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

Kingsview Wealth Management, LLC

$5.28 Billion
Q2 2025

A detailed history of Kingsview Wealth Management, LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 28,530 shares of IEI stock, worth $3.43 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

28,530

Previous 22,986 24.12%

Holding current value

$3.43 Million

Previous $2.72 Million 25.12%

% of portfolio

0.06%

Previous 0.06%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$116.93 - $119.39 $648,259 - $661,898	5,544 Added 24.12%	28,530 $3.4 Million
Q1 2025 May 02, 2025	BUY	$114.57 - $118.14 $1.06 Million - $1.1 Million	9,285 Added 67.77%	22,986 $2.72 Million
Q4 2024 Jan 28, 2025	BUY	$115.08 - $119.55 $40,278 - $41,842	350 Added 2.62%	13,701 $1.58 Million
Q3 2024 Nov 12, 2024	SELL	$114.73 - $120.23 $302,543 - $317,046	-2,637 Reduced 16.49%	13,351 $1.6 Million
Q2 2024 Aug 14, 2024	SELL	$113.43 - $115.88 $506,691 - $517,635	-4,467 Reduced 21.84%	15,988 $1.85 Million
Q1 2024 May 09, 2024	BUY	$114.97 - $117.54 $473,906 - $484,499	4,122 Added 25.24%	20,455 $2.37 Million
Q4 2023 Feb 08, 2024	SELL	$111.61 - $117.37 $8.04 Million - $8.46 Million	-72,057 Reduced 81.52%	16,333 $1.91 Million
Q3 2023 Nov 07, 2023	BUY	$112.76 - $116.14 $3.32 Million - $3.42 Million	29,430 Added 49.92%	88,390 $10 Million
Q2 2023 Aug 10, 2023	SELL	$115.23 - $119.04 $96,562 - $99,755	-838 Reduced 1.4%	58,960 $6.8 Million
Q1 2023 May 15, 2023	BUY	$113.55 - $118.41 $1.23 Million - $1.29 Million	10,862 Added 22.2%	59,798 $7.04 Million
Q4 2022 Feb 13, 2023	SELL	$112.33 - $116.76 $1.22 Million - $1.26 Million	-10,818 Reduced 18.1%	48,936 $5.62 Million
Q3 2022 Nov 14, 2022	SELL	$113.35 - $121.3 $247,669 - $265,040	-2,185 Reduced 3.53%	59,754 $6.83 Million
Q2 2022 Aug 16, 2022	BUY	$116.23 - $121.42 $1.08 Million - $1.12 Million	9,263 Added 17.58%	61,939 $7.39 Million
Q1 2022 Feb 08, 2024	BUY	$121.42 - $128.17 $4.17 Million - $4.4 Million	34,311 Added 210.07%	50,644 $0
Q4 2021 Feb 17, 2022	BUY	$128.19 - $130.42 $1.04 Million - $1.06 Million	8,105 Added 18.18%	52,676 $6.78 Million
Q3 2021 Dec 03, 2021	BUY	$129.96 - $131.96 $1.73 Million - $1.75 Million	13,281 Added 42.44%	44,571 $5.8 Million
Q2 2021 Aug 17, 2021	BUY	$129.78 - $131.28 $1.08 Million - $1.1 Million	8,353 Added 36.42%	31,290 $4.08 Million
Q1 2021 May 24, 2021	BUY	$129.89 - $133.02 $1.12 Million - $1.15 Million	8,611 Added 60.11%	22,937 $2.98 Million
Q4 2020 Feb 16, 2021	BUY	$132.44 - $133.52 $881,123 - $888,308	6,653 Added 86.71%	14,326 $1.91 Million
Q3 2020 Nov 19, 2020	BUY	$133.35 - $134.1 $425,919 - $428,315	3,194 Added 71.31%	7,673 $1.03 Million
Q2 2020 Aug 14, 2020	BUY	$132.55 - $133.72 $593,691 - $598,931	4,479 New	4,479 $599,000
Q3 2017 Jan 29, 2020	SELL	N/A	-1,678 Closed	0 $0
Q2 2017 Jan 29, 2020	SELL	N/A	-113 Reduced 6.31%	1,678 $207,000
Q1 2017 Jan 29, 2020	BUY	N/A	1,791	1,791 $220,000

Others Institutions Holding IEI

# of Institutions

877

Shares Held

111M

Call Options Held

1.08M

Put Options Held

872K

View Full List

About ISHARES BARCLAYS 3-7 YR TREAS

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