Summit Financial, LLC Ishares Barclays 3 7 Yr Treas Transaction History

Summit Financial, LLC

  • $6 Billion
  • Q3 2025

A detailed history of Summit Financial, LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Summit Financial, LLC holds 6,461 shares of IEI stock, worth $771,572. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,461
Previous 4,572 41.32%
Holding current value
$771,572
Previous $544,000 41.91%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$117.65 - $120.08 $222,240 - $226,831
1,889 Added 41.32%
6,461 $772,000
Q2 2025

Aug 13, 2025
SELL
$116.93 - $119.39 $278,059 - $283,909
-2,378 Reduced 34.22%
4,572 $544,000
Q1 2025

May 14, 2025
BUY
$114.57 - $118.14 $796,261 - $821,073
6,950 New
6,950 $821,000
Q2 2023

Aug 11, 2023
BUY
$115.23 - $119.04 $203,380 - $210,105
1,765 New
1,765 $203,000

Others Institutions Holding IEI

# of Institutions
901
Shares Held
120M
Call Options Held
920K
Put Options Held
933K
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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