Erts Wealth Advisors, LLC Ishares Barclays 3 7 Yr Treas Transaction History

Erts Wealth Advisors, LLC

  • $490 Million
  • Q1 2024

A detailed history of Erts Wealth Advisors, LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Erts Wealth Advisors, LLC holds 5,662 shares of IEI stock, worth $653,791. This represents 0.13% of its overall portfolio holdings.

Number of Shares
5,662
Previous 16,464 65.61%
Holding current value
$653,791
Previous $1.93 Million 66.03%
% of portfolio
0.13%
Previous 0.42%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024
SELL
$114.97 - $117.54 $1.24 Million - $1.27 Million
-10,802 Reduced 65.61%
5,662 $655,000
Q4 2023

Jan 23, 2024
BUY
$111.61 - $117.37 $22,322 - $23,474
200 Added 1.23%
16,464 $1.93 Million
Q3 2023

Oct 16, 2023
BUY
$112.76 - $116.14 $136,101 - $140,180
1,207 Added 8.02%
16,264 $1.84 Million
Q2 2023

Jul 17, 2023
BUY
$115.23 - $119.04 $173,997 - $179,750
1,510 Added 11.15%
15,057 $1.74 Million
Q1 2023

Apr 18, 2023
BUY
$113.55 - $118.41 $699,695 - $729,642
6,162 Added 83.44%
13,547 $1.59 Million
Q4 2022

Jan 27, 2023
BUY
$112.59 - $116.76 $115,404 - $119,679
1,025 Added 16.12%
7,385 $848,000
Q3 2022

Nov 08, 2022
SELL
N/A
-2,804 Reduced 30.6%
6,360 $727,000
Q2 2022

Aug 08, 2022
BUY
N/A
2,668 Added 41.07%
9,164 $0
Q1 2022

May 11, 2022
SELL
N/A
-5,034 Reduced 43.66%
6,496 $793,000
Q4 2021

Feb 15, 2022
BUY
N/A
355 Added 3.18%
11,530 $1.48 Million
Q3 2021

Oct 13, 2021
BUY
N/A
2,744 Added 32.55%
11,175 $1.46 Million
Q2 2021

Aug 11, 2021
BUY
N/A
2,413 Added 40.1%
8,431 $1.1 Million
Q1 2021

May 07, 2021
BUY
N/A
2,304 Added 62.04%
6,018 $782,000
Q4 2020

Feb 12, 2021
SELL
N/A
-260 Reduced 6.54%
3,714 $494,000
Q3 2020

Nov 13, 2020
BUY
N/A
387 Added 10.79%
3,974 $531,000
Q2 2020

Aug 14, 2020
BUY
N/A
116 Added 3.34%
3,587 $479,000
Q1 2020

May 15, 2020
SELL
N/A
-110,218 Reduced 96.95%
3,471 $463,000
Q4 2019

Feb 19, 2020
BUY
N/A
75,694 Added 199.22%
113,689 $14.3 Million
Q4 2019

Feb 12, 2020
SELL
N/A
-59,188 Reduced 60.9%
37,995 $4.61 Million
Q3 2019

Nov 05, 2019
BUY
N/A
66,193 Added 213.59%
97,183 $12.3 Million
Q2 2019

Aug 13, 2019
SELL
N/A
-653 Reduced 2.06%
30,990 $3.9 Million
Q1 2019

May 15, 2019
SELL
N/A
-6,352 Reduced 16.72%
31,643 $3.9 Million
Q4 2018

Feb 14, 2019
BUY
N/A
37,995 New
37,995 $4.61 Million

Others Institutions Holding IEI

# of Institutions
705
Shares Held
86.2M
Call Options Held
131K
Put Options Held
569K
View Full List

About ISHARES BARCLAYS 3-7 YR TREAS

IEI Quotes by TradingView
  • Ticker IEI
  • Sector ETFs
  • Industry ETFs
More about IEI
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