New Potomac Partners, LLC Ishares Barclays 3 7 Yr Treas Transaction History

New Potomac Partners, LLC

$181 Million
Q2 2024

A detailed history of New Potomac Partners, LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, New Potomac Partners, LLC holds 37,312 shares of IEI stock, worth $4.34 Million. This represents 2.39% of its overall portfolio holdings.

Number of Shares

37,312

Previous 36,078 3.42%

Holding current value

$4.34 Million

Previous $4.18 Million 3.11%

% of portfolio

2.39%

Previous 2.32%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 17, 2024	BUY	$113.43 - $115.88 $139,972 - $142,995	1,234 Added 3.42%	37,312 $4.31 Million
Q1 2024 May 02, 2024	BUY	$114.97 - $117.54 $637,968 - $652,229	5,549 Added 18.18%	36,078 $4.18 Million
Q4 2023 Jan 19, 2024	BUY	$111.61 - $117.37 $260,051 - $273,472	2,330 Added 8.26%	30,529 $3.58 Million
Q3 2023 Oct 17, 2023	BUY	$112.76 - $116.14 $291,935 - $300,686	2,589 Added 10.11%	28,199 $3.19 Million
Q2 2023 Jul 21, 2023	BUY	$115.23 - $119.04 $224,813 - $232,247	1,951 Added 8.25%	25,610 $2.95 Million

Q1 2023 Apr 26, 2023	BUY	$113.55 - $118.41 $109,348 - $114,028	963 Added 4.24%	23,659 $2.78 Million
Q4 2022 Jan 18, 2023	BUY	$112.59 - $116.76 $191,515 - $198,608	1,701 Added 8.1%	22,696 $0
Q3 2022 Oct 17, 2022	BUY	N/A	20,995 New	20,995 $2.4 Million

Others Institutions Holding IEI

# of Institutions

708

Shares Held

86.1M

Call Options Held

131K

Put Options Held

569K

View Full List

About ISHARES BARCLAYS 3-7 YR TREAS

Ticker IEI
Sector ETFs
Industry ETFs

More about IEI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of New Potomac Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Potomac Partners, LLC with notifications on news.

Account

New Potomac Partners, LLC Ishares Barclays 3 7 Yr Treas Transaction History