Bright Futures Wealth Management, Llc. Ishares Barclays 3 7 Yr Treas Transaction History

Bright Futures Wealth Management, Llc.

  • $87.3 Million
  • Q1 2025

A detailed history of Bright Futures Wealth Management, Llc. transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Bright Futures Wealth Management, Llc. holds 26,990 shares of IEI stock, worth $3.22 Million. This represents 3.65% of its overall portfolio holdings.

Number of Shares
26,990
Previous 30,212 10.66%
Holding current value
$3.22 Million
Previous $3.49 Million 8.65%
% of portfolio
3.65%
Previous 3.45%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
SELL
$114.57 - $118.14 $369,144 - $380,647
-3,222 Reduced 10.66%
26,990 $3.19 Million
Q4 2024

Jan 30, 2025
SELL
$115.08 - $119.55 $819,714 - $851,554
-7,123 Reduced 19.08%
30,212 $3.49 Million
Q3 2024

Oct 31, 2024
BUY
$114.73 - $120.23 $397,539 - $416,596
3,465 Added 10.23%
37,335 $4.47 Million
Q2 2024

Aug 07, 2024
BUY
$113.43 - $115.88 $191,696 - $195,837
1,690 Added 5.25%
33,870 $3.91 Million
Q1 2024

Jun 28, 2024
BUY
$114.97 - $117.54 $3.7 Million - $3.78 Million
32,180 New
32,180 $3.72 Billion

Others Institutions Holding IEI

# of Institutions
829
Shares Held
105M
Call Options Held
1.17M
Put Options Held
529K
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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