Principle Wealth Partners LLC Ishares Barclays 3 7 Yr Treas Transaction History

Principle Wealth Partners LLC

  • $1.33 Billion
  • Q3 2024

A detailed history of Principle Wealth Partners LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Principle Wealth Partners LLC holds 5,688 shares of IEI stock, worth $659,580. This represents 0.05% of its overall portfolio holdings.

Number of Shares
5,688
Previous 2,906 95.73%
Holding current value
$659,580
Previous $335,000 102.99%
% of portfolio
0.05%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
$114.73 - $120.23 $319,178 - $334,479
2,782 Added 95.73%
5,688 $680,000
Q1 2024

Apr 23, 2024
BUY
$114.97 - $117.54 $24,603 - $25,153
214 Added 7.95%
2,906 $336,000
Q4 2023

Feb 05, 2024
SELL
$111.61 - $117.37 $6.85 Million - $7.21 Million
-61,393 Reduced 95.8%
2,692 $315,000
Q3 2023

Nov 01, 2023
SELL
$112.76 - $116.14 $13.3 Million - $13.7 Million
-118,270 Reduced 64.86%
64,085 $7.25 Million
Q2 2023

Jul 31, 2023
BUY
$115.23 - $119.04 $209,949 - $216,890
1,822 Added 1.01%
182,355 $21 Million
Q1 2023

May 10, 2023
BUY
$113.55 - $118.41 $20.5 Million - $21.4 Million
180,533 New
180,533 $21.2 Million

Others Institutions Holding IEI

# of Institutions
775
Shares Held
95.5M
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
  • Sector ETFs
  • Industry ETFs
More about IEI
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