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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-26- 16.99% |
$2.99K - $3.06K
|
127
$14.7K
|
|
|
May 13, 2024
Q1 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
4.15KNew |
$477K - $488K
|
4.15K
$480K
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
5.54KNew |
$636K - $651K
|
5.54K
$640K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
58.6K+ 97.44% |
$6.74M - $6.89M
|
119K
$13.7M
|
|
|
May 13, 2024
Q1 2024
|
Retirement Capital Strategies
|
BUY
|
- |
3.32KNew |
$382K - $390K
|
3.32K
$384K
|
|
|
May 13, 2024
Q1 2024
|
Hc Advisors, LLC
|
BUY
|
- |
4.3K+ 11.65% |
$494K - $505K
|
41.2K
$4.77M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-274- 90.13% |
$31.5K - $32.2K
|
30
$3.47K
|
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
48New |
$5.52K - $5.64K
|
48
$5.55K
|
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
25New |
$2.87K - $2.94K
|
25
$2.89K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
192New |
$22.1K - $22.6K
|
192
$22.2K
|
|
|
May 09, 2024
Q1 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-63- 12.8% |
$7.24K - $7.41K
|
429
$49.6K
|
|
|
May 08, 2024
Q1 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
400+ 11.16% |
$46K - $47K
|
3.98K
$461K
|
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-1.52K- 19.86% |
$175K - $179K
|
6.14K
$710K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-71.4K- 2.56% |
$8.21M - $8.39M
|
2.71M
$314M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-49.9K- 40.51% |
$5.73M - $5.86M
|
73.2K
$8.47M
|
|
|
May 07, 2024
Q1 2024
|
Sather Financial Group Inc
|
BUY
|
- |
2.18KNew |
$251K - $257K
|
2.18K
$253K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-301- 28.26% |
$34.6K - $35.4K
|
764
$88.4K
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-221- 10.47% |
$25.4K - $26K
|
1.89K
$218K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
194+ 6.75% |
$22.3K - $22.8K
|
3.07K
$355K
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-57- 8.06% |
$6.55K - $6.7K
|
650
$75.2K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
159+ 33.06% |
$18.3K - $18.7K
|
640
$74K
|
|
|
May 02, 2024
Q1 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
881+ 44.47% |
$101K - $104K
|
2.86K
$331K
|
|
|
May 02, 2024
Q1 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-252- 26.53% |
$29K - $29.6K
|
698
$80.7K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
868New |
$99.8K - $102K
|
868
$100K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
750New |
$86.2K - $88.2K
|
750
$86.7K
|
|
|
May 01, 2024
Q1 2024
|
Centric Wealth Management
|
BUY
|
- |
39.8KNew |
$4.57M - $4.67M
|
39.8K
$4.6M
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-1.7K- 43.59% |
$195K - $200K
|
2.2K
$254K
|
|
|
May 01, 2024
Q1 2024
|
Janney Capital Management LLC
|
BUY
|
- |
1.86KNew |
$213K - $218K
|
1.86K
$215K
|
|
|
May 01, 2024
Q1 2024
|
Quaker Wealth Management, LLC
|
BUY
|
- |
22.7K+ 23.77% |
$2.6M - $2.66M
|
118K
$13.6M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
7.61KNew |
$874K - $894K
|
7.61K
$880K
|
|
|
May 01, 2024
Q1 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-256- 11.52% |
$29.4K - $30.1K
|
1.97K
$227K
|
|
|
Apr 30, 2024
Q1 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-148- 5.04% |
$17K - $17.4K
|
2.79K
$322K
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
1.78KNew |
$204K - $209K
|
1.78K
$205K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-516- 27.98% |
$59.3K - $60.7K
|
1.33K
$154K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
1.84KNew |
$212K - $216K
|
1.84K
$213K
|
|
|
Apr 29, 2024
Q1 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-115- 76.67% |
$13.2K - $13.5K
|
35
$4.05K
|
|
|
Apr 26, 2024
Q1 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-2.5K- 36.23% |
$288K - $294K
|
4.4K
$509K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
56New |
$6.44K - $6.58K
|
56
$6.48K
|
|
|
Apr 24, 2024
Q1 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-1.98K- 68.87% |
$228K - $233K
|
895
$104K
|
|
|
Apr 23, 2024
Q1 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
1.86KNew |
$214K - $219K
|
1.86K
$215K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.87KNew |
$214K - $219K
|
1.87K
$216K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
8.7KNew |
$1M - $1.02M
|
8.7K
$1.01M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-1K- 55.56% |
$115K - $118K
|
800
$92.5K
|
|
|
Apr 19, 2024
Q1 2024
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
3.38KNew |
$389K - $398K
|
3.38K
$391K
|
|
|
Apr 19, 2024
Q1 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
1.88KNew |
$216K - $221K
|
1.88K
$217K
|
|
|
Apr 19, 2024
Q1 2024
|
Fluent Financial, LLC
|
BUY
|
- |
180+ 2.7% |
$20.7K - $21.2K
|
6.86K
$793K
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
6KNew |
$689K - $705K
|
6K
$693K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
8New |
$920 - $940
|
8
$925
|
|
|
Apr 17, 2024
Q1 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-70- 3.0% |
$8.05K - $8.23K
|
2.27K
$262K
|
|
|
Apr 16, 2024
Q1 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-110- 18.74% |
$12.6K - $12.9K
|
477
$55.2K
|