
Oct 25, 2023
Q3 2023
|
Ferguson Shapiro LLC
|
SELL
|
- |
-647- 23.38% |
$73K - $75.1K
|
2.12K
$254K
|
|
|
Oct 11, 2023
Q3 2023
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-629- 21.06% |
$70.9K - $73.1K
|
2.36K
$282K
|
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-603- 23.66% |
$68K - $70K
|
1.95K
$233K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-510- 1.47% |
$57.5K - $59.2K
|
34.2K
$4.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Seven One Seven Capital Management
Lancaster, PA |
SELL
|
- |
-119- 1.0% |
$13.4K - $13.8K
|
11.8K
$1.41M
|
|
|
Oct 31, 2023
Q3 2023
|
Triumph Capital Management
|
SELL
|
- |
-91- 4.83% |
$10.3K - $10.6K
|
1.79K
$215K
|
|
|
Oct 05, 2023
Q3 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-75- 1.02% |
$8.46K - $8.71K
|
7.25K
$869K
|
|
|
Oct 19, 2023
Q3 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-56- 2.42% |
$6.31K - $6.5K
|
2.26K
$271K
|
|
|
Nov 07, 2023
Q3 2023
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-13- 0.32% |
$1.47K - $1.51K
|
4.09K
$490K
|
|
|
May 07, 2025
Q3 2023
|
Mb, Levis & Associates, LLC
Center Valley, PA |
SELL
|
- |
-10- 16.67% |
$1.13K - $1.16K
|
50
$5.99K
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-9- 20.93% |
$1.01K - $1.05K
|
34
$4.07K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
SELL
|
- |
-450K- 97.97% |
$51.8M - $53.5M
|
9.3K
$1.11M
|
|
|
Aug 17, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-270K- 99.13% |
$31.1M - $32.1M
|
2.37K
$284K
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-16.5K- 2.63% |
$1.91M - $1.97M
|
611K
$73.3M
|
|
|
Jul 20, 2023
Q2 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-4.01K- 68.73% |
$462K - $477K
|
1.82K
$218K
|
|
|
Aug 03, 2023
Q2 2023
|
Simmons Bank
|
SELL
|
- |
-3.07K- 53.41% |
$354K - $365K
|
2.68K
$321K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-1.82K- 2.94% |
$210K - $217K
|
60.1K
$7.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.55K- 37.42% |
$179K - $185K
|
2.6K
$311K
|
|
|
Jul 13, 2023
Q2 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-1.01K- 9.3% |
$116K - $120K
|
9.81K
$1.18M
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-835- 25.39% |
$96.2K - $99.4K
|
2.45K
$294K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-739- 11.58% |
$85.2K - $88K
|
5.64K
$676K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-278- 86.6% |
$32K - $33.1K
|
43
$5.15K
|
|
|
Jul 13, 2023
Q2 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-180- 24.83% |
$20.7K - $21.4K
|
545
$65.3K
|
|
|
Jul 19, 2023
Q2 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-54- 50.0% |
$6.22K - $6.43K
|
54
$6.47K
|
|
|
Jul 26, 2023
Q2 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-42- 1.36% |
$4.84K - $5K
|
3.04K
$364K
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-22Closed |
$2.54K - $2.62K
|
0
$0
|
|
|
Jul 20, 2023
Q2 2023
|
St. James Investment Company, LLC
|
SELL
|
- |
-10- 0.14% |
$1.15K - $1.19K
|
6.98K
$836K
|
|
| Q1 2023 | |||||||
|
Nov 27, 2024
Q1 2023
|
Carrhae Capital LLP
London, X0 |
SELL
|
- |
-37.9KClosed |
$4.3M - $4.49M
|
0
$0
|
|
|
Apr 26, 2023
Q1 2023
|
Slow Capital, Inc.
|
SELL
|
- |
-29.5K- 96.55% |
$3.35M - $3.49M
|
1.06K
$126K
|
|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-13.5KClosed |
$1.53M - $1.6M
|
0
$0
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-11.2K- 36.82% |
$1.27M - $1.32M
|
19.2K
$2.3M
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-3.6K- 75.0% |
$409K - $426K
|
1.2K
$144K
|
|
|
Apr 27, 2023
Q1 2023
|
Mackay Shields LLC
|
SELL
|
- |
-3.11K- 50.24% |
$353K - $368K
|
3.08K
$369K
|
|
|
May 05, 2023
Q1 2023
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-2.84K- 25.78% |
$322K - $336K
|
8.16K
$978K
|
|