Avidian Wealth Solutions, LLC Ishares Barclays 3 7 Yr Treas Transaction History

Avidian Wealth Solutions, LLC

  • $1.98 Billion
  • Q1 2024

A detailed history of Avidian Wealth Solutions, LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 8,048 shares of IEI stock, worth $932,441. This represents 0.05% of its overall portfolio holdings.

Number of Shares
8,048
Previous 15,736 48.86%
Holding current value
$932,441
Previous $1.84 Million 49.43%
% of portfolio
0.05%
Previous 0.11%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024
SELL
$114.97 - $117.54 $883,889 - $903,647
-7,688 Reduced 48.86%
8,048 $932,000
Q4 2023

Feb 06, 2024
BUY
$111.61 - $117.37 $396,327 - $416,780
3,551 Added 29.14%
15,736 $1.84 Million
Q3 2023

Oct 13, 2023
BUY
$112.76 - $116.14 $17,703 - $18,233
157 Added 1.31%
12,185 $1.38 Million
Q2 2023

Aug 03, 2023
BUY
$115.23 - $119.04 $418,400 - $432,234
3,631 Added 43.24%
12,028 $1.39 Million
Q1 2023

May 08, 2023
BUY
$113.55 - $118.41 $367,334 - $383,056
3,235 Added 62.67%
8,397 $987,000
Q4 2022

Feb 06, 2023
BUY
$112.59 - $116.76 $88,608 - $91,890
787 Added 17.99%
5,162 $593,000
Q3 2022

Nov 03, 2022
BUY
N/A
1,432 Added 48.66%
4,375 $500,000
Q2 2022

Jul 29, 2022
BUY
N/A
2,943 New
2,943 $351,000
Q1 2022

May 10, 2022
SELL
N/A
-6,567 Closed
0 $0
Q4 2021

Feb 14, 2022
BUY
N/A
6,567 New
6,567 $845,000
Q3 2018

Nov 14, 2018
SELL
N/A
-138 Closed
0 $0
Q2 2018

Aug 14, 2018
BUY
N/A
138 New
138 $16.6 Million
Q3 2017

Nov 14, 2017
SELL
N/A
-1,663 Closed
0 $0
Q2 2017

Aug 14, 2017
BUY
N/A
1,663
1,663 $205,000

Others Institutions Holding IEI

# of Institutions
704
Shares Held
86.1M
Call Options Held
131K
Put Options Held
569K
View Full List

About ISHARES BARCLAYS 3-7 YR TREAS

IEI Quotes by TradingView
  • Ticker IEI
  • Sector ETFs
  • Industry ETFs
More about IEI
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