Summit Wealth Partners, LLC Ishares Barclays 3 7 Yr Treas Transaction History

Summit Wealth Partners, LLC

  • $519 Billion
  • Q3 2024

A detailed history of Summit Wealth Partners, LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 5,651 shares of IEI stock, worth $655,742. This represents 0.13% of its overall portfolio holdings.

Number of Shares
5,651
Previous 6,031 6.3%
Holding current value
$655,742
Previous $696 Million 2.94%
% of portfolio
0.13%
Previous 0.14%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024
SELL
$114.73 - $120.23 $43,597 - $45,687
-380 Reduced 6.3%
5,651 $676 Million
Q2 2024

Sep 11, 2024
BUY
$113.43 - $115.88 $9,414 - $9,618
83 Added 1.4%
6,031 $696 Million
Q1 2024

Sep 11, 2024
SELL
$114.97 - $117.54 $73,925 - $75,578
-643 Reduced 9.76%
5,948 $689 Million
Q4 2023

Sep 11, 2024
SELL
$111.61 - $117.37 $31,474 - $33,098
-282 Reduced 4.1%
6,591 $772 Million
Q3 2023

Sep 11, 2024
SELL
$112.76 - $116.14 $19,394 - $19,976
-172 Reduced 2.44%
6,873 $778 Million
Q2 2023

Sep 11, 2024
SELL
$115.23 - $119.04 $18,091 - $18,689
-157 Reduced 2.18%
7,045 $812 Million
Q1 2023

Sep 11, 2024
SELL
$113.55 - $118.41 $26,343 - $27,471
-232 Reduced 3.12%
7,202 $847 Million
Q4 2022

Sep 11, 2024
BUY
$112.33 - $116.76 $422,136 - $438,784
3,758 Added 102.23%
7,434 $854 Million
Q3 2022

Sep 11, 2024
BUY
$113.35 - $121.3 $183,513 - $196,384
1,619 Added 78.71%
3,676 $420 Million
Q2 2022

Sep 11, 2024
SELL
$116.23 - $121.42 $16,388 - $17,120
-141 Reduced 6.41%
2,057 $246 Million
Q1 2022

Sep 11, 2024
SELL
$121.42 - $128.17 $67,630 - $71,390
-557 Reduced 20.22%
2,198 $268 Million
Q4 2021

Sep 10, 2024
SELL
$128.19 - $130.42 $78,067 - $79,425
-609 Reduced 18.1%
2,755 $354 Million
Q3 2021

Sep 10, 2024
SELL
$129.96 - $131.96 $26,511 - $26,919
-204 Reduced 5.72%
3,364 $438 Million
Q2 2021

Sep 10, 2024
SELL
$129.78 - $131.28 $66,317 - $67,084
-511 Reduced 12.53%
3,568 $466 Million
Q1 2021

Sep 10, 2024
SELL
$129.89 - $133.02 $160,933 - $164,811
-1,239 Reduced 23.3%
4,079 $530 Million
Q4 2020

Sep 10, 2024
SELL
$132.44 - $133.52 $1.65 Million - $1.66 Million
-12,435 Reduced 70.04%
5,318 $707 Million
Q3 2020

Sep 10, 2024
BUY
$133.35 - $134.1 $148,951 - $149,789
1,117 Added 6.71%
17,753 $2.37 Billion
Q2 2020

Sep 10, 2024
BUY
$132.55 - $133.72 $2.21 Million - $2.22 Million
16,636 New
16,636 $2.22 Billion

Others Institutions Holding IEI

# of Institutions
775
Shares Held
95.5M
Call Options Held
174K
Put Options Held
56.1K
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 Summit Wealth Partners, LLC Portfolio

Follow Summit Wealth Partners, LLC 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 Summit Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email