Polaris Wealth Advisory Group, LLC Ishares Barclays 3 7 Yr Treas Transaction History

Polaris Wealth Advisory Group, LLC

  • $1.3 Billion
  • Q3 2023

A detailed history of Polaris Wealth Advisory Group, LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Polaris Wealth Advisory Group, LLC holds 280,464 shares of IEI stock, worth $32.5 Million. This represents 2.44% of its overall portfolio holdings.

Number of Shares
280,464
Previous 285,640 1.81%
Holding current value
$32.5 Million
Previous $32.9 Million 3.6%
% of portfolio
2.44%
Previous 2.54%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 11, 2023
SELL
$112.76 - $116.14 $583,645 - $601,140
-5,176 Reduced 1.81%
280,464 $31.7 Million
Q2 2023

Aug 07, 2023
SELL
$115.23 - $119.04 $928,292 - $958,986
-8,056 Reduced 2.74%
285,640 $32.9 Million
Q1 2023

May 03, 2023
SELL
$113.55 - $118.41 $1.45 Million - $1.52 Million
-12,808 Reduced 4.18%
293,696 $34.6 Million
Q4 2022

Jan 19, 2023
BUY
$112.59 - $116.76 $3.17 Million - $3.28 Million
28,128 Added 10.1%
306,504 $0
Q3 2022

Oct 12, 2022
SELL
N/A
-53,780 Reduced 16.19%
278,376 $31.6 Million
Q2 2022

Jul 12, 2022
BUY
N/A
185,913 Added 127.13%
332,156 $39.6 Million
Q1 2022

Apr 19, 2022
BUY
N/A
146,243 New
146,243 $17.6 Million
Q2 2021

Jul 23, 2021
SELL
N/A
-71,996 Closed
0 $0
Q1 2021

Apr 19, 2021
BUY
N/A
71,996 New
71,996 $9.37 Million
Q4 2020

Jan 25, 2021
SELL
N/A
-414,298 Closed
0 $0
Q3 2020

Oct 15, 2020
BUY
N/A
310,324 Added 298.46%
414,298 $55.2 Million
Q2 2020

Jul 13, 2020
SELL
N/A
-231,091 Reduced 68.97%
103,974 $13.9 Million
Q1 2020

Apr 09, 2020
BUY
N/A
335,065 New
335,065 $44.7 Million
Q4 2018

Jan 17, 2019
SELL
N/A
-30 Closed
0 $0
Q3 2018

Oct 19, 2018
BUY
N/A
30 New
30 $4,000

Others Institutions Holding IEI

# of Institutions
704
Shares Held
86.1M
Call Options Held
131K
Put Options Held
569K
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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