Ima Wealth, Inc. Ishares Barclays 3 7 Yr Treas Transaction History

Ima Wealth, Inc.

$458 Million
Q3 2024

A detailed history of Ima Wealth, Inc. transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Ima Wealth, Inc. holds 7,083 shares of IEI stock, worth $821,344. This represents 0.19% of its overall portfolio holdings.

Number of Shares

7,083

Holding current value

$821,344

% of portfolio

0.19%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$114.73 - $120.23 $812,632 - $851,589	7,083 New	7,083 $847,000
Q2 2024 Jul 25, 2024	BUY	$113.43 - $115.88 $500,226 - $511,030	4,410 New	4,410 $509,000
Q1 2021 May 13, 2021	BUY	$129.89 - $133.02 $98,716 - $101,095	760 Added 20.82%	4,410 $573,000
Q4 2020 Feb 08, 2021	BUY	$132.44 - $133.52 $99,330 - $100,140	750 Added 25.86%	3,650 $485,000
Q2 2019 Jul 19, 2019	BUY	N/A	1,600 Added 123.08%	2,900 $365,000
Q1 2019 May 09, 2019	SELL	N/A	-17 Reduced 1.29%	1,300 $160,000
Q2 2018 Aug 01, 2018	BUY	N/A	1,317 New	1,317 $158,000

Others Institutions Holding IEI

# of Institutions

776

Shares Held

94.6M

Call Options Held

174K

Put Options Held

56.1K

Jpmorgan Chase & CO New York, NY

9.62M
Shares

$1.12 Billion
0.09% of portfolio
Invesco Ltd. Atlanta, GA

6.4M
Shares

$742 Million
0.15% of portfolio
Bank Of America Corp Charlotte, NC

5.8M
Shares

$673 Million
0.06% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

4.19M
Shares

$486 Million
1.03% of portfolio
Envestnet Asset Management Inc

3.92M
Shares

$455 Million
0.16% of portfolio

View Full List

About ISHARES BARCLAYS 3-7 YR TREAS

Ticker IEI
Sector ETFs
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