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 |
---|---|---|---|---|---|---|---|
Nov 03, 2022
Q3 2022
|
Ieq Capital, LLC
|
BUY
|
- |
11+ 0.34% |
$1.25K - $1.33K
|
3.26K
$378K
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.91% |
$113 - $121
|
111
$12.9K
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
180KNew |
$20.9M - $21.9M
|
180K
$20.9M
|
|
Aug 11, 2022
Q2 2022
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
11KNew |
$1.28M - $1.34M
|
11K
$1.27M
|
|
Jan 10, 2025
Q2 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
10.5KNew |
$1.22M - $1.27M
|
10.5K
$1.22M
|
|
Aug 10, 2022
Q2 2022
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
7.78K+ 199.49% |
$905K - $945K
|
11.7K
$1.35M
|
|
Jul 22, 2022
Q2 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
6.73KNew |
$782K - $817K
|
6.73K
$780K
|
|
Jul 14, 2022
Q2 2022
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
4.69KNew |
$545K - $569K
|
4.69K
$543K
|
|
Nov 17, 2022
Q2 2022
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
4.49KNew |
$522K - $545K
|
4.49K
$520K
|
|
Aug 09, 2022
Q2 2022
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
4.03KNew |
$469K - $490K
|
4.03K
$467K
|
|
Aug 09, 2022
Q2 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
2.96K+ 91.32% |
$344K - $359K
|
6.2K
$718K
|
|
Aug 10, 2022
Q2 2022
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
2.94K+ 90.83% |
$342K - $357K
|
6.18K
$716K
|
|
Jul 29, 2022
Q2 2022
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
2.24KNew |
$260K - $271K
|
2.24K
$259K
|
|
Aug 11, 2022
Q2 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
2.19KNew |
$255K - $266K
|
2.19K
$254K
|
|
Aug 09, 2022
Q2 2022
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
2.1KNew |
$244K - $255K
|
2.1K
$244K
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.68KNew |
$195K - $204K
|
1.68K
$194K
|
|
Aug 05, 2022
Q2 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
908+ 3362.96% |
$106K - $110K
|
935
$108K
|
|
Aug 15, 2022
Q2 2022
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
550+ 11.18% |
$63.9K - $66.8K
|
5.47K
$634K
|
|
Aug 12, 2022
Q2 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
465+ 4.41% |
$54K - $56.5K
|
11K
$1.28M
|
|
Aug 15, 2022
Q2 2022
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
432+ 20.49% |
$50.2K - $52.5K
|
2.54K
$294K
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
410New |
$47.7K - $49.8K
|
410
$47.5K
|
|
Aug 12, 2022
Q2 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
300New |
$34.9K - $36.4K
|
300
$34.8K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
217+ 35.57% |
$25.2K - $26.3K
|
827
$95.8K
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
201+ 515.38% |
$23.4K - $24.4K
|
240
$27.8K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
160New |
$18.6K - $19.4K
|
160
$18.5K
|
|
Aug 08, 2022
Q2 2022
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
92+ 0.52% |
$10.7K - $11.2K
|
17.8K
$2.06M
|
|
Jul 20, 2022
Q2 2022
|
Founders Capital Management
|
BUY
|
- |
51New |
$5.93K - $6.19K
|
51
$5.91K
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
29New |
$3.37K - $3.52K
|
29
$3.36K
|
|
Aug 10, 2022
Q2 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
26+ 0.25% |
$3.02K - $3.16K
|
10.5K
$1.22M
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
15New |
$1.74K - $1.82K
|
15
$1.74K
|
|
Aug 15, 2022
Q2 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
1+ 0.04% |
$116 - $121
|
2.5K
$290K
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2022 | |||||||
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
65.7KNew |
$7.97M - $8.42M
|
65.7K
$7.61M
|
|
May 06, 2022
Q1 2022
|
Pictet Bank & Trust LTD
|
BUY
|
- |
4.5KNew |
$546K - $577K
|
4.5K
$521K
|
|
Apr 11, 2022
Q1 2022
|
Strid Group, LLC
|
BUY
|
- |
3.14KNew |
$381K - $402K
|
3.14K
$364K
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.7K+ 175.15% |
$206K - $218K
|
2.67K
$309K
|
|
May 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
BUY
|
- |
157New |
$19.1K - $20.1K
|
157
$18.2K
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
BUY
|
- |
136New |
$16.5K - $17.4K
|
136
$15.8K
|
|
May 06, 2022
Q1 2022
|
South State Corp
|
BUY
|
- |
68New |
$8.26K - $8.72K
|
68
$7.88K
|
|
Apr 04, 2022
Q1 2022
|
M&R Capital Management Inc
|
BUY
|
- |
29New |
$3.52K - $3.72K
|
29
$3.36K
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
20New |
$2.43K - $2.56K
|
20
$2.32K
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
New Legacy Group, LLC
|
BUY
|
- |
3.4KNew |
$436K - $443K
|
3.4K
$394K
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
712New |
$91.3K - $92.9K
|
712
$82.5K
|
|
Aug 12, 2024
Q4 2021
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
352New |
$45.1K - $45.9K
|
352
$40.8K
|
|
Jan 04, 2022
Q4 2021
|
S.A. Mason LLC
|
BUY
|
- |
60+ 9.38% |
$7.69K - $7.83K
|
700
$81.1K
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
51New |
$6.54K - $6.65K
|
51
$5.91K
|
|
Feb 09, 2022
Q4 2021
|
American National Bank
|
BUY
|
- |
28New |
$3.59K - $3.65K
|
28
$3.24K
|
|
Feb 15, 2022
Q4 2021
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
11New |
$1.41K - $1.43K
|
11
$1.27K
|
|
Q3 2021 | |||||||
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
25KNew |
$3.25M - $3.3M
|
25K
$2.9M
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
2.79KNew |
$362K - $368K
|
2.79K
$323K
|