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 $486,158. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,215
Previous 4,487 6.06%
Holding current value
$486,158
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
777
Shares Held
94.6M
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 Congress Wealth Management LLC Portfolio

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email