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 $799,212. This represents 0.41% of its overall portfolio holdings.

Number of Shares
6,669
Previous 6,669 -0.0%
Holding current value
$799,212
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
871
Shares Held
110M
Call Options Held
1.08M
Put Options Held
872K
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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