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 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
2.79KNew |
$362K - $368K
|
2.79K
$329K
|
|
Oct 07, 2021
Q3 2021
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-1.24KClosed |
$162K - $164K
|
0
$0
|
|
Oct 07, 2021
Q3 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-2.72KClosed |
$353K - $359K
|
0
$0
|
|
Q2 2021 | |||||||
Dec 11, 2023
Q2 2021
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-6.39KClosed |
$829K - $839K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-1.82KClosed |
$236K - $239K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Juniper Hill Capital Management LP
Menlo Park, CA |
SELL
|
- |
-407K- 72.65% |
$52.8M - $53.5M
|
153K
$18.1M
|
|
Aug 13, 2021
Q2 2021
|
Advisory Alpha, LLC
|
SELL
|
- |
-281- 14.48% |
$36.5K - $36.9K
|
1.66K
$196K
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-632Closed |
$82K - $83K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-1.64KClosed |
$212K - $215K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-17.9KClosed |
$2.33M - $2.35M
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Stone X Group Inc.
|
SELL
|
- |
-1.66KClosed |
$215K - $217K
|
0
$0
|
|
Aug 03, 2021
Q2 2021
|
Accel Wealth Management
|
SELL
|
- |
-3Closed |
$389 - $394
|
0
$0
|
|
Aug 03, 2021
Q2 2021
|
Estate Counselors, LLC
|
SELL
|
- |
-62.4KClosed |
$8.1M - $8.19M
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
D. Scott Neal, Inc.
|
SELL
|
- |
-93.7KClosed |
$12.2M - $12.3M
|
0
$0
|
|
Jul 29, 2021
Q2 2021
|
Ifs Advisors, LLC
|
SELL
|
- |
-2.93KClosed |
$380K - $385K
|
0
$0
|
|
Jul 27, 2021
Q2 2021
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-82Closed |
$10.6K - $10.8K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-365Closed |
$47.4K - $47.9K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
131KNew |
$17M - $17.2M
|
131K
$15.5M
|
|
Jul 21, 2021
Q2 2021
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-6.58KClosed |
$854K - $863K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Tuttle Capital Management, LLC
|
BUY
|
- |
5.08KNew |
$659K - $667K
|
5.08K
$599K
|
|
Jul 14, 2021
Q2 2021
|
Tfo Tdc, LLC
|
SELL
|
- |
-446Closed |
$57.9K - $58.6K
|
0
$0
|
|
Jul 13, 2021
Q2 2021
|
Rda Financial Network
|
SELL
|
- |
-7.04KClosed |
$914K - $924K
|
0
$0
|
|
Jul 13, 2021
Q2 2021
|
Ellevest, Inc.
|
SELL
|
- |
-33Closed |
$4.28K - $4.33K
|
0
$0
|
|
Jul 02, 2021
Q2 2021
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-436Closed |
$56.6K - $57.2K
|
0
$0
|
|
Q1 2021 | |||||||
Mar 07, 2024
Q1 2021
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
2.03KNew |
$264K - $270K
|
2.03K
$240K
|
|
May 17, 2021
Q1 2021
|
Glovista Investments LLC
Jersey City, NJ |
SELL
|
- |
-39.2KClosed |
$5.09M - $5.21M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Nine Point Two Capital LLC
Los Angeles, CA |
SELL
|
- |
-227- 6.88% |
$29.5K - $30.2K
|
3.07K
$363K
|
|
May 14, 2021
Q1 2021
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
SELL
|
- |
-78Closed |
$10.1K - $10.4K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-3.19KClosed |
$414K - $424K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-48Closed |
$6.23K - $6.38K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Biltmore Family Office, LLC
|
SELL
|
- |
-21Closed |
$2.73K - $2.79K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-25Closed |
$3.25K - $3.33K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Bank Pictet & Cie (Asia) LTD
|
SELL
|
- |
-2.48KClosed |
$322K - $330K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Waycross Partners, LLC
Louisville, KY |
SELL
|
- |
-110Closed |
$14.3K - $14.6K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-2.62KClosed |
$341K - $349K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-46Closed |
$5.97K - $6.12K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-3.47KClosed |
$450K - $461K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-1.56KClosed |
$203K - $208K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-245Closed |
$31.8K - $32.6K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-5.53KClosed |
$718K - $736K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-389Closed |
$50.5K - $51.7K
|
0
$0
|
|
May 03, 2021
Q1 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.75KClosed |
$227K - $232K
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Spinnaker Trust
|
SELL
|
- |
-2.76KClosed |
$358K - $367K
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-879Closed |
$114K - $117K
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-11- 37.93% |
$1.43K - $1.46K
|
18
$2.12K
|
|
Apr 23, 2021
Q1 2021
|
F3 Logic, LLC
|
SELL
|
- |
-1.56KClosed |
$202K - $207K
|
0
$0
|
|
Apr 23, 2021
Q1 2021
|
United Bank
Vienna, VA |
SELL
|
- |
-12.1KClosed |
$1.57M - $1.61M
|
0
$0
|
|
Apr 13, 2021
Q1 2021
|
Norway Savings Bank
|
SELL
|
- |
-279Closed |
$36.2K - $37.1K
|
0
$0
|
|
Apr 13, 2021
Q1 2021
|
Freestate Advisors LLC
Overland Park, KS |
SELL
|
- |
-22.8KClosed |
$2.97M - $3.04M
|
0
$0
|
|
Apr 09, 2021
Q1 2021
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-20- 83.33% |
$2.6K - $2.66K
|
4
$472
|