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 04, 2024
Q3 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
588+ 32.61% |
$67.5K - $70.7K
|
2.39K
$278K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
584+ 45.06% |
$67K - $70.2K
|
1.88K
$218K
|
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
578+ 55.47% |
$66.3K - $69.5K
|
1.62K
$188K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
574+ 57.17% |
$65.9K - $69K
|
1.58K
$183K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
543+ 0.15% |
$62.3K - $65.3K
|
362K
$42M
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
542+ 54200.0% |
$62.2K - $65.2K
|
543
$63.1K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
501+ 0.27% |
$57.5K - $60.2K
|
187K
$21.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
497+ 28.42% |
$57K - $59.8K
|
2.25K
$261K
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
443+ 7.3% |
$50.8K - $53.3K
|
6.52K
$757K
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
441New |
$50.6K - $53K
|
441
$51.2K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
381+ 3.72% |
$43.7K - $45.8K
|
10.6K
$1.23M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
372New |
$42.7K - $44.7K
|
372
$43.2K
|
|
|
Oct 30, 2024
Q3 2024
|
Divergent Wealth Advisors
|
BUY
|
- |
365+ 1.2% |
$41.9K - $43.9K
|
30.8K
$3.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
345+ 0.37% |
$39.6K - $41.5K
|
93.8K
$10.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
340+ 0.84% |
$39K - $40.9K
|
40.6K
$4.72M
|
|
|
Nov 07, 2024
Q3 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
325+ 3.15% |
$37.3K - $39.1K
|
10.6K
$1.24M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
311+ 10.51% |
$35.7K - $37.4K
|
3.27K
$380K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
310+ 0.04% |
$35.6K - $37.3K
|
788K
$91.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
275+ 15.64% |
$31.6K - $33.1K
|
2.03K
$236K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
275+ 22.5% |
$31.6K - $33.1K
|
1.5K
$174K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
273+ 76.69% |
$31.3K - $32.8K
|
629
$73K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
249+ 2.24% |
$28.6K - $29.9K
|
11.4K
$1.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
223+ 8.95% |
$25.6K - $26.8K
|
2.72K
$315K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
215New |
$24.7K - $25.8K
|
215
$25K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
196+ 4.0% |
$22.5K - $23.6K
|
5.09K
$591K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
196New |
$22.5K - $23.6K
|
196
$22.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
185+ 1.08% |
$21.2K - $22.2K
|
17.2K
$2M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
180+ 400.0% |
$20.7K - $21.6K
|
225
$26.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
178New |
$20.4K - $21.4K
|
178
$20.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
176New |
$20.2K - $21.2K
|
176
$20.4K
|
|
|
Oct 10, 2024
Q3 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
171+ 2.48% |
$19.6K - $20.6K
|
7.07K
$821K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
BUY
|
- |
159+ 0.8% |
$18.2K - $19.1K
|
20.1K
$2.34M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
151New |
$17.3K - $18.2K
|
151
$17.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Rice Partnership, LLC
|
BUY
|
- |
142New |
$16.3K - $17.1K
|
142
$16.5K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
140+ 2.3% |
$16.1K - $16.8K
|
6.23K
$723K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
139New |
$15.9K - $16.7K
|
139
$16.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
133New |
$15.3K - $16K
|
133
$15.4K
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
BUY
|
- |
123New |
$14.1K - $14.8K
|
123
$14.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
121+ 504.17% |
$13.9K - $14.5K
|
145
$16.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
115+ 9.93% |
$13.2K - $13.8K
|
1.27K
$148K
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
109New |
$12.5K - $13.1K
|
109
$12.7K
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
94New |
$10.8K - $11.3K
|
94
$10.9K
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
BUY
|
- |
91+ 2.89% |
$10.4K - $10.9K
|
3.24K
$376K
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
BUY
|
- |
91+ 0.81% |
$10.4K - $10.9K
|
11.4K
$1.32M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
88+ 0.68% |
$10.1K - $10.6K
|
13.1K
$1.52M
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
85+ 4.76% |
$9.75K - $10.2K
|
1.87K
$217K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
73+ 1.75% |
$8.38K - $8.78K
|
4.25K
$493K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
70+ 2.75% |
$8.03K - $8.42K
|
2.61K
$303K
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
70+ 1.77% |
$8.03K - $8.42K
|
4.03K
$468K
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
69New |
$7.92K - $8.3K
|
69
$8.01K
|