Latest Institutional Transactions on Ishares Barclays 3 7 Yr Treas (IEI)
This table provides information on the latest institutional transactions involving Ishares Barclays 3 7 Yr Treas (IEI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
372New |
$43.8K - $44.7K
|
372
$44.4K
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
26+ 0.18% |
$3.06K - $3.12K
|
14.7K
$1.76M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
211+ 430.61% |
$24.8K - $25.3K
|
260
$31K
|
|
|
Nov 04, 2025
Q3 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
382+ 4.63% |
$44.9K - $45.9K
|
8.64K
$1.03M
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
1.48KNew |
$174K - $177K
|
1.48K
$176K
|
|
|
Nov 04, 2025
Q3 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
1.5K+ 0.75% |
$176K - $180K
|
202K
$24.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
280+ 63.06% |
$32.9K - $33.6K
|
724
$86.5K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
2KNew |
$235K - $240K
|
2K
$239K
|
|
|
Nov 04, 2025
Q3 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
330+ 0.48% |
$38.8K - $39.6K
|
68.8K
$8.22M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
5.3KNew |
$624K - $637K
|
5.3K
$633K
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
6.63K+ 3.61% |
$780K - $797K
|
191K
$22.8M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.04K+ 5.9% |
$239K - $244K
|
36.5K
$4.36M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
312K+ 9.26% |
$36.7M - $37.4M
|
3.68M
$439M
|
|
|
Nov 04, 2025
Q3 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1.83K- 2.87% |
$215K - $220K
|
61.9K
$7.39M
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-5- 35.71% |
$588 - $600
|
9
$1.07K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
113New |
$13.3K - $13.6K
|
113
$13.5K
|
|
|
Nov 03, 2025
Q3 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
20.8K+ 71.72% |
$2.45M - $2.5M
|
49.9K
$5.96M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
62.2K+ 3.32% |
$7.31M - $7.46M
|
1.94M
$231M
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-17.9K- 19.35% |
$2.1M - $2.15M
|
74.5K
$8.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
4.54K+ 94.36% |
$534K - $545K
|
9.35K
$1.12M
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
8.9K+ 20.91% |
$1.05M - $1.07M
|
51.5K
$6.14M
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-74- 30.2% |
$8.71K - $8.89K
|
171
$20.4K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
20.4K+ 13.2% |
$2.39M - $2.44M
|
175K
$20.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
2.85K+ 1.98% |
$336K - $342K
|
147K
$17.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.07KNew |
$244K - $249K
|
2.07K
$248K
|
|
|
Nov 03, 2025
Q3 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
7.91K+ 9.69% |
$930K - $949K
|
89.5K
$10.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-145- 5.44% |
$17.1K - $17.4K
|
2.52K
$301K
|
|
|
Nov 03, 2025
Q3 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
232+ 5.06% |
$27.3K - $27.9K
|
4.82K
$575K
|
|
|
Nov 03, 2025
Q3 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
5.05K+ 10.26% |
$594K - $606K
|
54.3K
$6.48M
|
|
|
Nov 03, 2025
Q3 2025
|
Arrien Investments, Inc.
Boise, ID |
SELL
|
- |
-345- 10.03% |
$40.6K - $41.4K
|
3.09K
$369K
|
|
|
Nov 03, 2025
Q3 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.01K- 7.31% |
$119K - $121K
|
12.8K
$1.53M
|
|
|
Nov 03, 2025
Q3 2025
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-102- 1.23% |
$12K - $12.2K
|
8.19K
$978K
|
|
|
Nov 03, 2025
Q3 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-2.88K- 35.12% |
$339K - $346K
|
5.32K
$635K
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
350+ 50.14% |
$41.2K - $42K
|
1.05K
$125K
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
73+ 4.06% |
$8.59K - $8.77K
|
1.87K
$224K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-58- 1.33% |
$6.82K - $6.96K
|
4.31K
$514K
|
|
|
Oct 31, 2025
Q3 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-1.83K- 4.87% |
$215K - $219K
|
35.6K
$4.26M
|
|
|
Oct 31, 2025
Q3 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
153+ 8.09% |
$18K - $18.4K
|
2.05K
$244K
|
|
|
Oct 31, 2025
Q3 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
110+ 0.88% |
$12.9K - $13.2K
|
12.6K
$1.51M
|
|
|
Oct 31, 2025
Q3 2025
|
Bam Wealth Management, LLC
Lakewood, CO |
BUY
|
- |
1.84KNew |
$217K - $221K
|
1.84K
$220K
|
|
|
Oct 31, 2025
Q3 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
7.69K+ 10.55% |
$905K - $924K
|
80.6K
$9.62M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
SELL
|
- |
-7.63K- 42.69% |
$898K - $916K
|
10.2K
$1.22M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
329+ 55.11% |
$38.7K - $39.5K
|
926
$111K
|
|
|
Oct 31, 2025
Q3 2025
|
James Investment Research Inc
|
BUY
|
- |
285+ 0.48% |
$33.5K - $34.2K
|
59.5K
$7.1M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
26+ 1.37% |
$3.06K - $3.12K
|
1.93K
$230K
|
|
|
Oct 31, 2025
Q3 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
17.4K+ 7.73% |
$2.05M - $2.09M
|
243K
$29M
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
570+ 0.41% |
$67.1K - $68.4K
|
138K
$16.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-99- 5.0% |
$11.6K - $11.9K
|
1.88K
$225K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-156- 4.39% |
$18.4K - $18.7K
|
3.4K
$406K
|
|
|
Oct 30, 2025
Q3 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-85- 40.09% |
$10K - $10.2K
|
127
$15.2K
|
|