Fortune Financial Advisors, LLC Ishares Barclays 3 7 Yr Treas Transaction History

Fortune Financial Advisors, LLC

$110 Billion
Q4 2024

A detailed history of Fortune Financial Advisors, LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Fortune Financial Advisors, LLC holds 25,391 shares of IEI stock, worth $2.95 Million. This represents 2.67% of its overall portfolio holdings.

Number of Shares

25,391

Previous 24,738 2.64%

Holding current value

$2.95 Million

Previous $2.96 Billion 0.84%

% of portfolio

2.67%

Previous 2.68%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$115.08 - $119.55 $75,147 - $78,066	653 Added 2.64%	25,391 $2.93 Billion
Q3 2024 Oct 24, 2024	BUY	$114.73 - $120.23 $39,696 - $41,599	346 Added 1.42%	24,738 $2.96 Billion
Q2 2024 Jul 16, 2024	BUY	$113.43 - $115.88 $101,519 - $103,712	895 Added 3.81%	24,392 $2.82 Billion
Q1 2024 Apr 23, 2024	BUY	$114.97 - $117.54 $20,119 - $20,569	175 Added 0.75%	23,497 $2.72 Billion
Q4 2023 Jan 25, 2024	BUY	$111.61 - $117.37 $11,384 - $11,971	102 Added 0.44%	23,322 $2.73 Billion
Q3 2023 Oct 25, 2023	BUY	$112.76 - $116.14 $11,839 - $12,194	105 Added 0.45%	23,220 $2.63 Billion
Q2 2023 Aug 07, 2023	BUY	$115.23 - $119.04 $2.66 Million - $2.75 Million	23,115 New	23,115 $2.66 Billion

Others Institutions Holding IEI

# of Institutions

786

Shares Held

104M

Call Options Held

779K

Put Options Held

215K

View Full List

About ISHARES BARCLAYS 3-7 YR TREAS

Ticker IEI
Sector ETFs
Industry ETFs

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Fortune Financial Advisors, LLC Ishares Barclays 3 7 Yr Treas Transaction History