Delap Wealth Advisory, LLC Ishares Barclays 3 7 Yr Treas Transaction History

Delap Wealth Advisory, LLC

$158 Billion
Q3 2024

A detailed history of Delap Wealth Advisory, LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Delap Wealth Advisory, LLC holds 22,975 shares of IEI stock, worth $2.65 Million. This represents 1.74% of its overall portfolio holdings.

Number of Shares

22,975

Previous 23,547 2.43%

Holding current value

$2.65 Million

Previous $2.72 Billion 1.06%

% of portfolio

1.74%

Previous 1.25%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$114.73 - $120.23 $65,625 - $68,771	-572 Reduced 2.43%	22,975 $2.75 Billion
Q2 2024 Aug 13, 2024	BUY	$113.43 - $115.88 $60,798 - $62,111	536 Added 2.33%	23,547 $2.72 Billion
Q1 2024 May 14, 2024	SELL	$114.97 - $117.54 $3.17 Million - $3.24 Million	-27,575 Reduced 54.51%	23,011 $2.66 Billion
Q4 2023 Feb 14, 2024	BUY	$111.61 - $117.37 $3.35 Million - $3.53 Million	30,045 Added 146.27%	50,586 $5.93 Billion
Q3 2023 Nov 13, 2023	BUY	$112.76 - $116.14 $47,133 - $48,546	418 Added 2.08%	20,541 $2.32 Billion
Q2 2023 Aug 08, 2023	SELL	$115.23 - $119.04 $325,294 - $336,049	-2,823 Reduced 12.3%	20,123 $2.32 Billion
Q1 2023 May 15, 2023	BUY	$113.55 - $118.41 $65,404 - $68,204	576 Added 2.57%	22,946 $2.7 Billion
Q4 2022 Feb 13, 2023	BUY	$112.33 - $116.76 $2.51 Million - $2.61 Million	22,370 New	22,370 $2.57 Billion

Others Institutions Holding IEI

# of Institutions

775

Shares Held

94.7M

Call Options Held

174K

Put Options Held

56.1K

View Full List

About ISHARES BARCLAYS 3-7 YR TREAS

Ticker IEI
Sector ETFs
Industry ETFs

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Delap Wealth Advisory, LLC Ishares Barclays 3 7 Yr Treas Transaction History