Montag A & Associates Inc Ishares Barclays 3 7 Yr Treas Transaction History

Montag A & Associates Inc

  • $2.09 Billion
  • Q3 2024

A detailed history of Montag A & Associates Inc transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Montag A & Associates Inc holds 764 shares of IEI stock, worth $88,119. This represents 0.0% of its overall portfolio holdings.

Number of Shares
764
Previous 764 -0.0%
Holding current value
$88,119
Previous $88,000 3.41%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 07, 2024
SELL
$114.97 - $117.54 $34,605 - $35,379
-301 Reduced 28.26%
764 $88,000
Q4 2023

Feb 07, 2024
SELL
$111.61 - $117.37 $48,773 - $51,290
-437 Reduced 29.09%
1,065 $124,000
Q3 2023

Nov 09, 2023
SELL
$112.76 - $116.14 $370,191 - $381,287
-3,283 Reduced 68.61%
1,502 $169,000
Q2 2023

Aug 09, 2023
BUY
$115.23 - $119.04 $370,233 - $382,475
3,213 Added 204.39%
4,785 $551,000
Q1 2023

May 11, 2023
BUY
$113.55 - $118.41 $88,001 - $91,767
775 Added 97.24%
1,572 $184,000
Q4 2022

Feb 02, 2023
BUY
$112.33 - $116.76 $89,527 - $93,057
797 New
797 $91,000

Others Institutions Holding IEI

# of Institutions
777
Shares Held
94.6M
Call Options Held
174K
Put Options Held
56.1K
View Full List

About ISHARES BARCLAYS 3-7 YR TREAS

IEI Quotes by TradingView
  • Ticker IEI
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