Arkadios Wealth Advisors Ishares Barclays 3 7 Yr Treas Transaction History

Arkadios Wealth Advisors

$1.64 Billion
Q3 2024

A detailed history of Arkadios Wealth Advisors transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Arkadios Wealth Advisors holds 3,366 shares of IEI stock, worth $390,085. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,366

Previous 2,765 21.74%

Holding current value

$390,085

Previous $319,000 26.02%

% of portfolio

0.02%

Previous 0.02%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	BUY	$114.73 - $120.23 $68,952 - $72,258	601 Added 21.74%	3,366 $402,000
Q2 2024 Jul 29, 2024	BUY	$113.43 - $115.88 $46,733 - $47,742	412 Added 17.51%	2,765 $319,000
Q1 2024 Apr 30, 2024	BUY	$114.97 - $117.54 $55,760 - $57,006	485 Added 25.96%	2,353 $272,000
Q4 2023 Jan 24, 2024	BUY	$111.61 - $117.37 $208,487 - $219,247	1,868 New	1,868 $218,000
Q1 2023 May 02, 2023	BUY	$113.55 - $118.41 $203,481 - $212,190	1,792 New	1,792 $210,000
Q4 2021 Feb 03, 2022	SELL	$128.19 - $130.42 $21,535 - $21,910	-168 Closed	0 $0
Q2 2021 Jul 28, 2021	SELL	$129.78 - $131.28 $14,146 - $14,309	-109 Reduced 39.35%	168 $21,000
Q1 2021 Apr 26, 2021	BUY	$129.89 - $133.02 $35,979 - $36,846	277 New	277 $35,000
Q2 2020 Aug 10, 2020	SELL	$132.55 - $133.72 $8,085 - $8,156	-61 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$125.41 - $127.8 $7,650 - $7,795	61 New	61 $0

Others Institutions Holding IEI

# of Institutions

775

Shares Held

95.2M

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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Arkadios Wealth Advisors Ishares Barclays 3 7 Yr Treas Transaction History