A detailed history of Baystate Wealth Management LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Baystate Wealth Management LLC holds 82 shares of IEI stock, worth $9,457. This represents 0.0% of its overall portfolio holdings.

Number of Shares
82
Previous 140 41.43%
Holding current value
$9,457
Previous $15,000 40.0%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 29, 2024

SELL
$111.61 - $117.37 $6,473 - $6,807
-58 Reduced 41.43%
82 $9,000
Q3 2023

Oct 25, 2023

SELL
$112.76 - $116.14 $18,492 - $19,046
-164 Reduced 53.95%
140 $15,000
Q2 2023

Sep 21, 2023

SELL
$115.23 - $119.04 $4.38 Million - $4.52 Million
-37,974 Reduced 99.21%
304 $35,000
Q2 2023

Aug 02, 2023

BUY
$115.23 - $119.04 $4.4 Million - $4.54 Million
38,175 Added 37063.11%
38,278 $4.41 Million
Q1 2023

Apr 25, 2023

SELL
$113.55 - $118.41 $4,655 - $4,854
-41 Reduced 28.47%
103 $12,000
Q4 2022

Jan 12, 2023

SELL
$112.33 - $116.76 $359,006 - $373,164
-3,196 Reduced 95.69%
144 $17,000
Q3 2022

Nov 10, 2022

BUY
$113.35 - $121.3 $167,531 - $179,281
1,478 Added 79.38%
3,340 $382,000
Q2 2022

Aug 02, 2022

BUY
$116.23 - $121.42 $216,420 - $226,084
1,862 New
1,862 $222,000

Others Institutions Holding IEI

About ISHARES BARCLAYS 3-7 YR TREAS


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