Stonehaven Wealth & Tax Solutions, LLC Ishares Barclays 3 7 Yr Treas Transaction History

Stonehaven Wealth & Tax Solutions, LLC

  • $94.7 Billion
  • Q1 2025

A detailed history of Stonehaven Wealth & Tax Solutions, LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Stonehaven Wealth & Tax Solutions, LLC holds 8,174 shares of IEI stock, worth $970,662. This represents 1.02% of its overall portfolio holdings.

Number of Shares
8,174
Previous 5,009 63.19%
Holding current value
$970,662
Previous $579 Million 66.84%
% of portfolio
1.02%
Previous 0.63%

Shares

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

May 15, 2025
BUY
$114.57 - $118.14 $362,614 - $373,913
3,165 Added 63.19%
8,174 $966 Million
Q4 2024

Feb 13, 2025
BUY
$115.08 - $119.55 $576,435 - $598,825
5,009 New
5,009 $579 Million

Others Institutions Holding IEI

# of Institutions
862
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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