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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
5.32K+ 8.87% |
$612K - $636K
|
65.3K
$7.67M
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
BUY
|
- |
5.3K+ 5.74% |
$610K - $634K
|
97.6K
$11.5M
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
5.28KNew |
$608K - $631K
|
5.28K
$620K
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
5.27KNew |
$606K - $630K
|
5.27K
$619K
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
5.26K+ 1.08% |
$605K - $628K
|
492K
$57.7M
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
5.22K+ 53.14% |
$600K - $624K
|
15K
$1.77M
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
5.21KNew |
$599K - $622K
|
5.21K
$612K
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
5.02KNew |
$578K - $600K
|
5.02K
$590K
|
|
Feb 13, 2025
Q4 2024
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
5.01KNew |
$576K - $599K
|
5.01K
$588K
|
|
Jan 22, 2025
Q4 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
5K+ 11.97% |
$575K - $598K
|
46.7K
$5.49M
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
4.96K+ 3.75% |
$570K - $593K
|
137K
$16.1M
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
4.86K+ 10.92% |
$559K - $580K
|
49.3K
$5.8M
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
4.77KNew |
$549K - $570K
|
4.77K
$560K
|
|
Feb 13, 2025
Q4 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
4.71K+ 4.73% |
$542K - $563K
|
104K
$12.2M
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
BUY
|
- |
4.68K+ 8.62% |
$538K - $559K
|
58.9K
$6.92M
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
4.63KNew |
$533K - $553K
|
4.63K
$544K
|
|
Feb 07, 2025
Q4 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
4.54K+ 12.32% |
$522K - $543K
|
41.4K
$4.86M
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
4.43KNew |
$510K - $530K
|
4.43K
$521K
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
4.2K+ 11.39% |
$484K - $502K
|
41.1K
$4.83M
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
4.18K+ 14.42% |
$481K - $499K
|
33.1K
$3.89M
|
|
Feb 13, 2025
Q4 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
4.1K+ 13.89% |
$472K - $490K
|
33.6K
$3.95M
|
|
Feb 13, 2025
Q4 2024
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
4.03K+ 69.68% |
$463K - $481K
|
9.8K
$1.15M
|
|
Feb 12, 2025
Q4 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
4.01K+ 21.47% |
$462K - $480K
|
22.7K
$2.67M
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3.96K+ 16.2% |
$456K - $474K
|
28.4K
$3.34M
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.89K+ 3.99% |
$448K - $465K
|
101K
$11.9M
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
3.88KNew |
$446K - $464K
|
3.88K
$456K
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
3.82K+ 11.33% |
$440K - $457K
|
37.5K
$4.41M
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
3.81K+ 8.4% |
$438K - $455K
|
49.1K
$5.77M
|
|
Feb 12, 2025
Q4 2024
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
3.77K+ 22.37% |
$434K - $451K
|
20.6K
$2.42M
|
|
Feb 13, 2025
Q4 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
3.75K+ 117.06% |
$431K - $448K
|
6.95K
$816K
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.74K+ 7.36% |
$431K - $447K
|
54.6K
$6.42M
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.6K+ 3.76% |
$414K - $430K
|
99.4K
$11.7M
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.59K+ 40.76% |
$413K - $430K
|
12.4K
$1.46M
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
3.54K+ 118.81% |
$408K - $424K
|
6.53K
$766K
|
|
Feb 12, 2025
Q4 2024
|
Potomac Fund Management Inc /Adv
Miami, FL |
BUY
|
- |
3.49KNew |
$401K - $417K
|
3.49K
$409K
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
3.46KNew |
$399K - $414K
|
3.46K
$407K
|
|
Feb 10, 2025
Q4 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
3.39KNew |
$390K - $406K
|
3.39K
$398K
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
3.32K+ 1.75% |
$382K - $397K
|
193K
$22.7M
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
3.32KNew |
$382K - $397K
|
3.32K
$390K
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.27K+ 7.03% |
$376K - $391K
|
49.8K
$5.85M
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3.27KNew |
$376K - $391K
|
3.27K
$384K
|
|
Feb 04, 2025
Q4 2024
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
3.12KNew |
$359K - $373K
|
3.12K
$367K
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
3.11K+ 117.31% |
$358K - $372K
|
5.76K
$677K
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
3.04K+ 17.65% |
$350K - $364K
|
20.3K
$2.38M
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
3.04KNew |
$350K - $363K
|
3.04K
$357K
|
|
Feb 06, 2025
Q4 2024
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
3.01K+ 9.04% |
$347K - $360K
|
36.3K
$4.27M
|
|
Jan 17, 2025
Q4 2024
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
3KNew |
$345K - $359K
|
3K
$352K
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.79K+ 7.0% |
$320K - $333K
|
42.6K
$5M
|
|
Jan 14, 2025
Q4 2024
|
Community Trust & Investment CO
|
BUY
|
- |
2.68K+ 8.32% |
$308K - $320K
|
34.9K
$4.1M
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2.63K+ 7.87% |
$302K - $314K
|
36K
$4.23M
|