Strategic Wealth Partners, Ltd. Ishares Barclays 3 7 Yr Treas Transaction History

Strategic Wealth Partners, Ltd.

  • $1.03 Billion
  • Q4 2024

A detailed history of Strategic Wealth Partners, Ltd. transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 193,194 shares of IEI stock, worth $22.7 Million. This represents 2.17% of its overall portfolio holdings.

Number of Shares
193,194
Previous 189,875 1.75%
Holding current value
$22.7 Million
Previous $22.7 Million 1.7%
% of portfolio
2.17%
Previous 2.4%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$115.08 - $119.55 $381,950 - $396,786
3,319 Added 1.75%
193,194 $22.3 Million
Q3 2024

Oct 08, 2024
BUY
$114.73 - $120.23 $1.86 Million - $1.95 Million
16,188 Added 9.32%
189,875 $22.7 Million
Q2 2024

Oct 08, 2024
BUY
$113.43 - $115.88 $1.4 Million - $1.43 Million
12,334 Added 7.64%
173,687 $20.1 Million
Q1 2024

May 20, 2024
BUY
$114.97 - $117.54 $1.96 Million - $2 Million
17,055 Added 11.82%
161,353 $18.7 Million
Q4 2023

May 20, 2024
BUY
$111.61 - $117.37 $60,269 - $63,379
540 Added 0.38%
144,298 $16.9 Million
Q3 2023

May 20, 2024
BUY
$112.76 - $116.14 $1.11 Million - $1.15 Million
9,888 Added 7.39%
143,758 $16.3 Million
Q2 2023

May 20, 2024
BUY
$115.23 - $119.04 $818,017 - $845,064
7,099 Added 5.6%
133,870 $15.4 Million
Q1 2023

Apr 24, 2023
BUY
$113.55 - $118.41 $2.9 Million - $3.02 Million
25,537 Added 25.23%
126,771 $14.9 Million
Q4 2022

Apr 24, 2023
BUY
$112.33 - $116.76 $3.97 Million - $4.13 Million
35,367 Added 53.69%
101,234 $11.6 Million
Q3 2022

Apr 24, 2023
SELL
$113.35 - $121.3 $21,536 - $23,047
-190 Reduced 0.29%
65,867 $0
Q2 2022

Aug 22, 2022
BUY
$116.23 - $121.42 $138,546 - $144,732
1,192 Added 1.84%
66,057 $7.88 Million
Q1 2022

May 19, 2022
BUY
$121.42 - $128.17 $828,570 - $874,632
6,824 Added 11.76%
64,865 $0
Q4 2021

Feb 11, 2022
BUY
$128.19 - $130.42 $458,022 - $465,990
3,573 Added 6.56%
58,041 $0
Q3 2021

Nov 12, 2021
BUY
$129.96 - $131.96 $426,918 - $433,488
3,285 Added 6.42%
54,468 $7.09 Million
Q2 2021

Aug 25, 2021
BUY
$129.78 - $131.28 $2,595 - $2,625
20 Added 0.04%
51,183 $6.68 Million
Q1 2021

May 24, 2021
BUY
$129.89 - $133.02 $609,573 - $624,262
4,693 Added 10.1%
51,163 $6.65 Million
Q4 2020

Feb 18, 2021
BUY
$132.44 - $133.52 $1.71 Million - $1.73 Million
12,935 Added 38.57%
46,470 $6.18 Million
Q3 2020

Nov 10, 2020
BUY
$133.35 - $134.1 $4.47 Million - $4.5 Million
33,535 New
33,535 $4.48 Million
Q2 2019

Aug 06, 2019
SELL
N/A
-926 Closed
0 $0
Q4 2018

Jan 24, 2019
SELL
N/A
-310 Reduced 25.08%
926 $0
Q1 2018

Jul 13, 2018
BUY
N/A
1,236 New
1,236 $149,000

Others Institutions Holding IEI

# of Institutions
796
Shares Held
103M
Call Options Held
1.17M
Put Options Held
529K
View Full List

About ISHARES BARCLAYS 3-7 YR TREAS

IEI Quotes by TradingView
  • Ticker IEI
  • Sector ETFs
  • Industry ETFs
More about IEI
Track This Portfolio

Track Strategic Wealth Partners, Ltd. Portfolio

Follow Strategic Wealth Partners, Ltd. 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 Strategic Wealth Partners, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Strategic Wealth Partners, Ltd. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email