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

Ever Source Wealth Advisors, LLC

$1.95 Billion
Q2 2025

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 5,601 shares of IEI stock, worth $672,400. This represents 0.03% of its overall portfolio holdings.

Number of Shares

5,601

Previous 7,637 26.66%

Holding current value

$672,400

Previous $902,000 26.05%

% of portfolio

0.03%

Previous 0.05%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$116.93 - $119.39 $238,069 - $243,078	-2,036 Reduced 26.66%	5,601 $667,000
Q1 2025 May 13, 2025	SELL	$114.57 - $118.14 $799,354 - $824,262	-6,977 Reduced 47.74%	7,637 $902,000
Q4 2024 Feb 07, 2025	BUY	$115.08 - $119.55 $206,683 - $214,711	1,796 Added 14.01%	14,614 $1.69 Million
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

875

Shares Held

111M

Call Options Held

1.08M

Put Options Held

872K

View Full List

About ISHARES BARCLAYS 3-7 YR TREAS

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