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

Iht Wealth Management, LLC

$3.06 Billion
Q1 2025

A detailed history of Iht Wealth Management, LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Iht Wealth Management, LLC holds 35,779 shares of IEI stock, worth $4.23 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

35,779

Previous 42,574 15.96%

Holding current value

$4.23 Million

Previous $4.92 Million 14.09%

% of portfolio

0.14%

Previous 0.16%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$114.57 - $118.14 $778,503 - $802,761	-6,795 Reduced 15.96%	35,779 $4.23 Million
Q4 2024 Feb 14, 2025	BUY	$115.08 - $119.55 $1.53 Million - $1.59 Million	13,335 Added 45.61%	42,574 $4.92 Million
Q3 2024 Nov 14, 2024	BUY	$114.73 - $120.23 $3 Million - $3.15 Million	26,189 Added 858.66%	29,239 $3.5 Million
Q2 2024 Aug 14, 2024	SELL	$113.43 - $115.88 $91,197 - $93,167	-804 Reduced 20.86%	3,050 $352,000
Q1 2024 May 15, 2024	SELL	$114.97 - $117.54 $355,142 - $363,081	-3,089 Reduced 44.49%	3,854 $446,000
Q4 2023 Feb 14, 2024	SELL	$111.61 - $117.37 $214,737 - $225,819	-1,924 Reduced 21.7%	6,943 $813,000
Q3 2023 Nov 14, 2023	BUY	$112.76 - $116.14 $203,757 - $209,864	1,807 Added 25.59%	8,867 $1 Million
Q2 2023 Aug 14, 2023	BUY	$115.23 - $119.04 $554,141 - $572,463	4,809 Added 213.64%	7,060 $813,000
Q1 2023 May 15, 2023	BUY	$113.55 - $118.41 $10,787 - $11,248	95 Added 4.41%	2,251 $264,000
Q4 2022 Feb 14, 2023	BUY	$112.33 - $116.76 $224 - $233	2 Added 0.09%	2,156 $247,000
Q3 2022 Nov 22, 2022	BUY	$113.35 - $121.3 $244,155 - $261,280	2,154 New	2,154 $246,000
Q4 2021 Feb 14, 2022	SELL	$128.19 - $130.42 $304,451 - $309,747	-2,375 Closed	0 $0
Q3 2021 Nov 15, 2021	SELL	$129.96 - $131.96 $507,623 - $515,435	-3,906 Reduced 62.19%	2,375 $309,000
Q2 2021 Aug 16, 2021	BUY	$129.78 - $131.28 $22,971 - $23,236	177 Added 2.9%	6,281 $820,000
Q1 2021 May 18, 2021	BUY	$129.89 - $133.02 $16,885 - $17,292	130 Added 2.18%	6,104 $793,000
Q4 2020 Feb 17, 2021	BUY	$132.44 - $133.52 $21,720 - $21,897	164 Added 2.82%	5,974 $794,000
Q3 2020 Nov 19, 2020	BUY	$133.35 - $134.1 $270,833 - $272,357	2,031 Added 53.74%	5,810 $776,000
Q2 2020 Aug 14, 2020	SELL	$132.55 - $133.72 $10,869 - $10,965	-82 Reduced 2.12%	3,779 $505,000
Q1 2020 May 13, 2020	SELL	$125.97 - $133.34 $312,531 - $330,816	-2,481 Reduced 39.12%	3,861 $515,000
Q4 2019 Feb 18, 2020	BUY	$125.41 - $127.8 $110,109 - $112,208	878 Added 16.07%	6,342 $798,000
Q3 2019 Nov 15, 2019	SELL	$125.52 - $127.0 $182,757 - $184,912	-1,456 Reduced 21.04%	5,464 $693,000
Q2 2019 Aug 12, 2019	SELL	N/A	-1,764 Reduced 20.31%	6,920 $870,000
Q1 2019 May 16, 2019	BUY	N/A	2,028 Added 30.47%	8,684 $1.07 Million
Q4 2018 Feb 15, 2019	BUY	N/A	798 Added 13.62%	6,656 $808,000
Q3 2018 Nov 14, 2018	BUY	N/A	289 Added 5.19%	5,858 $697,000
Q2 2018 Aug 13, 2018	BUY	N/A	1,233 Added 28.44%	5,569 $668,000
Q1 2018 May 15, 2018	SELL	N/A	-12 Reduced 0.28%	4,336 $523,000
Q4 2017 Feb 14, 2018	BUY	N/A	8 Added 0.18%	4,348 $530,000
Q3 2017 Nov 14, 2017	BUY	N/A	4,340	4,340 $535,000

Others Institutions Holding IEI

# of Institutions

860

Shares Held

113M

Call Options Held

2.34M

Put Options Held

666K

View Full List

About ISHARES BARCLAYS 3-7 YR TREAS

Ticker IEI
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Iht Wealth Management, LLC Ishares Barclays 3 7 Yr Treas Transaction History