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

Iht Wealth Management, LLC

  • $2.59 Billion
  • Q1 2024

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 3,854 shares of IEI stock, worth $445,021. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,854
Previous 6,943 44.49%
Holding current value
$445,021
Previous $813,000 45.14%
% of portfolio
0.02%
Previous 0.04%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$112.59 - $116.76 $225 - $233
2 Added 0.09%
2,156 $247,000
Q3 2022

Nov 22, 2022
BUY
N/A
2,154 New
2,154 $246,000
Q4 2021

Feb 14, 2022
SELL
N/A
-2,375 Closed
0 $0
Q3 2021

Nov 15, 2021
SELL
N/A
-3,906 Reduced 62.19%
2,375 $309,000
Q2 2021

Aug 16, 2021
BUY
N/A
177 Added 2.9%
6,281 $820,000
Q1 2021

May 18, 2021
BUY
N/A
130 Added 2.18%
6,104 $793,000
Q4 2020

Feb 17, 2021
BUY
N/A
164 Added 2.82%
5,974 $794,000
Q3 2020

Nov 19, 2020
BUY
N/A
2,031 Added 53.74%
5,810 $776,000
Q2 2020

Aug 14, 2020
SELL
N/A
-82 Reduced 2.12%
3,779 $505,000
Q1 2020

May 13, 2020
SELL
N/A
-2,481 Reduced 39.12%
3,861 $515,000
Q4 2019

Feb 18, 2020
BUY
N/A
878 Added 16.07%
6,342 $798,000
Q3 2019

Nov 15, 2019
SELL
N/A
-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
705
Shares Held
86.2M
Call Options Held
131K
Put Options Held
569K
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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