Ritholtz Wealth Management Ishares Barclays 3 7 Yr Treas Transaction History

Ritholtz Wealth Management

$3.37 Billion
Q4 2024

A detailed history of Ritholtz Wealth Management transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Ritholtz Wealth Management holds 41,089 shares of IEI stock, worth $4.76 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

41,089

Previous 36,887 11.39%

Holding current value

$4.76 Million

Previous $4.41 Million 7.59%

% of portfolio

0.14%

Previous 0.13%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$115.08 - $119.55 $483,566 - $502,349	4,202 Added 11.39%	41,089 $4.75 Million
Q3 2024 Oct 10, 2024	BUY	$114.73 - $120.23 $847,739 - $888,379	7,389 Added 25.05%	36,887 $4.41 Million
Q2 2024 Jul 31, 2024	BUY	$113.43 - $115.88 $97,663 - $99,772	861 Added 3.01%	29,498 $3.41 Million
Q1 2024 Apr 24, 2024	BUY	$114.97 - $117.54 $1.11 Million - $1.14 Million	9,689 Added 51.13%	28,637 $3.32 Million
Q4 2023 Jan 18, 2024	BUY	$111.61 - $117.37 $61,273 - $64,436	549 Added 2.98%	18,948 $2.22 Million
Q3 2023 Oct 13, 2023	BUY	$112.76 - $116.14 $24,356 - $25,086	216 Added 1.19%	18,399 $2.08 Million
Q2 2023 Jul 14, 2023	BUY	$115.23 - $119.04 $969,660 - $1 Million	8,415 Added 86.15%	18,183 $2.1 Million
Q1 2023 Apr 19, 2023	BUY	$113.55 - $118.41 $1.11 Million - $1.16 Million	9,768 New	9,768 $1.15 Million
Q2 2022 Jul 15, 2022	SELL	$116.23 - $121.42 $17.4 Million - $18.2 Million	-149,734 Reduced 91.19%	14,467 $1.73 Million
Q1 2022 Apr 14, 2022	BUY	$121.42 - $128.17 $8.85 Million - $9.34 Million	72,869 Added 79.78%	164,201 $20 Million
Q4 2021 Jan 18, 2022	BUY	$128.19 - $130.42 $1.46 Million - $1.49 Million	11,399 Added 14.26%	91,332 $11.8 Million
Q3 2021 Oct 14, 2021	BUY	$129.96 - $131.96 $546,611 - $555,023	4,206 Added 5.55%	79,933 $10.4 Million
Q2 2021 Jul 20, 2021	BUY	$129.78 - $131.28 $2.17 Million - $2.19 Million	16,699 Added 28.29%	75,727 $9.89 Million
Q1 2021 May 12, 2021	BUY	$129.89 - $133.02 $1.25 Million - $1.28 Million	9,644 Added 19.53%	59,028 $7.67 Million
Q4 2020 Jan 19, 2021	BUY	$132.44 - $133.52 $282,097 - $284,397	2,130 Added 4.51%	49,384 $6.57 Million
Q3 2020 Oct 23, 2020	BUY	$133.35 - $134.1 $265,899 - $267,395	1,994 Added 4.41%	47,254 $6.31 Million
Q2 2020 Jul 15, 2020	SELL	$132.55 - $133.72 $127 Million - $128 Million	-958,301 Reduced 95.49%	45,260 $6.05 Million
Q1 2020 Apr 09, 2020	BUY	$125.97 - $133.34 $126 Million - $133 Million	1,000,917 Added 37856.16%	1,003,561 $134 Million
Q4 2019 Jan 17, 2020	SELL	$125.41 - $127.8 $314,653 - $320,650	-2,509 Reduced 48.69%	2,644 $332,000
Q3 2019 Oct 17, 2019	SELL	$125.52 - $127.0 $15.1 Million - $15.2 Million	-120,019 Reduced 95.88%	5,153 $653,000
Q2 2019 Jul 15, 2019	BUY	N/A	117,918 Added 1625.56%	125,172 $15.7 Million
Q1 2019 Apr 12, 2019	SELL	N/A	-1,043,682 Reduced 99.31%	7,254 $894,000
Q4 2018 Jan 18, 2019	BUY	N/A	1,050,936 New	1,050,936 $128 Million

Others Institutions Holding IEI

# of Institutions

773

Shares Held

97M

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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Ritholtz Wealth Management Ishares Barclays 3 7 Yr Treas Transaction History