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 09, 2022
Q2 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-4.01KClosed |
$466K - $487K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
2.96K+ 91.32% |
$344K - $359K
|
6.2K
$740K
|
|
|
Aug 09, 2022
Q2 2022
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
2.1KNew |
$244K - $255K
|
2.1K
$251K
|
|
|
Aug 08, 2022
Q2 2022
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
92+ 0.52% |
$10.7K - $11.2K
|
17.8K
$2.13M
|
|
|
Aug 05, 2022
Q2 2022
|
Cadinha & CO LLC
|
SELL
|
- |
-3K- 41.17% |
$348K - $364K
|
4.28K
$511K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-118- 21.93% |
$13.7K - $14.3K
|
420
$50.2K
|
|
|
Aug 05, 2022
Q2 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-3.61KClosed |
$420K - $438K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
908+ 3362.96% |
$106K - $110K
|
935
$112K
|
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.68KNew |
$195K - $204K
|
1.68K
$200K
|
|
|
Aug 03, 2022
Q2 2022
|
Novare Capital Management LLC
|
SELL
|
- |
-2.11KClosed |
$245K - $256K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-4.13KClosed |
$480K - $501K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Clear Street Markets LLC
|
SELL
|
- |
-5Closed |
$581 - $607
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-19.6KClosed |
$2.28M - $2.38M
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-4.18K- 16.94% |
$486K - $507K
|
20.5K
$2.45M
|
|
|
Aug 01, 2022
Q2 2022
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-8.28KClosed |
$962K - $1.01M
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
217+ 35.57% |
$25.2K - $26.3K
|
827
$98.8K
|
|
|
Jul 29, 2022
Q2 2022
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
2.24KNew |
$260K - $271K
|
2.24K
$267K
|
|
|
Jul 27, 2022
Q2 2022
|
Hoyle Cohen, LLC
|
SELL
|
- |
-3.02KClosed |
$351K - $366K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-101Closed |
$11.7K - $12.3K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
6.73KNew |
$782K - $817K
|
6.73K
$803K
|
|
|
Jul 20, 2022
Q2 2022
|
Founders Capital Management
|
BUY
|
- |
51New |
$5.93K - $6.19K
|
51
$6.09K
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
410New |
$47.7K - $49.8K
|
410
$49K
|
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
201+ 515.38% |
$23.4K - $24.4K
|
240
$28.7K
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-174Closed |
$20.2K - $21.1K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-86Closed |
$10K - $10.4K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-1.69KClosed |
$196K - $205K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
4.69KNew |
$545K - $569K
|
4.69K
$560K
|
|
|
Jul 14, 2022
Q2 2022
|
Peak Financial Advisors LLC
|
SELL
|
- |
-30KClosed |
$3.48M - $3.64M
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
15New |
$1.74K - $1.82K
|
15
$1.79K
|
|
|
Jul 13, 2022
Q2 2022
|
Hudson Capital Management LLC
|
SELL
|
- |
-2.15KClosed |
$250K - $261K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
SELL
|
- |
-1.18KClosed |
$137K - $143K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-492Closed |
$57.2K - $59.7K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-16KClosed |
$1.87M - $1.95M
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-174Closed |
$20.2K - $21.1K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-54Closed |
$6.56K - $6.92K
|
0
$0
|
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.7K+ 175.15% |
$206K - $218K
|
2.67K
$319K
|
|
|
May 31, 2022
Q1 2022
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-1.9KClosed |
$231K - $244K
|
0
$0
|
|
|
May 18, 2022
Q1 2022
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-249Closed |
$30.2K - $31.9K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-33Closed |
$4.01K - $4.23K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-1.51KClosed |
$183K - $193K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-1.35KClosed |
$164K - $173K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-29KClosed |
$3.52M - $3.72M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-15.3KClosed |
$1.85M - $1.96M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-4Closed |
$486 - $513
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-1.77KClosed |
$214K - $226K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-239Closed |
$29K - $30.6K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-380Closed |
$46.1K - $48.7K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-2.48KClosed |
$301K - $317K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
BUY
|
- |
136New |
$16.5K - $17.4K
|
136
$16.2K
|
|
|
May 12, 2022
Q1 2022
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-10.4KClosed |
$1.26M - $1.34M
|
0
$0
|
|