Cascade Financial Partners, LLC Ishares Barclays 3 7 Yr Treas Transaction History

Cascade Financial Partners, LLC

  • $793 Billion
  • Q1 2025

A detailed history of Cascade Financial Partners, LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 26,887 shares of IEI stock, worth $3.2 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares
26,887
Previous 20,282 32.57%
Holding current value
$3.2 Million
Previous $2.34 Billion 35.53%
% of portfolio
0.4%
Previous 0.31%

Shares

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

May 13, 2025
BUY
$114.57 - $118.14 $756,734 - $780,314
6,605 Added 32.57%
26,887 $3.18 Billion
Q4 2024

Feb 07, 2025
BUY
$115.08 - $119.55 $350,188 - $363,790
3,043 Added 17.65%
20,282 $2.34 Billion
Q3 2024

Oct 24, 2024
BUY
$114.73 - $120.23 $21,225 - $22,242
185 Added 1.08%
17,239 $2.02 Billion
Q2 2024

Jul 31, 2024
BUY
$113.43 - $115.88 $654,717 - $668,859
5,772 Added 51.16%
17,054 $1.97 Billion
Q1 2024

May 14, 2024
BUY
$114.97 - $117.54 $1.3 Million - $1.33 Million
11,282 New
11,282 $1.29 Billion

Others Institutions Holding IEI

# of Institutions
878
Shares Held
115M
Call Options Held
2.34M
Put Options Held
666K
View Full List

About ISHARES BARCLAYS 3-7 YR TREAS

IEI Quotes by TradingView
  • Ticker IEI
  • Sector ETFs
  • Industry ETFs
More about IEI
Track This Portfolio

Track Cascade Financial Partners, LLC Portfolio

Follow Cascade Financial Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Cascade Financial Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email