Aries Wealth Management Ishares Barclays 3 7 Yr Treas Transaction History

Aries Wealth Management

$357 Million
Q4 2024

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 $382,051. This represents 0.1% of its overall portfolio holdings.

Number of Shares

3,238

Previous 3,238 -0.0%

Holding current value

$382,051

Previous $387,000 3.36%

% of portfolio

0.1%

Previous 0.11%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

804

Shares Held

103M

Call Options Held

1.17M

Put Options Held

529K

View Full List

About ISHARES BARCLAYS 3-7 YR TREAS

Ticker IEI
Sector ETFs
Industry ETFs

More about IEI

Track This Portfolio

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.

Account

Aries Wealth Management Ishares Barclays 3 7 Yr Treas Transaction History