Concord Wealth Partners Ishares Barclays 3 7 Yr Treas Transaction History

Concord Wealth Partners

  • $591 Million
  • Q3 2024

A detailed history of Concord Wealth Partners transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Concord Wealth Partners holds 1,328 shares of IEI stock, worth $153,330. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,328
Previous 1,328 -0.0%
Holding current value
$153,330
Previous $153,000 3.27%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Apr 30, 2024
SELL
$114.97 - $117.54 $59,324 - $60,650
-516 Reduced 27.98%
1,328 $153,000
Q4 2023

Apr 30, 2024
SELL
$111.61 - $117.37 $43,639 - $45,891
-391 Reduced 17.49%
1,844 $215,000
Q4 2023

Feb 05, 2024
SELL
$111.61 - $117.37 $43,639 - $45,891
-391 Reduced 17.49%
1,844 $215,000
Q3 2023

Apr 30, 2024
BUY
$112.76 - $116.14 $44,089 - $45,410
391 Added 21.2%
2,235 $252,000
Q3 2023

Oct 25, 2023
SELL
$112.76 - $116.14 $7,442 - $7,665
-66 Reduced 2.87%
2,235 $252,000
Q2 2023

Aug 07, 2023
BUY
$115.23 - $119.04 $806 - $833
7 Added 0.31%
2,301 $265,000
Q1 2023

Apr 26, 2023
BUY
$113.55 - $118.41 $7,721 - $8,051
68 Added 3.05%
2,294 $269,000
Q4 2022

Jan 27, 2023
BUY
$112.33 - $116.76 $250,046 - $259,907
2,226 New
2,226 $255,000
Q2 2022

Aug 04, 2022
BUY
$116.23 - $121.42 $2,557 - $2,671
22 Added 20.75%
128 $15,000
Q1 2022

Apr 20, 2022
BUY
$121.42 - $128.17 $12,870 - $13,586
106 New
106 $13,000

Others Institutions Holding IEI

# of Institutions
775
Shares Held
94.7M
Call Options Held
174K
Put Options Held
56.1K
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 Concord Wealth Partners Portfolio

Follow Concord Wealth Partners 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 Concord Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Concord Wealth Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email