Ellevest, Inc. Ishares Barclays 3 7 Yr Treas Transaction History

Ellevest, Inc.

$677 Million
Q3 2025

A detailed history of Ellevest, Inc. transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Ellevest, Inc. holds 1,860 shares of IEI stock, worth $222,121. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,860

Holding current value

$222,121

% of portfolio

0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$117.65 - $120.08 $218,829 - $223,348	1,860 New	1,860 $222,000
Q2 2021 Jul 13, 2021	SELL	$129.78 - $131.28 $4,282 - $4,332	-33 Closed	0 $0
Q1 2021 May 03, 2021	SELL	$129.89 - $133.02 $132,098 - $135,281	-1,017 Reduced 96.86%	33 $4,000
Q4 2020 Feb 04, 2021	BUY	$132.44 - $133.52 $134,691 - $135,789	1,017 Added 3081.82%	1,050 $140,000
Q3 2020 Oct 26, 2020	SELL	$133.35 - $134.1 $3,067 - $3,084	-23 Reduced 41.07%	33 $4,000

Q2 2020 Jul 06, 2020	BUY	$132.55 - $133.72 $7,422 - $7,488	56 New	56 $7,000
Q2 2019 Aug 20, 2019	SELL	N/A	-72 Closed	0 $0
Q1 2019 May 01, 2019	BUY	N/A	72 New	72 $9,000

Others Institutions Holding IEI

# of Institutions

900

Shares Held

120M

Call Options Held

920K

Put Options Held

933K

Jpmorgan Chase & CO New York, NY

16.5M
Shares

$1.97 Billion
0.13% of portfolio
Bank Of America Corp Charlotte, NC

7.04M
Shares

$840 Million
0.06% of portfolio
Captrust Financial Advisors Raleigh, NC

5.64M
Shares

$674 Million
1.44% of portfolio
Invesco Ltd. Atlanta, GA

4.29M
Shares

$513 Million
0.09% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

4.25M
Shares

$508 Million
0.97% of portfolio

View Full List

About ISHARES BARCLAYS 3-7 YR TREAS

Ticker IEI
Sector ETFs
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