Latest Institutional Purchases of Ishares Barclays 3 7 Yr Treas (IEI)
This list provides information on the latest institutional transactions involving Ishares Barclays 3 7 Yr Treas (IEI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
1.01K+ 39.76% |
$116K - $119K
|
3.55K
$412K
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
947+ 2.17% |
$109K - $111K
|
44.7K
$5.19M
|
|
|
May 02, 2024
Q1 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
881+ 44.47% |
$101K - $104K
|
2.86K
$332K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
868New |
$99.8K - $102K
|
868
$101K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
750New |
$86.2K - $88.2K
|
750
$87.1K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
690New |
$79.3K - $81.1K
|
690
$80.1K
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
423New |
$48.6K - $49.7K
|
423
$49.1K
|
|
|
May 08, 2024
Q1 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
400+ 11.16% |
$46K - $47K
|
3.98K
$463K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
194+ 6.75% |
$22.3K - $22.8K
|
3.07K
$356K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
192New |
$22.1K - $22.6K
|
192
$22.3K
|
|
|
Apr 19, 2024
Q1 2024
|
Fluent Financial, LLC
|
BUY
|
- |
180+ 2.7% |
$20.7K - $21.2K
|
6.86K
$797K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
159+ 33.06% |
$18.3K - $18.7K
|
640
$74.3K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
152New |
$17.5K - $17.9K
|
152
$17.7K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
131New |
$15.1K - $15.4K
|
131
$15.2K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
81New |
$9.31K - $9.52K
|
81
$9.41K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
56New |
$6.44K - $6.58K
|
56
$6.5K
|
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
48New |
$5.52K - $5.64K
|
48
$5.57K
|
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
25New |
$2.87K - $2.94K
|
25
$2.9K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
8New |
$920 - $940
|
8
$929
|
|
| Q4 2023 | |||||||
|
Jan 19, 2024
Q4 2023
|
Marks Wealth, LLC
|
BUY
|
- |
309KNew |
$34.5M - $36.3M
|
309K
$35.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
290K+ 5225.23% |
$32.4M - $34M
|
296K
$34.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
197KNew |
$22M - $23.1M
|
197K
$22.8M
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
BUY
|
- |
110K+ 895.27% |
$12.3M - $13M
|
123K
$14.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
62.6KNew |
$6.98M - $7.35M
|
62.6K
$7.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Vernal Point Advisors, LLC
San Francisco, CA |
BUY
|
- |
20.7KNew |
$2.31M - $2.43M
|
20.7K
$2.41M
|
|
|
Feb 12, 2024
Q4 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
19.6KNew |
$2.19M - $2.3M
|
19.6K
$2.27M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
18.4KNew |
$2.06M - $2.16M
|
18.4K
$2.14M
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
18.2KNew |
$2.03M - $2.14M
|
18.2K
$2.12M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
13.7K+ 342.25% |
$1.53M - $1.61M
|
17.7K
$2.05M
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
7.76KNew |
$866K - $910K
|
7.76K
$901K
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
6.08KNew |
$678K - $713K
|
6.08K
$706K
|
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
4.75KNew |
$530K - $558K
|
4.75K
$552K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
4.51KNew |
$503K - $529K
|
4.51K
$524K
|
|
|
Feb 14, 2024
Q4 2023
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
3.8KNew |
$424K - $446K
|
3.8K
$441K
|
|
|
Feb 13, 2024
Q4 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
3.44KNew |
$384K - $404K
|
3.44K
$399K
|
|
|
Feb 02, 2024
Q4 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
2.84KNew |
$317K - $334K
|
2.84K
$330K
|
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
BUY
|
- |
2.57KNew |
$286K - $301K
|
2.57K
$298K
|
|
|
Feb 13, 2024
Q4 2023
|
Belvedere Trading LLC
|
BUY
|
- |
2.38KNew |
$265K - $279K
|
2.38K
$276K
|
|
|
Apr 11, 2024
Q4 2023
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
2.19KNew |
$245K - $257K
|
2.19K
$254K
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
2.15KNew |
$240K - $252K
|
2.15K
$249K
|
|
|
Mar 26, 2024
Q4 2023
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
2.07KNew |
$231K - $243K
|
2.07K
$240K
|
|
|
Feb 14, 2024
Q4 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
2.04KNew |
$227K - $239K
|
2.04K
$237K
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
2.02KNew |
$225K - $237K
|
2.02K
$235K
|
|
|
Jan 30, 2024
Q4 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.86KNew |
$208K - $218K
|
1.86K
$216K
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
1.76KNew |
$196K - $207K
|
1.76K
$204K
|
|
|
Feb 09, 2024
Q4 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
1.36K+ 32.21% |
$151K - $159K
|
5.57K
$647K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
1.33K+ 0.77% |
$148K - $156K
|
173K
$20.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.27K+ 63.05% |
$142K - $149K
|
3.29K
$382K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
988New |
$110K - $116K
|
988
$115K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
988New |
$110K - $116K
|
988
$115K
|
|