Core Wealth Partners LLC Ishares Barclays 3 7 Yr Treas Transaction History

Core Wealth Partners LLC

  • $174 Billion
  • Q4 2024

A detailed history of Core Wealth Partners LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Core Wealth Partners LLC holds 4,800 shares of IEI stock, worth $556,992. This represents 0.32% of its overall portfolio holdings.

Number of Shares
4,800
Previous 2,391 100.75%
Holding current value
$556,992
Previous $286 Million 93.94%
% of portfolio
0.32%
Previous 0.17%

Shares

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

Feb 11, 2025
BUY
$115.08 - $119.55 $277,227 - $287,995
2,409 Added 100.75%
4,800 $555 Million
Q3 2024

Nov 04, 2024
BUY
$114.73 - $120.23 $67,461 - $70,695
588 Added 32.61%
2,391 $286 Million
Q2 2024

Aug 13, 2024
SELL
$113.43 - $115.88 $1,134 - $1,158
-10 Reduced 0.55%
1,803 $208 Million
Q1 2024

Apr 19, 2024
BUY
$114.97 - $117.54 $208,440 - $213,100
1,813 New
1,813 $210 Million
Q2 2023

Aug 11, 2023
BUY
$115.23 - $119.04 $244,172 - $252,245
2,119 New
2,119 $244 Million

Others Institutions Holding IEI

# of Institutions
786
Shares Held
104M
Call Options Held
779K
Put Options Held
215K
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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