Pensionmark Financial Group, LLC Ishares Barclays 3 7 Yr Treas Transaction History

Pensionmark Financial Group, LLC

$4.23 Billion
Q2 2025

A detailed history of Pensionmark Financial Group, LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 14,011 shares of IEI stock, worth $1.66 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

14,011

Previous 28,709 51.2%

Holding current value

$1.66 Million

Previous $3.39 Million 50.81%

% of portfolio

0.04%

Previous 0.09%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	SELL	$116.93 - $119.39 $1.72 Million - $1.75 Million	-14,698 Reduced 51.2%	14,011 $1.67 Million
Q1 2025 Apr 29, 2025	BUY	$114.57 - $118.14 $1.87 Million - $1.93 Million	16,301 Added 131.37%	28,709 $3.39 Million
Q4 2024 Feb 12, 2025	BUY	$115.08 - $119.55 $413,482 - $429,543	3,593 Added 40.76%	12,408 $1.43 Million
Q3 2024 Nov 25, 2024	SELL	$114.73 - $120.23 $99.7 Million - $104 Million	-868,663 Reduced 99.0%	8,815 $1.05 Million
Q3 2024 Nov 14, 2024	BUY	$114.73 - $120.23 $101 Million - $105 Million	877,478 New	877,478 $105 Million
Q4 2020 Feb 16, 2021	SELL	$132.44 - $133.52 $919,001 - $926,495	-6,939 Closed	0 $0
Q2 2020 Aug 14, 2020	SELL	$132.55 - $133.72 $1.46 Million - $1.47 Million	-11,017 Reduced 61.36%	6,939 $926,000
Q1 2020 Apr 23, 2020	BUY	$125.97 - $133.34 $2.26 Million - $2.39 Million	17,956 New	17,956 $2.39 Million

Others Institutions Holding IEI

# of Institutions

869

Shares Held

111M

Call Options Held

2.14M

Put Options Held

666K

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About ISHARES BARCLAYS 3-7 YR TREAS

Ticker IEI
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Pensionmark Financial Group, LLC Ishares Barclays 3 7 Yr Treas Transaction History