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 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-21- 2.68% |
$2.36K - $2.45K
|
762
$90.2K
|
|
Q3 2022 | |||||||
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-170K- 98.91% |
$19.2M - $20.6M
|
1.86K
$221K
|
|
Oct 14, 2022
Q3 2022
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-124K- 67.02% |
$14M - $15M
|
60.9K
$7.21M
|
|
Oct 13, 2022
Q3 2022
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-82.9KClosed |
$9.4M - $10.1M
|
0
$0
|
|
May 20, 2025
Q3 2022
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-27.1K- 80.69% |
$3.07M - $3.29M
|
6.49K
$768K
|
|
Nov 14, 2022
Q3 2022
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-8.46K- 80.13% |
$959K - $1.03M
|
2.1K
$248K
|
|
Mar 11, 2024
Q3 2022
|
Nepc LLC
Boston, MA |
SELL
|
- |
-8.32KClosed |
$943K - $1.01M
|
0
$0
|
|
Oct 19, 2022
Q3 2022
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
SELL
|
- |
-7.45KClosed |
$845K - $904K
|
0
$0
|
|
Nov 02, 2022
Q3 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-5.23KClosed |
$593K - $635K
|
0
$0
|
|
Oct 14, 2022
Q3 2022
|
Flc Capital Advisors
|
SELL
|
- |
-3.96K- 60.49% |
$449K - $480K
|
2.59K
$306K
|
|
Nov 10, 2022
Q3 2022
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-1.96KClosed |
$222K - $237K
|
0
$0
|
|
Oct 03, 2022
Q3 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-1.86KClosed |
$211K - $226K
|
0
$0
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-1.81K- 89.52% |
$205K - $220K
|
212
$25.1K
|
|
Oct 14, 2022
Q3 2022
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-898- 3.66% |
$102K - $109K
|
23.6K
$2.8M
|
|
Oct 17, 2022
Q3 2022
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-568- 16.78% |
$64.4K - $68.9K
|
2.82K
$333K
|
|
Nov 14, 2022
Q3 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-243- 10.68% |
$27.5K - $29.5K
|
2.03K
$241K
|
|
Oct 31, 2022
Q3 2022
|
First Farmers & Merchants Bank
|
SELL
|
- |
-112- 2.04% |
$12.7K - $13.6K
|
5.37K
$635K
|
|
Nov 14, 2022
Q3 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-73- 4.33% |
$8.27K - $8.85K
|
1.61K
$191K
|
|
Oct 21, 2022
Q3 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-55- 2.79% |
$6.23K - $6.67K
|
1.92K
$227K
|
|
Oct 14, 2022
Q3 2022
|
Baldwin Brothers LLC
|
SELL
|
- |
-24- 22.02% |
$2.72K - $2.91K
|
85
$10.1K
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-14- 3.63% |
$1.59K - $1.7K
|
372
$44K
|
|
Nov 07, 2022
Q3 2022
|
Tevis Investment Management
|
SELL
|
- |
-3- 2.1% |
$340 - $364
|
140
$16.6K
|
|
Q2 2022 | |||||||
Jun 16, 2023
Q2 2022
|
Kensington Asset Management, LLC
Austin, TX |
SELL
|
- |
-369KClosed |
$42.9M - $44.8M
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-369KClosed |
$42.9M - $44.8M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Edenbrook Capital, LLC
Mount Kisco, NY |
SELL
|
CALL |
-100KClosed |
$11.6M - $12.1M
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Peak Financial Advisors LLC
|
SELL
|
- |
-30KClosed |
$3.48M - $3.64M
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Avalon Advisory Group
Wexford, PA |
SELL
|
- |
-25.9KClosed |
$3.01M - $3.15M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-25.4KClosed |
$2.95M - $3.08M
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-19.6KClosed |
$2.28M - $2.38M
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-19.5KClosed |
$2.26M - $2.36M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Discovery Capital Management, LLC
South Norwalk, CT |
SELL
|
- |
-18.3KClosed |
$2.12M - $2.22M
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-16KClosed |
$1.87M - $1.95M
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-8.28KClosed |
$962K - $1.01M
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-7.15KClosed |
$831K - $868K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-7.08K- 99.08% |
$823K - $859K
|
66
$7.81K
|
|
Aug 12, 2022
Q2 2022
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-6.6KClosed |
$768K - $802K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-4.18K- 16.94% |
$486K - $507K
|
20.5K
$2.43M
|
|
Aug 03, 2022
Q2 2022
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-4.13KClosed |
$480K - $501K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-4.01KClosed |
$466K - $487K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-3.61KClosed |
$420K - $438K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-3.3KClosed |
$384K - $401K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-3.26KClosed |
$379K - $395K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Hoyle Cohen, LLC
|
SELL
|
- |
-3.02KClosed |
$351K - $366K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Cadinha & CO LLC
|
SELL
|
- |
-3K- 41.17% |
$348K - $364K
|
4.28K
$507K
|
|
Aug 10, 2022
Q2 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-2.89KClosed |
$336K - $351K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-2.74KClosed |
$319K - $333K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-2.67KClosed |
$311K - $325K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Hudson Capital Management LLC
|
SELL
|
- |
-2.15KClosed |
$250K - $261K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Novare Capital Management LLC
|
SELL
|
- |
-2.11KClosed |
$245K - $256K
|
0
$0
|
|
Aug 24, 2022
Q2 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-1.71KClosed |
$199K - $208K
|
0
$0
|