Dakota Wealth Management Ishares Barclays 3 7 Yr Treas Transaction History

Dakota Wealth Management

  • $4.2 Billion
  • Q1 2025

A detailed history of Dakota Wealth Management transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Dakota Wealth Management holds 2,008 shares of IEI stock, worth $237,666. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,008
Previous 1,931 3.99%
Holding current value
$237,666
Previous $223,000 6.28%
% of portfolio
0.01%
Previous 0.01%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 01, 2025
BUY
$114.57 - $118.14 $8,821 - $9,096
77 Added 3.99%
2,008 $237,000
Q4 2024

Jan 17, 2025
BUY
$115.08 - $119.55 $222,219 - $230,851
1,931 New
1,931 $223,000
Q1 2022

May 13, 2022
SELL
$121.42 - $128.17 $1.18 Million - $1.25 Million
-9,727 Closed
0 $0
Q4 2021

Feb 10, 2022
SELL
$128.19 - $130.42 $165,621 - $168,502
-1,292 Reduced 11.73%
9,727 $1.25 Million
Q3 2021

Nov 15, 2021
BUY
$129.96 - $131.96 $236,787 - $240,431
1,822 Added 19.81%
11,019 $1.43 Million
Q2 2021

Aug 02, 2021
BUY
$129.78 - $131.28 $91,624 - $92,683
706 Added 8.31%
9,197 $1.2 Million
Q1 2021

May 10, 2021
SELL
$129.89 - $133.02 $73,128 - $74,890
-563 Reduced 6.22%
8,491 $1.1 Million
Q4 2020

Feb 12, 2021
BUY
$132.44 - $133.52 $52,048 - $52,473
393 Added 4.54%
9,054 $1.2 Million
Q3 2020

Nov 04, 2020
BUY
$133.35 - $134.1 $51,339 - $51,628
385 Added 4.65%
8,661 $1.16 Million
Q2 2020

Aug 07, 2020
BUY
$132.55 - $133.72 $36,186 - $36,505
273 Added 3.41%
8,276 $1.11 Million
Q1 2020

Apr 29, 2020
BUY
$125.97 - $133.34 $3,023 - $3,200
24 Added 0.3%
8,003 $1.07 Million
Q4 2019

Feb 06, 2020
BUY
$125.41 - $127.8 $154,505 - $157,449
1,232 Added 18.26%
7,979 $1 Million
Q3 2019

Nov 14, 2019
BUY
$125.52 - $127.0 $234,471 - $237,236
1,868 Added 38.29%
6,747 $856,000
Q2 2019

Aug 07, 2019
BUY
N/A
3,151 Added 182.35%
4,879 $613,000
Q1 2019

Apr 29, 2019
BUY
N/A
1,728 New
1,728 $213,000

Others Institutions Holding IEI

# of Institutions
861
Shares Held
114M
Call Options Held
2.34M
Put Options Held
666K
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 Dakota Wealth Management Portfolio

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

News

Stay updated on Dakota Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email