Centennial Wealth Advisory LLC Ishares Barclays 3 7 Yr Treas Transaction History

Centennial Wealth Advisory LLC

  • $214 Million
  • Q1 2024

A detailed history of Centennial Wealth Advisory LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Centennial Wealth Advisory LLC holds 26,742 shares of IEI stock, worth $3.1 Million. This represents 1.44% of its overall portfolio holdings.

Number of Shares
26,742
Previous 21,517 24.28%
Holding current value
$3.1 Million
Previous $2.52 Million 22.86%
% of portfolio
1.44%
Previous 1.3%

Shares

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

Apr 22, 2024
BUY
$114.97 - $117.54 $600,718 - $614,146
5,225 Added 24.28%
26,742 $3.1 Million
Q4 2023

Jan 17, 2024
SELL
$111.61 - $117.37 $672,227 - $706,919
-6,023 Reduced 21.87%
21,517 $2.52 Million
Q3 2023

Oct 10, 2023
BUY
$112.76 - $116.14 $20,973 - $21,602
186 Added 0.68%
27,540 $3.12 Million
Q2 2023

Jul 17, 2023
SELL
$115.23 - $119.04 $56,347 - $58,210
-489 Reduced 1.76%
27,354 $3.15 Million
Q1 2023

Apr 13, 2023
BUY
$113.55 - $118.41 $352,686 - $367,781
3,106 Added 12.56%
27,843 $3.28 Million
Q4 2022

Jan 17, 2023
SELL
$112.59 - $116.76 $519,265 - $538,497
-4,612 Reduced 15.71%
24,737 $0
Q3 2022

Oct 12, 2022
SELL
N/A
-1,897 Reduced 6.07%
29,349 $3.35 Million
Q2 2022

Jul 12, 2022
SELL
N/A
-3,090 Reduced 9.0%
31,246 $3.73 Million
Q1 2022

Apr 18, 2022
BUY
N/A
4,853 Added 16.46%
34,336 $4.19 Million
Q4 2021

Jan 13, 2022
SELL
N/A
-9,736 Reduced 24.82%
29,483 $3.79 Million
Q3 2021

Oct 08, 2021
SELL
N/A
-1,248 Reduced 3.08%
39,219 $5.11 Million
Q2 2021

Jul 13, 2021
BUY
N/A
12,164 Added 42.98%
40,467 $5.28 Million
Q1 2021

Apr 14, 2021
BUY
N/A
5,717 Added 25.31%
28,303 $3.68 Million
Q4 2020

Jan 26, 2021
BUY
N/A
22,586 New
22,586 $3 Million

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
Track This Portfolio

Track Centennial Wealth Advisory LLC Portfolio

Follow Centennial Wealth Advisory 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 Centennial Wealth Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Centennial Wealth Advisory LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email