A detailed history of Aries Wealth Management transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Aries Wealth Management holds 3,238 shares of IEI stock, worth $378,392. This represents 0.11% of its overall portfolio holdings.

Number of Shares
3,238
Previous 3,147 2.89%
Holding current value
$378,392
Previous $363,000 6.61%
% of portfolio
0.11%
Previous 0.11%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

BUY
$114.73 - $120.23 $10,440 - $10,940
91 Added 2.89%
3,238 $387,000
Q1 2024

May 02, 2024

BUY
$114.97 - $117.54 $19,774 - $20,216
172 Added 5.78%
3,147 $364,000
Q1 2023

Apr 11, 2023

SELL
$113.55 - $118.41 $10,900 - $11,367
-96 Reduced 3.13%
2,975 $350,000
Q4 2022

Jan 18, 2023

BUY
$112.33 - $116.76 $35,945 - $37,363
320 Added 11.63%
3,071 $0
Q3 2022

Nov 02, 2022

BUY
$113.35 - $121.3 $311,825 - $333,696
2,751 New
2,751 $312,000
Q2 2022

Jul 27, 2022

SELL
$116.23 - $121.42 $1.09 Million - $1.14 Million
-9,390 Closed
0 $0
Q1 2022

Apr 25, 2022

BUY
$121.42 - $128.17 $409,185 - $431,932
3,370 Added 55.98%
9,390 $1.15 Million
Q4 2021

Jan 18, 2022

BUY
$128.19 - $130.42 $771,703 - $785,128
6,020 New
6,020 $775,000

Others Institutions Holding IEI

About ISHARES BARCLAYS 3-7 YR TREAS


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

Track Aries Wealth Management Portfolio

Follow Aries Wealth Management 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 Aries Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Aries Wealth Management with notifications on news.