Congress Wealth Management LLC Ishares Barclays 3 7 Yr Treas Transaction History

Congress Wealth Management LLC

  • $7.2 Billion
  • Q3 2024

A detailed history of Congress Wealth Management LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Congress Wealth Management LLC holds 4,215 shares of IEI stock, worth $489,108. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,215
Previous 4,487 6.06%
Holding current value
$489,108
Previous $518,000 2.7%
% of portfolio
0.01%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$114.73 - $120.23 $31,206 - $32,702
-272 Reduced 6.06%
4,215 $504,000
Q2 2024

Aug 13, 2024
BUY
$113.43 - $115.88 $4,877 - $4,982
43 Added 0.97%
4,487 $518,000
Q1 2024

Apr 18, 2024
SELL
$114.97 - $117.54 $1,494 - $1,528
-13 Reduced 0.29%
4,444 $514,000
Q4 2023

Feb 09, 2024
SELL
$111.61 - $117.37 $145,539 - $153,050
-1,304 Reduced 22.63%
4,457 $522,000
Q3 2023

Oct 30, 2023
SELL
$112.76 - $116.14 $70,362 - $72,471
-624 Reduced 9.77%
5,761 $651,000
Q2 2023

Jul 13, 2023
SELL
$115.23 - $119.04 $5,876 - $6,071
-51 Reduced 0.79%
6,385 $735,000
Q1 2023

Apr 14, 2023
BUY
$113.55 - $118.41 $30,658 - $31,970
270 Added 4.38%
6,436 $757,000
Q4 2022

Feb 02, 2023
BUY
$112.33 - $116.76 $63,129 - $65,619
562 Added 10.03%
6,166 $708,000
Q3 2022

Nov 08, 2022
BUY
$113.35 - $121.3 $42,732 - $45,730
377 Added 7.21%
5,604 $641,000
Q2 2022

Aug 11, 2022
SELL
$116.23 - $121.42 $226,067 - $236,161
-1,945 Reduced 27.12%
5,227 $623,000
Q1 2022

May 16, 2022
SELL
$121.42 - $128.17 $34,483 - $36,400
-284 Reduced 3.81%
7,172 $875,000
Q4 2021

Feb 04, 2022
BUY
$128.19 - $130.42 $955,784 - $972,411
7,456 New
7,456 $959,000

Others Institutions Holding IEI

# of Institutions
775
Shares Held
95.5M
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
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