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 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
5.59KNew |
$630K - $649K
|
5.59K
$649K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
30New |
$3.38K - $3.48K
|
30
$3.48K
|
|
|
Oct 10, 2023
Q3 2023
|
Central Bank & Trust CO
|
BUY
|
- |
349New |
$39.4K - $40.5K
|
349
$40.5K
|
|
|
Oct 06, 2023
Q3 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
7+ 0.36% |
$789 - $813
|
1.95K
$226K
|
|
|
Oct 05, 2023
Q3 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-75- 1.02% |
$8.46K - $8.71K
|
7.25K
$842K
|
|
| Q2 2023 | |||||||
|
May 17, 2024
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
6.28KNew |
$723K - $747K
|
6.28K
$729K
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-22Closed |
$2.54K - $2.62K
|
0
$0
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
10.6KNew |
$1.22M - $1.26M
|
10.6K
$1.23M
|
|
|
Aug 17, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-270K- 99.13% |
$31.1M - $32.1M
|
2.37K
$275K
|
|
|
Aug 14, 2023
Q2 2023
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
SELL
|
- |
-450K- 97.97% |
$51.8M - $53.5M
|
9.3K
$1.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-16.5K- 2.63% |
$1.91M - $1.97M
|
611K
$71M
|
|
|
Aug 14, 2023
Q2 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
10.4K+ 2380.96% |
$1.2M - $1.24M
|
10.8K
$1.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
108New |
$12.4K - $12.9K
|
108
$12.5K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
5+ 0.19% |
$576 - $595
|
2.67K
$310K
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
374+ 16.45% |
$43.1K - $44.5K
|
2.65K
$308K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.31K- 26.32% |
$151K - $156K
|
3.66K
$425K
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
159New |
$18.3K - $18.9K
|
159
$18.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Trustco Bank Corp N Y
Albany, NY |
BUY
|
- |
2.14KNew |
$247K - $255K
|
2.14K
$249K
|
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.77KNew |
$203K - $210K
|
1.77K
$205K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
14.4K+ 7.73% |
$1.66M - $1.71M
|
200K
$23.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-835- 25.39% |
$96.2K - $99.4K
|
2.45K
$285K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-1.82K- 2.94% |
$210K - $217K
|
60.1K
$6.98M
|
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
124New |
$14.3K - $14.8K
|
124
$14.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Sbb Research Group LLC
|
BUY
|
- |
722+ 24.98% |
$83.2K - $85.9K
|
3.61K
$419K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.55K- 37.42% |
$179K - $185K
|
2.6K
$301K
|
|
|
Aug 08, 2023
Q2 2023
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
2.06KNew |
$237K - $245K
|
2.06K
$239K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
319New |
$36.8K - $38K
|
319
$37K
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
2.09KNew |
$241K - $249K
|
2.09K
$243K
|
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
SELL
|
- |
-10- 32.26% |
$1.15K - $1.19K
|
21
$2.44K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
95New |
$10.9K - $11.3K
|
95
$11K
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
91+ 121.33% |
$10.5K - $10.8K
|
166
$19.3K
|
|
|
Aug 03, 2023
Q2 2023
|
Simmons Bank
|
SELL
|
- |
-3.07K- 53.41% |
$354K - $365K
|
2.68K
$311K
|
|
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
19.2KNew |
$2.21M - $2.29M
|
19.2K
$2.23M
|
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
758New |
$87.3K - $90.2K
|
758
$88K
|
|
|
Aug 01, 2023
Q2 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
1.85KNew |
$213K - $220K
|
1.85K
$215K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-278- 86.6% |
$32K - $33.1K
|
43
$4.99K
|
|
|
Jul 27, 2023
Q2 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-6.39K- 37.88% |
$736K - $761K
|
10.5K
$1.22M
|
|
|
Jul 26, 2023
Q2 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
26.5K+ 46.19% |
$3.06M - $3.16M
|
83.9K
$9.75M
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
3.18KNew |
$367K - $379K
|
3.18K
$370K
|
|
|
Jul 26, 2023
Q2 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-42- 1.36% |
$4.84K - $5K
|
3.04K
$353K
|
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
190New |
$21.9K - $22.6K
|
190
$22.1K
|
|
|
Jul 24, 2023
Q2 2023
|
Financial Services Advisory Inc
|
BUY
|
- |
813+ 9.27% |
$93.7K - $96.8K
|
9.59K
$1.11M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-739- 11.58% |
$85.2K - $88K
|
5.64K
$655K
|
|
|
Jul 24, 2023
Q2 2023
|
Cumberland Advisors Inc
|
BUY
|
- |
12.8K+ 619.42% |
$1.47M - $1.52M
|
14.8K
$1.72M
|
|
|
Jul 20, 2023
Q2 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-4.01K- 68.73% |
$462K - $477K
|
1.82K
$212K
|
|
|
Jul 20, 2023
Q2 2023
|
St. James Investment Company, LLC
|
SELL
|
- |
-10- 0.14% |
$1.15K - $1.19K
|
6.98K
$811K
|
|
|
Jul 19, 2023
Q2 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-54- 50.0% |
$6.22K - $6.43K
|
54
$6.27K
|
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
BUY
|
- |
2.53KNew |
$292K - $302K
|
2.53K
$294K
|
|
|
Jul 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
2New |
$230 - $238
|
2
$232
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
23New |
$2.65K - $2.74K
|
23
$2.67K
|
|