Kestra Private Wealth Services, LLC Ishares Barclays 3 7 Yr Treas Transaction History

Kestra Private Wealth Services, LLC

$5.67 Billion
Q4 2024

A detailed history of Kestra Private Wealth Services, LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 53,641 shares of IEI stock, worth $6.22 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

53,641

Previous 45,963 16.7%

Holding current value

$6.22 Million

Previous $5.5 Million 12.75%

% of portfolio

0.11%

Previous 0.1%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$115.08 - $119.55 $883,584 - $917,904	7,678 Added 16.7%	53,641 $6.2 Million
Q3 2024 Nov 13, 2024	BUY	$114.73 - $120.23 $551,048 - $577,464	4,803 Added 11.67%	45,963 $5.5 Million
Q2 2024 Aug 12, 2024	BUY	$113.43 - $115.88 $144,396 - $147,515	1,273 Added 3.19%	41,160 $4.75 Million
Q1 2024 May 02, 2024	BUY	$114.97 - $117.54 $97,724 - $99,909	850 Added 2.18%	39,887 $4.62 Million
Q4 2023 Feb 05, 2024	BUY	$111.61 - $117.37 $1.48 Million - $1.56 Million	13,297 Added 51.66%	39,037 $4.57 Million
Q3 2023 Nov 07, 2023	BUY	$112.76 - $116.14 $1.48 Million - $1.53 Million	13,132 Added 104.16%	25,740 $2.91 Million
Q2 2023 Aug 08, 2023	BUY	$115.23 - $119.04 $1.22 Million - $1.26 Million	10,578 Added 521.08%	12,608 $1.45 Million
Q1 2023 May 12, 2023	BUY	$113.55 - $118.41 $230,506 - $240,372	2,030 New	2,030 $238,000

Others Institutions Holding IEI

# of Institutions

776

Shares Held

95.5M

Call Options Held

174K

Put Options Held

56.1K

View Full List

About ISHARES BARCLAYS 3-7 YR TREAS

Ticker IEI
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Kestra Private Wealth Services, LLC Ishares Barclays 3 7 Yr Treas Transaction History