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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
BUY
|
- |
19.2KNew |
$2.2M - $2.27M
|
19.2K
$2.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Surience Private Wealth LLC
|
SELL
|
- |
-22.4K- 88.79% |
$2.57M - $2.65M
|
2.83K
$338K
|
|
|
Apr 23, 2025
Q1 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
1.96KNew |
$225K - $232K
|
1.96K
$235K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-81- 21.09% |
$9.28K - $9.57K
|
303
$36.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
1.72KNew |
$196K - $203K
|
1.72K
$205K
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
SELL
|
- |
-2.12K- 5.2% |
$242K - $250K
|
38.6K
$4.61M
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
30+ 0.87% |
$3.44K - $3.54K
|
3.49K
$416K
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
263+ 487.04% |
$30.1K - $31.1K
|
317
$37.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
1.94KNew |
$223K - $230K
|
1.94K
$232K
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
3+ 0.39% |
$344 - $354
|
768
$91.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
193+ 4.77% |
$22.1K - $22.8K
|
4.24K
$506K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-73- 33.8% |
$8.36K - $8.62K
|
143
$17.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-124- 58.22% |
$14.2K - $14.6K
|
89
$10.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-111- 33.23% |
$12.7K - $13.1K
|
223
$26.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-128- 3.77% |
$14.7K - $15.1K
|
3.26K
$390K
|
|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
397+ 389.22% |
$45.5K - $46.9K
|
499
$59.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
35New |
$4.01K - $4.13K
|
35
$4.18K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-460- 11.86% |
$52.7K - $54.3K
|
3.42K
$408K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
12.3KNew |
$1.41M - $1.46M
|
12.3K
$1.47M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
199New |
$22.8K - $23.5K
|
199
$23.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-186- 8.29% |
$21.3K - $22K
|
2.06K
$246K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-5.48K- 62.04% |
$627K - $647K
|
3.35K
$400K
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-2.52K- 38.39% |
$288K - $297K
|
4.04K
$482K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
72New |
$8.25K - $8.51K
|
72
$8.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
3.14KNew |
$360K - $371K
|
3.14K
$375K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
66New |
$7.56K - $7.8K
|
66
$7.88K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-6.44K- 99.15% |
$738K - $761K
|
55
$6.57K
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
128New |
$14.7K - $15.1K
|
128
$15.3K
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
2.67KNew |
$306K - $315K
|
2.67K
$319K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.15K- 53.41% |
$247K - $254K
|
1.88K
$224K
|
|
| Q4 2024 | |||||||
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Asset Management LTD
London, |
BUY
|
- |
852+ 59.71% |
$98K - $102K
|
2.28K
$272K
|
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
50+ 1.16% |
$5.75K - $5.98K
|
4.35K
$519K
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
142New |
$16.3K - $17K
|
142
$17K
|
|
|
Apr 07, 2025
Q4 2024
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
BUY
|
- |
7.5KNew |
$863K - $897K
|
7.5K
$896K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
2New |
$230 - $239
|
2
$239
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
9New |
$1.04K - $1.08K
|
9
$1.07K
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
9.27KNew |
$1.07M - $1.11M
|
9.27K
$1.11M
|
|
|
Feb 21, 2025
Q4 2024
|
Value Partners Investments Inc.
|
SELL
|
- |
-257- 8.98% |
$29.6K - $30.7K
|
2.61K
$311K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
1.89KNew |
$217K - $226K
|
1.89K
$225K
|
|
|
Feb 18, 2025
Q4 2024
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
1.98KNew |
$228K - $237K
|
1.98K
$236K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
658+ 1.62% |
$75.7K - $78.7K
|
41.3K
$4.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
16+ 0.93% |
$1.84K - $1.91K
|
1.73K
$207K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
13New |
$1.5K - $1.55K
|
13
$1.55K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-1.47K- 4.78% |
$170K - $176K
|
29.4K
$3.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-1.22K- 20.03% |
$140K - $145K
|
4.86K
$580K
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
73New |
$8.4K - $8.73K
|
73
$8.72K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
CALL |
135KNew |
$15.5M - $16.1M
|
135K
$16.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
62New |
$7.13K - $7.41K
|
62
$7.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-646- 24.72% |
$74.3K - $77.2K
|
1.97K
$235K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-20- 28.99% |
$2.3K - $2.39K
|
49
$5.85K
|
|