Transform Wealth, LLC Ishares Barclays 3 7 Yr Treas Transaction History

Transform Wealth, LLC

  • $1.46 Billion
  • Q3 2024

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Oct 21, 2022
SELL
$113.35 - $121.3 $6,234 - $6,671
-55 Reduced 2.79%
1,919 $219,000
Q2 2022

Jul 15, 2022
SELL
$116.23 - $121.42 $2,673 - $2,792
-23 Reduced 1.15%
1,974 $236,000
Q1 2022

Apr 25, 2022
SELL
$121.42 - $128.17 $1.31 Million - $1.39 Million
-10,827 Reduced 84.43%
1,997 $244,000
Q4 2021

Jan 26, 2022
BUY
$128.19 - $130.42 $1.01 Million - $1.03 Million
7,894 Added 160.12%
12,824 $1.65 Million
Q3 2021

Oct 15, 2021
BUY
$129.96 - $131.96 $640,702 - $650,562
4,930 New
4,930 $642,000
Q3 2020

Oct 21, 2020
SELL
$133.35 - $134.1 $1.4 Million - $1.41 Million
-10,485 Closed
0 $0
Q2 2020

Jul 22, 2020
BUY
$132.55 - $133.72 $1.08 Million - $1.09 Million
8,116 Added 342.59%
10,485 $1.4 Million
Q1 2020

Apr 30, 2020
SELL
$125.97 - $133.34 $21,162 - $22,401
-168 Reduced 6.62%
2,369 $316,000
Q4 2019

Jan 24, 2020
SELL
$125.41 - $127.8 $7,524 - $7,668
-60 Reduced 2.31%
2,537 $319,000
Q3 2019

Oct 24, 2019
SELL
$125.52 - $127.0 $7.58 Million - $7.67 Million
-60,413 Reduced 95.88%
2,597 $329,000
Q2 2019

Jul 30, 2019
BUY
N/A
63,010 New
63,010 $7.92 Million

Others Institutions Holding IEI

# of Institutions
728
Shares Held
85.7M
Call Options Held
144K
Put Options Held
1.79M
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 Transform Wealth, LLC Portfolio

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

News

Stay updated on Transform Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email