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

Congress Wealth Management LLC

$6.94 Billion
Q4 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 10,823 shares of IEI stock, worth $1.27 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

10,823

Previous 4,215 156.77%

Holding current value

$1.27 Million

Previous $504,000 148.02%

% of portfolio

0.02%

Previous 0.01%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$115.08 - $119.55 $760,448 - $789,986	6,608 Added 156.77%	10,823 $1.25 Million
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

798

Shares Held

103M

Call Options Held

1.17M

Put Options Held

529K

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 Congress Wealth Management LLC , based on Form 13F filings with the SEC.

News

Stay updated on Congress Wealth Management LLC with notifications on news.

Account

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