Geo Wealth Management, LLC Ishares Barclays 3 7 Yr Treas Transaction History

Geo Wealth Management, LLC

  • $2.48 Billion
  • Q1 2024

A detailed history of Geo Wealth Management, LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Geo Wealth Management, LLC holds 50,250 shares of IEI stock, worth $5.82 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
50,250
Previous 96,814 48.1%
Holding current value
$5.82 Million
Previous $11.3 Million 48.68%
% of portfolio
0.23%
Previous 0.96%

Shares

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

May 15, 2024
SELL
$114.97 - $117.54 $5.58 Million - $5.7 Million
-48,526 Reduced 96.57%
1,724 $199,000
Q1 2024

May 15, 2024
SELL
$114.97 - $117.54 $5.35 Million - $5.47 Million
-46,564 Reduced 48.1%
50,250 $5.82 Million
Q4 2023

Feb 13, 2024
BUY
$111.61 - $117.37 $4.69 Million - $4.93 Million
42,000 Added 76.62%
96,814 $11.3 Million
Q3 2023

Nov 13, 2023
SELL
$112.76 - $116.14 $3.09 Million - $3.18 Million
-27,421 Reduced 33.34%
54,814 $6.2 Million
Q2 2023

Aug 10, 2023
BUY
$115.23 - $119.04 $3.43 Million - $3.54 Million
29,763 Added 56.72%
82,235 $9.48 Million
Q1 2023

May 12, 2023
SELL
$113.55 - $118.41 $3.02 Million - $3.15 Million
-26,564 Reduced 33.61%
52,472 $6.17 Million
Q4 2022

Feb 13, 2023
SELL
$112.59 - $116.76 $636,809 - $660,394
-5,656 Reduced 6.68%
79,036 $9.08 Million
Q3 2022

Nov 14, 2022
BUY
N/A
84,692 New
84,692 $9.68 Million
Q1 2022

May 13, 2022
SELL
N/A
-27,412 Closed
0 $0
Q4 2021

Feb 14, 2022
BUY
N/A
1,963 Added 7.71%
27,412 $3.53 Million
Q3 2021

Nov 12, 2021
BUY
N/A
943 Added 3.85%
25,449 $3.31 Million
Q2 2021

Aug 17, 2021
BUY
N/A
2,770 Added 12.74%
24,506 $3.2 Million
Q1 2021

May 13, 2021
SELL
N/A
-1,376 Reduced 5.95%
21,736 $2.82 Million
Q4 2020

Feb 12, 2021
SELL
N/A
-16,822 Reduced 42.12%
23,112 $3.08 Million
Q3 2020

Nov 13, 2020
SELL
N/A
-5,719 Reduced 12.53%
39,934 $5.32 Million
Q2 2020

Aug 14, 2020
BUY
N/A
45,653 New
45,653 $6.1 Million

Others Institutions Holding IEI

# of Institutions
704
Shares Held
86.1M
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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