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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-285- 5.36% |
$33.5K - $34.2K
|
5.03K
$600K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-12- 0.16% |
$1.41K - $1.44K
|
7.35K
$878K
|
|
|
Oct 30, 2025
Q3 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-965- 20.23% |
$114K - $116K
|
3.81K
$454K
|
|
|
Oct 30, 2025
Q3 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-4.11K- 2.05% |
$484K - $494K
|
197K
$23.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-3.16K- 28.52% |
$371K - $379K
|
7.91K
$945K
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
47.1K+ 6.0% |
$5.54M - $5.66M
|
832K
$99.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-9.57K- 0.91% |
$1.13M - $1.15M
|
1.05M
$125M
|
|
|
Oct 30, 2025
Q3 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
11+ 23.91% |
$1.29K - $1.32K
|
57
$6.81K
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
3.26K+ 14.46% |
$384K - $392K
|
25.8K
$3.08M
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
20+ 0.88% |
$2.35K - $2.4K
|
2.28K
$273K
|
|
|
Oct 30, 2025
Q3 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
10.2K+ 6.45% |
$1.2M - $1.23M
|
169K
$20.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-13.1K- 34.19% |
$1.54M - $1.57M
|
25.1K
$3M
|
|
|
Oct 30, 2025
Q3 2025
|
Orion Capital Management LLC
|
BUY
|
- |
28New |
$3.29K - $3.36K
|
28
$3.34K
|
|
|
Oct 29, 2025
Q3 2025
|
Bank Hapoalim Bm
|
BUY
|
- |
51+ 0.38% |
$6K - $6.12K
|
13.6K
$1.62M
|
|
|
Oct 29, 2025
Q3 2025
|
Smithbridge Asset Management Inc
|
BUY
|
- |
7.19KNew |
$846K - $863K
|
7.19K
$859K
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-472- 99.58% |
$55.5K - $56.7K
|
2
$239
|
|
|
Oct 29, 2025
Q3 2025
|
Tred Avon Family Wealth, LLC
Easton, MD |
BUY
|
- |
10.4KNew |
$1.22M - $1.25M
|
10.4K
$1.24M
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
SELL
|
- |
-1.22K- 0.87% |
$143K - $146K
|
138K
$16.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
2.76KNew |
$324K - $331K
|
2.76K
$329K
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
33.3KNew |
$3.92M - $4M
|
33.3K
$3.98M
|
|
|
Oct 29, 2025
Q3 2025
|
Element Wealth, LLC
|
SELL
|
- |
-400- 9.0% |
$47.1K - $48K
|
4.05K
$483K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-467- 9.89% |
$54.9K - $56.1K
|
4.26K
$508K
|
|
|
Oct 29, 2025
Q3 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
407+ 13.37% |
$47.9K - $48.9K
|
3.45K
$412K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-1- 0.05% |
$118 - $120
|
2.13K
$254K
|
|
|
Oct 29, 2025
Q3 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
325K+ 120.8% |
$38.2M - $39M
|
593K
$70.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
10.2KNew |
$1.2M - $1.23M
|
10.2K
$1.22M
|
|
|
Oct 29, 2025
Q3 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-736- 19.24% |
$86.6K - $88.4K
|
3.09K
$369K
|
|
|
Oct 28, 2025
Q3 2025
|
Koa Wealth Management, LLC
Encinitas, CA |
BUY
|
- |
6.26KNew |
$736K - $751K
|
6.26K
$747K
|
|
|
Oct 28, 2025
Q3 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
25New |
$2.94K - $3K
|
25
$2.99K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
25.7K+ 33.87% |
$3.03M - $3.09M
|
102K
$12.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
7+ 0.06% |
$824 - $841
|
11.7K
$1.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1+ 0.97% |
$118 - $120
|
104
$12.4K
|
|
|
Oct 28, 2025
Q3 2025
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-7.82K- 20.72% |
$920K - $939K
|
29.9K
$3.57M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-770- 1.48% |
$90.6K - $92.5K
|
51.1K
$6.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-13.1K- 12.8% |
$1.54M - $1.57M
|
89.2K
$10.6M
|
|
|
Oct 28, 2025
Q3 2025
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-3.11K- 1.98% |
$366K - $374K
|
154K
$18.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-219- 95.63% |
$25.8K - $26.3K
|
10
$1.19K
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.58K+ 1.16% |
$185K - $189K
|
137K
$16.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
132K+ 20.71% |
$15.6M - $15.9M
|
771K
$92M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.85KNew |
$571K - $583K
|
4.85K
$580K
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
SELL
|
- |
-10- 0.37% |
$1.18K - $1.2K
|
2.71K
$324K
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
40+ 1.01% |
$4.71K - $4.8K
|
4K
$477K
|
|
|
Oct 28, 2025
Q3 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-120- 5.01% |
$14.1K - $14.4K
|
2.28K
$272K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
217K+ 13.8% |
$25.5M - $26M
|
1.79M
$213M
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
616+ 108.45% |
$72.5K - $74K
|
1.18K
$141K
|
|
|
Oct 27, 2025
Q3 2025
|
First United Bank & Trust
|
SELL
|
- |
-635- 14.04% |
$74.7K - $76.3K
|
3.89K
$464K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-421- 3.0% |
$49.5K - $50.6K
|
13.6K
$1.63M
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
55K+ 15.48% |
$6.47M - $6.6M
|
410K
$49M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.65K+ 5.37% |
$312K - $318K
|
52.1K
$6.22M
|
|
|
Oct 27, 2025
Q3 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1.64K+ 53.27% |
$193K - $197K
|
4.71K
$562K
|
|