Sequent Planning LLC Ishares Barclays 3 7 Yr Treas Transaction History

Sequent Planning LLC

  • $278 Billion
  • Q1 2025

A detailed history of Sequent Planning LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Sequent Planning LLC holds 36,740 shares of IEI stock, worth $4.31 Million. This represents 1.56% of its overall portfolio holdings.

Number of Shares
36,740
Previous 32,042 14.66%
Holding current value
$4.31 Million
Previous $3.7 Billion 17.23%
% of portfolio
1.56%
Previous 1.36%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
$114.57 - $118.14 $538,249 - $555,021
4,698 Added 14.66%
36,740 $4.34 Billion
Q4 2024

Feb 11, 2025
SELL
$115.08 - $119.55 $387,704 - $402,763
-3,369 Reduced 9.51%
32,042 $3.7 Billion
Q3 2024

Nov 14, 2024
SELL
$114.73 - $120.23 $509,630 - $534,061
-4,442 Reduced 11.15%
35,411 $4.24 Billion
Q2 2024

Aug 12, 2024
BUY
$113.43 - $115.88 $144,509 - $147,631
1,274 Added 3.3%
39,853 $4.57 Billion
Q1 2024

May 14, 2024
BUY
$114.97 - $117.54 $4.44 Million - $4.53 Million
38,579 New
38,579 $4.47 Billion

Others Institutions Holding IEI

# of Institutions
860
Shares Held
114M
Call Options Held
2.34M
Put Options Held
666K
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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