Bright Futures Wealth Management, Llc. Ishares Barclays 3 7 Yr Treas Transaction History

Bright Futures Wealth Management, Llc.

  • $101 Million
  • Q4 2024

A detailed history of Bright Futures Wealth Management, Llc. transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Bright Futures Wealth Management, Llc. holds 30,212 shares of IEI stock, worth $3.5 Million. This represents 3.45% of its overall portfolio holdings.

Number of Shares
30,212
Previous 37,335 19.08%
Holding current value
$3.5 Million
Previous $4.47 Million 21.84%
% of portfolio
3.45%
Previous 2.26%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
SELL
$115.08 - $119.55 $819,714 - $851,554
-7,123 Reduced 19.08%
30,212 $3.49 Million
Q3 2024

Oct 31, 2024
BUY
$114.73 - $120.23 $397,539 - $416,596
3,465 Added 10.23%
37,335 $4.47 Million
Q2 2024

Aug 07, 2024
BUY
$113.43 - $115.88 $191,696 - $195,837
1,690 Added 5.25%
33,870 $3.91 Million
Q1 2024

Jun 28, 2024
BUY
$114.97 - $117.54 $3.7 Million - $3.78 Million
32,180 New
32,180 $3.72 Billion

Others Institutions Holding IEI

# of Institutions
773
Shares Held
97M
Call Options Held
174K
Put Options Held
56.1K
View Full List

About ISHARES BARCLAYS 3-7 YR TREAS

IEI Quotes by TradingView
  • Ticker IEI
  • Sector ETFs
  • Industry ETFs
More about IEI
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