Bsw Wealth Partners Ishares Barclays 3 7 Yr Treas Transaction History

Bsw Wealth Partners

$653 Million
Q1 2025

A detailed history of Bsw Wealth Partners transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Bsw Wealth Partners holds 5,129 shares of IEI stock, worth $609,581. This represents 0.09% of its overall portfolio holdings.

Number of Shares

5,129

Previous 8,632 40.58%

Holding current value

$609,581

Previous $997,000 39.32%

% of portfolio

0.09%

Previous 0.15%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	SELL	$114.57 - $118.14 $401,338 - $413,844	-3,503 Reduced 40.58%	5,129 $605,000
Q4 2024 Jan 22, 2025	BUY	$115.08 - $119.55 $993,370 - $1.03 Million	8,632 New	8,632 $997,000
Q2 2024 Jul 16, 2024	SELL	$113.43 - $115.88 $546,732 - $558,541	-4,820 Reduced 72.8%	1,801 $207,000
Q1 2024 Apr 23, 2024	SELL	$114.97 - $117.54 $1.73 Million - $1.77 Million	-15,072 Reduced 69.48%	6,621 $766,000
Q4 2023 Jan 25, 2024	BUY	$111.61 - $117.37 $2.42 Million - $2.55 Million	21,693 New	21,693 $2.54 Million
Q4 2022 Feb 13, 2023	BUY	$112.33 - $116.76 $1.79 Million - $1.86 Million	15,933 New	15,933 $1.83 Million

Others Institutions Holding IEI

# of Institutions

862

Shares Held

114M

Call Options Held

2.34M

Put Options Held

666K

View Full List

About ISHARES BARCLAYS 3-7 YR TREAS

Ticker IEI
Sector ETFs
Industry ETFs

More about IEI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bsw Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Bsw Wealth Partners with notifications on news.

Account

Bsw Wealth Partners Ishares Barclays 3 7 Yr Treas Transaction History