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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
Raub Brock Capital Management LP
|
SELL
|
- |
-125- 0.09% |
$14.2K - $14.5K
|
144K
$17.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-136- 16.19% |
$15.4K - $15.8K
|
704
$84.1K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
435New |
$49.3K - $50.4K
|
435
$51.9K
|
|
|
Aug 02, 2024
Q2 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
4.78K+ 142.38% |
$542K - $554K
|
8.14K
$972K
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Effects LLC
|
SELL
|
- |
-519- 18.64% |
$58.9K - $60.1K
|
2.27K
$271K
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
60+ 1.33% |
$6.81K - $6.95K
|
4.57K
$546K
|
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.56K+ 84.15% |
$176K - $180K
|
3.4K
$406K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-222- 10.62% |
$25.2K - $25.7K
|
1.87K
$223K
|
|
|
Jul 30, 2024
Q2 2024
|
Searle & Co.
|
BUY
|
- |
259+ 3.45% |
$29.4K - $30K
|
7.76K
$927K
|
|
|
Jul 26, 2024
Q2 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
16+ 0.83% |
$1.81K - $1.85K
|
1.96K
$233K
|
|
|
Jul 25, 2024
Q2 2024
|
Forte Asset Management LLC
|
BUY
|
- |
750+ 30.0% |
$85.1K - $86.9K
|
3.25K
$388K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
22New |
$2.5K - $2.55K
|
22
$2.63K
|
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
4New |
$454 - $464
|
4
$478
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
2.74KNew |
$311K - $317K
|
2.74K
$327K
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-798- 93.55% |
$90.5K - $92.5K
|
55
$6.57K
|
|
|
Jul 22, 2024
Q2 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
204New |
$23.1K - $23.6K
|
204
$24.4K
|
|
|
Jul 22, 2024
Q2 2024
|
Matson Money. Inc.
|
BUY
|
- |
30.2K+ 2.08% |
$3.42M - $3.49M
|
1.48M
$177M
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-200- 47.17% |
$22.7K - $23.2K
|
224
$26.8K
|
|
|
Jul 19, 2024
Q2 2024
|
Donald L. Hagan, LLC
|
BUY
|
- |
1.6K+ 19.22% |
$181K - $185K
|
9.9K
$1.18M
|
|
|
Jul 18, 2024
Q2 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-328- 33.88% |
$37.2K - $38K
|
640
$76.4K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
3.94K+ 16400.0% |
$446K - $456K
|
3.96K
$473K
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
SELL
|
- |
-9- 26.47% |
$1.02K - $1.04K
|
25
$2.99K
|
|
|
Jul 15, 2024
Q2 2024
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
406+ 7.03% |
$46.1K - $47K
|
6.18K
$738K
|
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
1.71KNew |
$194K - $199K
|
1.71K
$205K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
135New |
$15.3K - $15.6K
|
135
$16.1K
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-100- 33.33% |
$11.3K - $11.6K
|
200
$23.9K
|
|
|
Jul 11, 2024
Q2 2024
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-5.05K- 29.97% |
$573K - $585K
|
11.8K
$1.41M
|
|
|
Jul 10, 2024
Q2 2024
|
Pacific Wealth Management
|
SELL
|
- |
-24.3K- 71.39% |
$2.76M - $2.82M
|
9.76K
$1.17M
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.98KNew |
$224K - $229K
|
1.98K
$236K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
32New |
$3.63K - $3.71K
|
32
$3.82K
|
|
| Q1 2024 | |||||||
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
152New |
$17.5K - $17.9K
|
152
$18.2K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
690New |
$79.3K - $81.1K
|
690
$82.4K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-196- 73.68% |
$22.5K - $23K
|
70
$8.36K
|
|
|
May 15, 2024
Q1 2024
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
4.12KNew |
$473K - $484K
|
4.12K
$492K
|
|
|
May 15, 2024
Q1 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
33.6KNew |
$3.86M - $3.95M
|
33.6K
$4.01M
|
|
|
May 15, 2024
Q1 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
PUT |
450K+ 900.0% |
$51.7M - $52.9M
|
500K
$59.7M
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
81New |
$9.31K - $9.52K
|
81
$9.67K
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-175- 0.35% |
$20.1K - $20.6K
|
50.2K
$6M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-4- 8.89% |
$460 - $470
|
41
$4.9K
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
423New |
$48.6K - $49.7K
|
423
$50.5K
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-1.01K- 26.26% |
$116K - $119K
|
2.84K
$339K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.22K+ 3.75% |
$140K - $143K
|
33.6K
$4.02M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
24.9K+ 138.41% |
$2.86M - $2.93M
|
42.9K
$5.12M
|
|
|
May 13, 2024
Q1 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-184- 3.79% |
$21.2K - $21.6K
|
4.67K
$558K
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
947+ 2.17% |
$109K - $111K
|
44.7K
$5.33M
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-26- 16.99% |
$2.99K - $3.06K
|
127
$15.2K
|
|
|
May 13, 2024
Q1 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
4.15KNew |
$477K - $488K
|
4.15K
$495K
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
5.54KNew |
$636K - $651K
|
5.54K
$661K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
58.6K+ 97.44% |
$6.74M - $6.89M
|
119K
$14.2M
|
|
|
May 13, 2024
Q1 2024
|
Hc Advisors, LLC
|
BUY
|
- |
4.3K+ 11.65% |
$494K - $505K
|
41.2K
$4.92M
|
|