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 $32.3 Million. This represents 2.44% of its overall portfolio holdings.

Number of Shares

280,464

Previous 285,640 1.81%

Holding current value

$32.3 Million

Previous $32.9 Million 3.6%

% of portfolio

2.44%

Previous 2.54%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$112.33 - $116.76 $3.16 Million - $3.28 Million	28,128 Added 10.1%	306,504 $0
Q3 2022 Oct 12, 2022	SELL	$113.35 - $121.3 $6.1 Million - $6.52 Million	-53,780 Reduced 16.19%	278,376 $31.6 Million
Q2 2022 Jul 12, 2022	BUY	$116.23 - $121.42 $21.6 Million - $22.6 Million	185,913 Added 127.13%	332,156 $39.6 Million
Q1 2022 Apr 19, 2022	BUY	$121.42 - $128.17 $17.8 Million - $18.7 Million	146,243 New	146,243 $17.6 Million
Q2 2021 Jul 23, 2021	SELL	$129.78 - $131.28 $9.34 Million - $9.45 Million	-71,996 Closed	0 $0
Q1 2021 Apr 19, 2021	BUY	$129.89 - $133.02 $9.35 Million - $9.58 Million	71,996 New	71,996 $9.37 Million
Q4 2020 Jan 25, 2021	SELL	$132.44 - $133.52 $54.9 Million - $55.3 Million	-414,298 Closed	0 $0
Q3 2020 Oct 15, 2020	BUY	$133.35 - $134.1 $41.4 Million - $41.6 Million	310,324 Added 298.46%	414,298 $55.2 Million
Q2 2020 Jul 13, 2020	SELL	$132.55 - $133.72 $30.6 Million - $30.9 Million	-231,091 Reduced 68.97%	103,974 $13.9 Million
Q1 2020 Apr 09, 2020	BUY	$125.97 - $133.34 $42.2 Million - $44.7 Million	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

777

Shares Held

94.6M

Call Options Held

174K

Put Options Held

56.1K

View Full List

About ISHARES BARCLAYS 3-7 YR TREAS

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