A detailed history of Csm Advisors, LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Csm Advisors, LLC holds 189,900 shares of IEI stock, worth $22.7 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares
189,900
Previous 229,600 17.29%
Holding current value
$22.7 Million
Previous $27.3 Million 17.0%
% of portfolio
0.63%
Previous 0.8%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025

SELL
$117.65 - $120.08 $4.67 Million - $4.77 Million
-39,700 Reduced 17.29%
189,900 $22.7 Million
Q2 2025

Aug 07, 2025

SELL
$116.93 - $119.39 $26.2 Million - $26.7 Million
-223,800 Reduced 49.36%
229,600 $27.3 Million
Q4 2024

Feb 14, 2025

SELL
$115.08 - $119.55 $26.1 Million - $27.1 Million
-226,700 Reduced 50.0%
226,700 $26.2 Million
Q4 2024

Feb 14, 2025

BUY
$115.08 - $119.55 $26.1 Million - $27.1 Million
226,700 Added 100.0%
453,400 $52.4 Million
Q3 2024

Nov 14, 2024

BUY
$114.73 - $120.23 $26 Million - $27.3 Million
226,700 New
226,700 $27.1 Million

Others Institutions Holding IEI

About ISHARES BARCLAYS 3-7 YR TREAS


  • Ticker IEI
  • Sector ETFs
  • Industry ETFs
More about IEI
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