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, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-329- 5.0% |
$37.7K - $39.6K
|
6.26K
$727K
|
|
|
Oct 30, 2024
Q3 2024
|
Divergent Wealth Advisors
|
BUY
|
- |
365+ 1.2% |
$41.9K - $43.9K
|
30.8K
$3.58M
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-524- 74.33% |
$60.1K - $63K
|
181
$21K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.7KNew |
$195K - $204K
|
1.7K
$197K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
55New |
$6.31K - $6.61K
|
55
$6.39K
|
|
|
Oct 30, 2024
Q3 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
68.4KNew |
$7.84M - $8.22M
|
68.4K
$7.94M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-118- 4.26% |
$13.5K - $14.2K
|
2.65K
$308K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
BUY
|
- |
159+ 0.8% |
$18.2K - $19.1K
|
20.1K
$2.34M
|
|
|
Oct 29, 2024
Q3 2024
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-16- 0.63% |
$1.84K - $1.92K
|
2.54K
$295K
|
|
|
Oct 29, 2024
Q3 2024
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-1.95K- 2.94% |
$224K - $234K
|
64.4K
$7.48M
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
BUY
|
- |
7+ 0.28% |
$803 - $842
|
2.55K
$296K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-34- 15.6% |
$3.9K - $4.09K
|
184
$21.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-203- 6.33% |
$23.3K - $24.4K
|
3K
$349K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
17K+ 31.54% |
$1.95M - $2.04M
|
70.9K
$8.23M
|
|
|
Oct 28, 2024
Q3 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
4.83K+ 5.31% |
$554K - $581K
|
95.8K
$11.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-221K- 52.32% |
$25.3M - $26.6M
|
201K
$23.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
68+ 80.0% |
$7.8K - $8.18K
|
153
$17.8K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
23.9K+ 12.17% |
$2.75M - $2.88M
|
221K
$25.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Adams Wealth Management
|
SELL
|
- |
-24- 0.72% |
$2.75K - $2.89K
|
3.33K
$386K
|
|
|
Oct 28, 2024
Q3 2024
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-24- 0.72% |
$2.75K - $2.89K
|
3.33K
$386K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
275+ 15.64% |
$31.6K - $33.1K
|
2.03K
$236K
|
|
|
Oct 28, 2024
Q3 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-414- 18.97% |
$47.5K - $49.8K
|
1.77K
$205K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.15K- 74.74% |
$476K - $499K
|
1.4K
$163K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-5.62K- 98.79% |
$645K - $676K
|
69
$8.01K
|
|
|
Oct 25, 2024
Q3 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-1.39K- 4.94% |
$159K - $167K
|
26.7K
$3.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
625New |
$71.7K - $75.1K
|
625
$72.6K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.32K- 3.76% |
$151K - $158K
|
33.7K
$3.91M
|
|
|
Oct 24, 2024
Q3 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
2.2KNew |
$252K - $265K
|
2.2K
$255K
|
|
|
Oct 24, 2024
Q3 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
20+ 0.79% |
$2.29K - $2.4K
|
2.54K
$295K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.82KNew |
$209K - $219K
|
1.82K
$211K
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-10.5K- 22.62% |
$1.2M - $1.26M
|
35.8K
$4.15M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
637New |
$73.1K - $76.6K
|
637
$74K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
151New |
$17.3K - $18.2K
|
151
$17.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-1.6K- 1.96% |
$184K - $192K
|
80.2K
$9.31M
|
|
|
Oct 24, 2024
Q3 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
12.4K+ 57.2% |
$1.42M - $1.49M
|
34.1K
$3.96M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.98KNew |
$342K - $359K
|
2.98K
$346K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-7- 3.18% |
$803 - $842
|
213
$24.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
670New |
$76.9K - $80.6K
|
670
$77.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-944- 7.45% |
$108K - $113K
|
11.7K
$1.36M
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
185+ 1.08% |
$21.2K - $22.2K
|
17.2K
$2M
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
69New |
$7.92K - $8.3K
|
69
$8.01K
|
|
|
Oct 23, 2024
Q3 2024
|
Peoples Bank
|
SELL
|
- |
-987- 10.66% |
$113K - $119K
|
8.27K
$960K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
792New |
$90.9K - $95.2K
|
792
$92K
|
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
4.7K+ 3.94% |
$539K - $565K
|
124K
$14.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
1.86KNew |
$214K - $224K
|
1.86K
$216K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
139New |
$15.9K - $16.7K
|
139
$16.1K
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-350- 10.46% |
$40.2K - $42.1K
|
3K
$348K
|
|
|
Oct 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-484- 4.64% |
$55.5K - $58.2K
|
9.96K
$1.16M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
180+ 400.0% |
$20.7K - $21.6K
|
225
$26.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Bellecapital International Ltd.
|
SELL
|
- |
-426- 13.69% |
$48.9K - $51.2K
|
2.69K
$312K
|