Hcr Wealth Advisors Ishares Barclays 3 7 Yr Treas Transaction History

Hcr Wealth Advisors

$759 Million
Q1 2025

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 10,114 shares of IEI stock, worth $1.21 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

10,114

Previous 12,039 15.99%

Holding current value

$1.21 Million

Previous $1.39 Million 14.16%

% of portfolio

0.16%

Previous 0.18%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	SELL	$114.57 - $118.14 $220,547 - $227,419	-1,925 Reduced 15.99%	10,114 $1.19 Million
Q4 2024 Jan 14, 2025	SELL	$115.08 - $119.55 $38,091 - $39,571	-331 Reduced 2.68%	12,039 $1.39 Million
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

# of Institutions

843

Shares Held

108M

Call Options Held

993K

Put Options Held

529K

View Full List

About ISHARES BARCLAYS 3-7 YR TREAS

Ticker IEI
Sector ETFs
Industry ETFs

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Hcr Wealth Advisors Ishares Barclays 3 7 Yr Treas Transaction History