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

Kingsview Wealth Management, LLC

  • $3.97 Billion
  • Q2 2024

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 15,988 shares of IEI stock, worth $1.89 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
15,988
Previous 20,455 21.84%
Holding current value
$1.89 Million
Previous $2.37 Million 22.04%
% of portfolio
0.05%
Previous 0.06%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
728
Shares Held
85.7M
Call Options Held
144K
Put Options Held
1.79M
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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