Core Wealth Partners LLC Ishares Barclays 3 7 Yr Treas Transaction History

Core Wealth Partners LLC

$218 Billion
Q3 2025

A detailed history of Core Wealth Partners LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Core Wealth Partners LLC holds 5,317 shares of IEI stock, worth $634,956. This represents 0.29% of its overall portfolio holdings.

Number of Shares

5,317

Previous 8,195 35.12%

Holding current value

$634,956

Previous $976 Million 34.89%

% of portfolio

0.29%

Previous 0.5%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	SELL	$117.65 - $120.08 $338,596 - $345,590	-2,878 Reduced 35.12%	5,317 $635 Million
Q2 2025 Aug 11, 2025	BUY	$116.93 - $119.39 $318,283 - $324,979	2,722 Added 49.74%	8,195 $976 Million
Q1 2025 May 12, 2025	BUY	$114.57 - $118.14 $77,105 - $79,508	673 Added 14.02%	5,473 $647 Million
Q4 2024 Feb 11, 2025	BUY	$115.08 - $119.55 $277,227 - $287,995	2,409 Added 100.75%	4,800 $555 Million
Q3 2024 Nov 04, 2024	BUY	$114.73 - $120.23 $67,461 - $70,695	588 Added 32.61%	2,391 $286 Million

Q2 2024 Aug 13, 2024	SELL	$113.43 - $115.88 $1,134 - $1,158	-10 Reduced 0.55%	1,803 $208 Million
Q1 2024 Apr 19, 2024	BUY	$114.97 - $117.54 $208,440 - $213,100	1,813 New	1,813 $210 Million
Q2 2023 Aug 11, 2023	BUY	$115.23 - $119.04 $244,172 - $252,245	2,119 New	2,119 $244 Million

Others Institutions Holding IEI

# of Institutions

902

Shares Held

120M

Call Options Held

920K

Put Options Held

933K

View Full List

About ISHARES BARCLAYS 3-7 YR TREAS

Ticker IEI
Sector ETFs
Industry ETFs

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Core Wealth Partners LLC Ishares Barclays 3 7 Yr Treas Transaction History