Simplicity Wealth,Llc Ishares Barclays 3 7 Yr Treas Transaction History

Simplicity Wealth,Llc

$2.26 Billion
Q2 2025

A detailed history of Simplicity Wealth,Llc transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Simplicity Wealth,Llc holds 11,070 shares of IEI stock, worth $1.31 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

11,070

Previous 7,103 55.85%

Holding current value

$1.31 Million

Previous $838,000 57.28%

% of portfolio

0.06%

Previous 0.07%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	BUY	$116.93 - $119.39 $463,861 - $473,620	3,967 Added 55.85%	11,070 $1.32 Million
Q1 2025 Apr 14, 2025	BUY	$114.57 - $118.14 $813,790 - $839,148	7,103 New	7,103 $838,000
Q3 2024 Oct 09, 2024	SELL	$114.73 - $120.23 $20,421 - $21,400	-178 Reduced 2.2%	7,906 $945,000
Q2 2024 Jul 10, 2024	SELL	$113.43 - $115.88 $95,281 - $97,339	-840 Reduced 9.41%	8,084 $933,000
Q1 2024 Apr 24, 2024	BUY	$114.97 - $117.54 $410,787 - $419,970	3,573 Added 66.77%	8,924 $1.03 Million
Q4 2023 Jan 29, 2024	BUY	$111.61 - $117.37 $597,225 - $628,046	5,351 New	5,351 $626,000

Others Institutions Holding IEI

# of Institutions

868

Shares Held

109M

Call Options Held

1.1M

Put Options Held

872K

View Full List

About ISHARES BARCLAYS 3-7 YR TREAS

Ticker IEI
Sector ETFs
Industry ETFs

More about IEI

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Simplicity Wealth,Llc Ishares Barclays 3 7 Yr Treas Transaction History