Surience Private Wealth LLC Ishares Barclays 3 7 Yr Treas Transaction History

Surience Private Wealth LLC

  • $97.3 Million
  • Q3 2024

A detailed history of Surience Private Wealth LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Surience Private Wealth LLC holds 27,884 shares of IEI stock, worth $3.2 Million. This represents 3.43% of its overall portfolio holdings.

Number of Shares
27,884
Holding current value
$3.2 Million
% of portfolio
3.43%

Shares

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

Oct 21, 2024
BUY
$114.73 - $120.23 $3.2 Million - $3.35 Million
27,884 New
27,884 $3.34 Million
Q2 2023

Aug 07, 2023
SELL
$115.23 - $119.04 $99,789 - $103,088
-866 Reduced 22.39%
3,002 $346,000
Q4 2022

Feb 14, 2023
SELL
$112.33 - $116.76 $51,222 - $53,242
-456 Reduced 10.55%
3,868 $444,000
Q3 2022

Nov 10, 2022
BUY
$113.35 - $121.3 $51,687 - $55,312
456 Added 11.79%
4,324 $494,000
Q1 2022

Apr 20, 2022
SELL
$121.42 - $128.17 $6.85 Million - $7.23 Million
-56,426 Reduced 93.58%
3,868 $472,000
Q4 2021

Jan 25, 2022
BUY
$128.19 - $130.42 $7.73 Million - $7.86 Million
60,294 New
60,294 $7.76 Million

Others Institutions Holding IEI

# of Institutions
777
Shares Held
94.7M
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
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