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 |
---|---|---|---|---|---|---|---|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-274- 90.13% |
$31.5K - $32.2K
|
30
$3.54K
|
|
May 01, 2024
Q1 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-256- 11.52% |
$29.4K - $30.1K
|
1.97K
$232K
|
|
May 02, 2024
Q1 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-252- 26.53% |
$29K - $29.6K
|
698
$82.3K
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-234- 6.47% |
$26.9K - $27.5K
|
3.39K
$399K
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-221- 10.47% |
$25.4K - $26K
|
1.89K
$223K
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-196- 73.68% |
$22.5K - $23K
|
70
$8.26K
|
|
May 13, 2024
Q1 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-184- 3.79% |
$21.2K - $21.6K
|
4.67K
$551K
|
|
Apr 11, 2024
Q1 2024
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-178- 7.05% |
$20.5K - $20.9K
|
2.35K
$277K
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-175- 0.35% |
$20.1K - $20.6K
|
50.2K
$5.92M
|
|
Apr 30, 2024
Q1 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-148- 5.04% |
$17K - $17.4K
|
2.79K
$329K
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-144- 55.38% |
$16.6K - $16.9K
|
116
$13.7K
|
|
Apr 29, 2024
Q1 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-115- 76.67% |
$13.2K - $13.5K
|
35
$4.13K
|
|
Apr 16, 2024
Q1 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-110- 18.74% |
$12.6K - $12.9K
|
477
$56.3K
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-100- 19.05% |
$11.5K - $11.8K
|
425
$50.1K
|
|
Apr 17, 2024
Q1 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-70- 3.0% |
$8.05K - $8.23K
|
2.27K
$267K
|
|
May 09, 2024
Q1 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-63- 12.8% |
$7.24K - $7.41K
|
429
$50.6K
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-57- 8.06% |
$6.55K - $6.7K
|
650
$76.7K
|
|
May 03, 2024
Q1 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-42- 1.24% |
$4.83K - $4.94K
|
3.35K
$395K
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-26- 16.99% |
$2.99K - $3.06K
|
127
$15K
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-4- 8.89% |
$460 - $470
|
41
$4.84K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-100K- 31.82% |
$11.2M - $11.8M
|
215K
$25.3M
|
|
Jan 30, 2024
Q4 2023
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-25.7K- 99.55% |
$2.87M - $3.02M
|
117
$13.8K
|
|
Jan 22, 2024
Q4 2023
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-24K- 61.72% |
$2.67M - $2.81M
|
14.9K
$1.75M
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-14.6K- 81.48% |
$1.63M - $1.71M
|
3.32K
$391K
|
|
Feb 14, 2024
Q4 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-10.7K- 50.71% |
$1.19M - $1.26M
|
10.4K
$1.23M
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-9.52K- 66.1% |
$1.06M - $1.12M
|
4.88K
$576K
|
|
Jan 25, 2024
Q4 2023
|
Ma Private Wealth
|
SELL
|
- |
-3.18K- 14.11% |
$355K - $373K
|
19.4K
$2.28M
|
|
Jan 29, 2024
Q4 2023
|
Highview Capital Management LLC
|
SELL
|
- |
-2.9K- 3.54% |
$323K - $340K
|
79K
$9.32M
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-2.83K- 93.46% |
$316K - $332K
|
198
$23.4K
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.2K- 84.45% |
$133K - $140K
|
220
$25.9K
|
|
Feb 12, 2024
Q4 2023
|
Rice Partnership, LLC
|
SELL
|
- |
-1.16K- 91.47% |
$129K - $136K
|
108
$12.7K
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
SELL
|
- |
-1K- 35.71% |
$112K - $117K
|
1.8K
$212K
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-880- 55.35% |
$98.2K - $103K
|
710
$83.7K
|
|
Feb 08, 2024
Q4 2023
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-743- 31.19% |
$82.9K - $87.2K
|
1.64K
$193K
|
|
Jan 09, 2024
Q4 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-640- 25.03% |
$71.4K - $75.1K
|
1.92K
$226K
|
|
Feb 08, 2024
Q4 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-600- 7.06% |
$67K - $70.4K
|
7.9K
$932K
|
|
Feb 09, 2024
Q4 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-354- 15.97% |
$39.5K - $41.5K
|
1.86K
$220K
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-319- 0.47% |
$35.6K - $37.4K
|
68K
$8.02M
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-278- 3.65% |
$31K - $32.6K
|
7.34K
$866K
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-250- 11.63% |
$27.9K - $29.3K
|
1.9K
$224K
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-219- 17.37% |
$24.4K - $25.7K
|
1.04K
$123K
|
|
Jan 25, 2024
Q4 2023
|
Peoples Bank
|
SELL
|
- |
-215- 2.27% |
$24K - $25.2K
|
9.26K
$1.09M
|
|
Feb 01, 2024
Q4 2023
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-210- 8.58% |
$23.4K - $24.6K
|
2.24K
$264K
|
|
Jan 25, 2024
Q4 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-201- 66.34% |
$22.4K - $23.6K
|
102
$12K
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-190- 8.1% |
$21.2K - $22.3K
|
2.16K
$254K
|
|
Feb 06, 2024
Q4 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-156- 25.74% |
$17.4K - $18.3K
|
450
$53.1K
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-151- 3.22% |
$16.9K - $17.7K
|
4.53K
$535K
|
|
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
$19.7K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-58- 41.43% |
$6.47K - $6.81K
|
82
$9.67K
|