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

Ever Source Wealth Advisors, LLC

  • $1.48 Billion
  • Q3 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 12,818 shares of IEI stock, worth $1.48 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
12,818
Previous 11,460 11.85%
Holding current value
$1.48 Million
Previous $1.32 Million 15.87%
% of portfolio
0.1%
Previous 0.09%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024
BUY
$114.73 - $120.23 $155,803 - $163,272
1,358 Added 11.85%
12,818 $1.53 Million
Q2 2024

Aug 13, 2024
BUY
$113.43 - $115.88 $200,090 - $204,412
1,764 Added 18.19%
11,460 $1.32 Million
Q1 2024

Jun 11, 2024
BUY
$114.97 - $117.54 $525,067 - $536,805
4,567 Added 89.04%
9,696 $1.12 Million
Q4 2023

Feb 09, 2024
SELL
$111.61 - $117.37 $1,339 - $1,408
-12 Reduced 0.23%
5,129 $600,000
Q3 2023

Nov 03, 2023
BUY
$112.76 - $116.14 $3,946 - $4,064
35 Added 0.69%
5,141 $581,000
Q2 2023

Aug 04, 2023
SELL
$115.23 - $119.04 $8,872 - $9,166
-77 Reduced 1.49%
5,106 $588,000
Q4 2022

Feb 09, 2023
SELL
$112.33 - $116.76 $152,993 - $159,027
-1,362 Reduced 20.81%
5,183 $595,000
Q3 2022

Nov 07, 2022
BUY
$113.35 - $121.3 $116,977 - $125,181
1,032 Added 18.72%
6,545 $748,000
Q2 2022

Aug 01, 2022
SELL
$116.23 - $121.42 $136,570 - $142,668
-1,175 Reduced 17.57%
5,513 $658,000
Q1 2022

May 25, 2022
SELL
$121.42 - $128.17 $98,228 - $103,689
-809 Reduced 10.79%
6,688 $816,000
Q4 2021

Feb 07, 2022
BUY
$128.19 - $130.42 $961,040 - $977,758
7,497 New
7,497 $965,000

Others Institutions Holding IEI

# of Institutions
777
Shares Held
94.6M
Call Options Held
174K
Put Options Held
56.1K
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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