A detailed history of Aptus Capital Advisors, LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Aptus Capital Advisors, LLC holds 205 shares of IEI stock, worth $24,212. This represents 0.0% of its overall portfolio holdings.

Number of Shares
205
Previous 810 74.69%
Holding current value
$24,212
Previous $93,000 75.27%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024

SELL
$113.43 - $115.88 $68,625 - $70,107
-605 Reduced 74.69%
205 $23,000
Q1 2024

May 15, 2024

BUY
$114.97 - $117.54 $73,925 - $75,578
643 Added 385.03%
810 $93,000
Q4 2023

Feb 13, 2024

BUY
$111.61 - $117.37 $18,638 - $19,600
167 New
167 $19,000
Q4 2022

Feb 13, 2023

SELL
$112.33 - $116.76 $239,038 - $248,465
-2,128 Reduced 97.79%
48 $5,000
Q3 2022

Nov 02, 2022

BUY
$113.35 - $121.3 $232,480 - $248,786
2,051 Added 1640.8%
2,176 $249,000
Q2 2022

Jul 29, 2022

BUY
$116.23 - $121.42 $3,951 - $4,128
34 Added 37.36%
125 $15,000
Q3 2021

Oct 27, 2021

SELL
$129.96 - $131.96 $129 - $131
-1 Reduced 1.09%
91 $12,000
Q2 2021

Jul 27, 2021

BUY
$129.78 - $131.28 $11,939 - $12,077
92 New
92 $12,000
Q4 2020

Feb 10, 2021

SELL
$132.44 - $133.52 $24,104 - $24,300
-182 Closed
0 $0
Q3 2020

Oct 19, 2020

BUY
$133.35 - $134.1 $12,134 - $12,203
91 Added 100.0%
182 $24,000
Q4 2019

Feb 10, 2020

BUY
$125.41 - $127.8 $11,412 - $11,629
91 New
91 $11,000

Others Institutions Holding IEI

About ISHARES BARCLAYS 3-7 YR TREAS


  • Ticker IEI
  • Sector ETFs
  • Industry ETFs
More about IEI
Track This Portfolio

Track Aptus Capital Advisors, LLC Portfolio

Follow Aptus Capital Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Aptus Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aptus Capital Advisors, LLC with notifications on news.