A detailed history of Southeast Asset Advisors Inc. transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Southeast Asset Advisors Inc. holds 3,550 shares of IEI stock, worth $413,184. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,550
Previous 2,540 39.76%
Holding current value
$413,184
Previous $297,000 38.38%
% of portfolio
0.05%
Previous 0.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024

BUY
$114.97 - $117.54 $116,119 - $118,715
1,010 Added 39.76%
3,550 $411,000
Q2 2023

Aug 10, 2023

SELL
$115.23 - $119.04 $18,091 - $18,689
-157 Reduced 5.82%
2,540 $292,000
Q1 2023

May 11, 2023

SELL
$113.55 - $118.41 $3,065 - $3,197
-27 Reduced 0.99%
2,697 $317,000
Q3 2022

Nov 04, 2022

SELL
N/A
-236 Reduced 7.97%
2,724 $311,000
Q1 2022

May 13, 2022

BUY
N/A
1,375 Added 86.75%
2,960 $361,000
Q3 2021

Nov 15, 2021

BUY
N/A
1,585 New
1,585 $206,000

Others Institutions Holding IEI

About ISHARES BARCLAYS 3-7 YR TREAS


  • Ticker IEI
  • Sector ETFs
  • Industry ETFs
More about IEI
Track This Portfolio

Track Southeast Asset Advisors Inc. Portfolio

Follow Southeast Asset Advisors Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Southeast Asset Advisors Inc., based on Form 13F filings with the SEC.

News

Stay updated on Southeast Asset Advisors Inc. with notifications on news.