Heron Financial Group, LLC Ishares Barclays 3 7 Yr Treas Transaction History

Heron Financial Group, LLC

  • $185 Million
  • Q2 2023

A detailed history of Heron Financial Group, LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Heron Financial Group, LLC holds 6,669 shares of IEI stock, worth $779,339. This represents 0.41% of its overall portfolio holdings.

Number of Shares
6,669
Previous 6,669 -0.0%
Holding current value
$779,339
Previous $784,000 2.04%
% of portfolio
0.41%
Previous 0.43%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Apr 19, 2023
BUY
$113.55 - $118.41 $757,264 - $789,676
6,669 New
6,669 $784,000
Q3 2022

Oct 27, 2022
BUY
$113.35 - $121.3 $35,025 - $37,481
309 Added 5.56%
5,868 $671,000
Q2 2022

Jul 29, 2022
BUY
$116.23 - $121.42 $97,633 - $101,992
840 Added 17.8%
5,559 $663,000
Q1 2022

May 12, 2022
BUY
$121.42 - $128.17 $11,534 - $12,176
95 Added 2.05%
4,719 $576,000
Q2 2021

Aug 16, 2021
SELL
$129.78 - $131.28 $86,433 - $87,432
-666 Reduced 12.59%
4,624 $604,000
Q1 2021

Apr 14, 2021
SELL
$129.89 - $133.02 $42,344 - $43,364
-326 Reduced 5.8%
5,290 $687,000
Q4 2020

Feb 16, 2021
SELL
$132.44 - $133.52 $56,154 - $56,612
-424 Reduced 7.02%
5,616 $744,000
Q3 2020

Oct 15, 2020
SELL
$133.35 - $134.1 $10,668 - $10,728
-80 Reduced 1.31%
6,040 $804,000
Q2 2020

Jul 20, 2020
SELL
$132.55 - $133.72 $5,964 - $6,017
-45 Reduced 0.73%
6,120 $817,000
Q1 2020

Apr 23, 2020
SELL
$125.97 - $133.34 $109,845 - $116,272
-872 Reduced 12.39%
6,165 $820,000
Q4 2019

Feb 14, 2020
BUY
$125.41 - $127.8 $882,510 - $899,328
7,037 New
7,037 $897,000

Others Institutions Holding IEI

# of Institutions
776
Shares Held
94.6M
Call Options Held
174K
Put Options Held
56.1K
View Full List

About ISHARES BARCLAYS 3-7 YR TREAS

IEI Quotes by TradingView
  • Ticker IEI
  • Sector ETFs
  • Industry ETFs
More about IEI
Track This Portfolio

Track Heron Financial Group, LLC Portfolio

Follow Heron Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heron Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Heron Financial Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email