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 21, 2025
Q3 2025
|
Values First Advisors, Inc.
|
BUY
|
- |
1.2K+ 2.86% |
$141K - $144K
|
43.2K
$5.16M
|
|
|
Oct 21, 2025
Q3 2025
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
4.76K+ 3.73% |
$560K - $571K
|
132K
$15.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.94K+ 20.67% |
$581K - $593K
|
28.8K
$3.44M
|
|
|
Oct 21, 2025
Q3 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-1.41K- 2.25% |
$166K - $170K
|
61.4K
$7.34M
|
|
|
Oct 21, 2025
Q3 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-1.86K- 4.55% |
$218K - $223K
|
38.9K
$4.64M
|
|
|
Oct 21, 2025
Q3 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
200+ 1.5% |
$23.5K - $24K
|
13.5K
$1.62M
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
2.11K+ 15.76% |
$248K - $253K
|
15.5K
$1.85M
|
|
|
Oct 20, 2025
Q3 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
2.69K+ 5.7% |
$316K - $323K
|
49.8K
$5.95M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
SELL
|
- |
-9.28K- 9.24% |
$1.09M - $1.11M
|
91.2K
$10.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
3.02K+ 22.16% |
$355K - $363K
|
16.7K
$1.99M
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
38.8KNew |
$4.57M - $4.66M
|
38.8K
$4.63M
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
795+ 2.23% |
$93.5K - $95.5K
|
36.5K
$4.35M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.3K- 22.71% |
$271K - $277K
|
7.84K
$936K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.66KNew |
$431K - $440K
|
3.66K
$437K
|
|
|
Oct 20, 2025
Q3 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
24+ 0.36% |
$2.82K - $2.88K
|
6.63K
$792K
|
|
|
Oct 20, 2025
Q3 2025
|
Premier Financial Group
Eureka, CA |
BUY
|
- |
66New |
$7.76K - $7.93K
|
66
$7.88K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
28New |
$3.29K - $3.36K
|
28
$3.34K
|
|
|
Oct 20, 2025
Q3 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
476+ 47.89% |
$56K - $57.2K
|
1.47K
$176K
|
|
|
Oct 20, 2025
Q3 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
12KNew |
$1.42M - $1.45M
|
12K
$1.44M
|
|
|
Oct 20, 2025
Q3 2025
|
Semitam Bonam LLC
Goshen, NY |
BUY
|
- |
1.04K+ 2.7% |
$122K - $125K
|
39.5K
$4.72M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
SELL
|
- |
-4.04K- 35.86% |
$475K - $485K
|
7.23K
$863K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.61K- 8.79% |
$189K - $193K
|
16.7K
$1.99M
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
649+ 27.74% |
$76.4K - $77.9K
|
2.99K
$357K
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
395New |
$46.5K - $47.4K
|
395
$47.2K
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
47New |
$5.53K - $5.64K
|
47
$5.61K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.31K- 42.67% |
$154K - $157K
|
1.76K
$210K
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
9.58K+ 4.79% |
$1.13M - $1.15M
|
210K
$25.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Brian Low Financial Group, LLC
Baton Rouge, LA |
SELL
|
- |
-602- 3.94% |
$70.8K - $72.3K
|
14.7K
$1.75M
|
|
|
Oct 16, 2025
Q3 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
76+ 2.44% |
$8.94K - $9.13K
|
3.19K
$381K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
1.05K+ 2.34% |
$123K - $125K
|
45.7K
$5.45M
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.45K- 45.08% |
$171K - $174K
|
1.77K
$211K
|
|
|
Oct 16, 2025
Q3 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-59- 16.12% |
$6.94K - $7.08K
|
307
$36.7K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
182+ 3.26% |
$21.4K - $21.9K
|
5.76K
$688K
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2.35K- 25.73% |
$276K - $282K
|
6.79K
$810K
|
|
|
Oct 15, 2025
Q3 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
200+ 121.21% |
$23.5K - $24K
|
365
$43.6K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
1.84K+ 41.2% |
$216K - $221K
|
6.31K
$753K
|
|
|
Oct 15, 2025
Q3 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
1+ 0.06% |
$118 - $120
|
1.72K
$205K
|
|
|
Oct 15, 2025
Q3 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-212- 1.25% |
$24.9K - $25.5K
|
16.8K
$2.01M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.61K+ 11.46% |
$189K - $193K
|
15.6K
$1.86M
|
|
|
Oct 15, 2025
Q3 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
23+ 0.71% |
$2.71K - $2.76K
|
3.25K
$388K
|
|
|
Oct 15, 2025
Q3 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
40+ 2.24% |
$4.71K - $4.8K
|
1.82K
$218K
|
|
|
Oct 15, 2025
Q3 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
413+ 8.22% |
$48.6K - $49.6K
|
5.44K
$649K
|
|
|
Oct 15, 2025
Q3 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
80+ 3.5% |
$9.41K - $9.61K
|
2.37K
$282K
|
|
|
Oct 15, 2025
Q3 2025
|
My Wealth Management Inc.
|
BUY
|
- |
186+ 1.19% |
$21.9K - $22.3K
|
15.8K
$1.89M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-2.71K- 3.84% |
$319K - $325K
|
67.9K
$8.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
2.2KNew |
$259K - $265K
|
2.2K
$263K
|
|
|
Oct 14, 2025
Q3 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
47.8K+ 116.1% |
$5.62M - $5.74M
|
88.9K
$10.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-14K- 9.45% |
$1.65M - $1.69M
|
135K
$16.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
14.4K+ 26.34% |
$1.69M - $1.73M
|
69K
$8.24M
|
|
|
Oct 14, 2025
Q3 2025
|
Welch Group, LLC
|
BUY
|
- |
3.87KNew |
$455K - $465K
|
3.87K
$462K
|
|