A detailed history of Hcr Wealth Advisors transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Hcr Wealth Advisors holds 12,370 shares of IEI stock, worth $1.43 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
12,370
Previous 12,290 0.65%
Holding current value
$1.43 Million
Previous $1.42 Million 4.23%
% of portfolio
0.2%
Previous 0.2%

Shares

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

Oct 10, 2024

BUY
$114.73 - $120.23 $9,178 - $9,618
80 Added 0.65%
12,370 $1.48 Million
Q2 2024

Aug 06, 2024

BUY
$113.43 - $115.88 $23,820 - $24,334
210 Added 1.74%
12,290 $1.42 Million
Q1 2024

May 10, 2024

BUY
$114.97 - $117.54 $175,904 - $179,836
1,530 Added 14.5%
12,080 $1.4 Million
Q4 2023

Feb 09, 2024

BUY
$111.61 - $117.37 $856,606 - $900,814
7,675 Added 266.96%
10,550 $1.24 Million
Q3 2023

Oct 20, 2023

BUY
$112.76 - $116.14 $324,185 - $333,902
2,875 New
2,875 $325,000
Q3 2022

Nov 07, 2022

BUY
$113.35 - $121.3 $252,203 - $269,892
2,225 New
2,225 $254,000
Q2 2020

Jul 30, 2020

SELL
$132.55 - $133.72 $67,070 - $67,662
-506 Closed
0 $0
Q1 2020

May 08, 2020

BUY
$125.97 - $133.34 $63,110 - $66,803
501 Added 10020.0%
506 $67,000
Q4 2019

Feb 07, 2020

BUY
$125.41 - $127.8 $627 - $639
5 New
5 $1,000

Others Institutions Holding IEI

About ISHARES BARCLAYS 3-7 YR TREAS


  • Ticker IEI
  • Sector ETFs
  • Industry ETFs
More about IEI
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