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 |
---|---|---|---|---|---|---|---|
Oct 17, 2022
Q3 2022
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-568- 16.78% |
$64.4K - $68.9K
|
2.82K
$327K
|
|
Nov 14, 2022
Q3 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-243- 10.68% |
$27.5K - $29.5K
|
2.03K
$236K
|
|
Oct 31, 2022
Q3 2022
|
First Farmers & Merchants Bank
|
SELL
|
- |
-112- 2.04% |
$12.7K - $13.6K
|
5.37K
$623K
|
|
Nov 14, 2022
Q3 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-73- 4.33% |
$8.27K - $8.85K
|
1.61K
$187K
|
|
Oct 21, 2022
Q3 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-55- 2.79% |
$6.23K - $6.67K
|
1.92K
$223K
|
|
Oct 14, 2022
Q3 2022
|
Baldwin Brothers LLC
|
SELL
|
- |
-24- 22.02% |
$2.72K - $2.91K
|
85
$9.86K
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-14- 3.63% |
$1.59K - $1.7K
|
372
$43.2K
|
|
Oct 25, 2022
Q3 2022
|
New Square Capital LLC
|
SELL
|
- |
-7- 30.43% |
$793 - $849
|
16
$1.86K
|
|
Nov 07, 2022
Q3 2022
|
Tevis Investment Management
|
SELL
|
- |
-3- 2.1% |
$340 - $364
|
140
$16.2K
|
|
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
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-174KClosed |
$20.2M - $21.1M
|
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
$7.66K
|
|
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
$2.38M
|
|
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
$497K
|
|
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
|
|
Aug 10, 2022
Q2 2022
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-1.7KClosed |
$198K - $206K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.69KClosed |
$196K - $205K
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-1.69KClosed |
$196K - $205K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-1.67KClosed |
$194K - $203K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
SELL
|
- |
-1.18KClosed |
$137K - $143K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-1.15K- 40.12% |
$134K - $140K
|
1.72K
$200K
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-829Closed |
$96.4K - $101K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-492Closed |
$57.2K - $59.7K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-466- 91.91% |
$54.2K - $56.6K
|
41
$4.76K
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-378Closed |
$43.9K - $45.9K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Altfest L J & CO Inc
|
SELL
|
- |
-345- 13.89% |
$40.1K - $41.9K
|
2.14K
$248K
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-200Closed |
$23.2K - $24.3K
|
0
$0
|