A detailed history of Avantax Advisory Services, Inc. transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 36,057 shares of IEI stock, worth $4.25 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
36,057
Previous 18,807 91.72%
Holding current value
$4.25 Million
Previous $2.18 Million 91.14%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Aug 09, 2024

BUY
$113.43 - $115.88 $1.96 Million - $2 Million
17,250 Added 91.72%
36,057 $4.16 Million
Q1 2024

May 08, 2024

SELL
$114.97 - $117.54 $957,125 - $978,520
-8,325 Reduced 30.68%
18,807 $2.18 Million
Q4 2023

Feb 07, 2024

BUY
$111.61 - $117.37 $971,341 - $1.02 Million
8,703 Added 47.22%
27,132 $3.18 Million
Q3 2023

Nov 07, 2023

BUY
$112.76 - $116.14 $886,970 - $913,557
7,866 Added 74.47%
18,429 $2.09 Million
Q2 2023

Aug 11, 2023

BUY
$115.23 - $119.04 $40,100 - $41,425
348 Added 3.41%
10,563 $1.22 Million
Q1 2023

Apr 28, 2023

BUY
$113.55 - $118.41 $841,746 - $877,773
7,413 Added 264.56%
10,215 $1.2 Million
Q4 2022

Feb 13, 2023

BUY
$112.33 - $116.76 $9,211 - $9,574
82 Added 3.01%
2,802 $321,000
Q3 2022

Nov 01, 2022

BUY
$113.35 - $121.3 $7,594 - $8,127
67 Added 2.53%
2,720 $311,000
Q2 2022

Aug 02, 2022

SELL
$116.23 - $121.42 $5,230 - $5,463
-45 Reduced 1.67%
2,653 $317,000
Q1 2022

Apr 27, 2022

BUY
$121.42 - $128.17 $119,355 - $125,991
983 Added 57.32%
2,698 $330,000
Q4 2021

Jan 24, 2022

SELL
$128.19 - $130.42 $81,528 - $82,947
-636 Reduced 27.05%
1,715 $221,000
Q3 2021

Oct 21, 2021

BUY
$129.96 - $131.96 $305,535 - $310,237
2,351 New
2,351 $304,000
Q4 2020

Jan 22, 2021

SELL
$132.44 - $133.52 $1.07 Million - $1.08 Million
-8,115 Closed
0 $0
Q3 2020

Oct 14, 2020

BUY
$133.35 - $134.1 $1.08 Million - $1.09 Million
8,115 New
8,115 $1.08 Million

Others Institutions Holding IEI

About ISHARES BARCLAYS 3-7 YR TREAS


  • Ticker IEI
  • Sector ETFs
  • Industry ETFs
More about IEI
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