Us Financial Advisors, LLC Ishares Barclays 3 7 Yr Treas Transaction History

Us Financial Advisors, LLC

$320 Million
Q3 2024

A detailed history of Us Financial Advisors, LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Us Financial Advisors, LLC holds 56,663 shares of IEI stock, worth $6.6 Million. This represents 2.12% of its overall portfolio holdings.

Number of Shares

56,663

Previous 57,261 1.04%

Holding current value

$6.6 Million

Previous $6.61 Million 2.51%

% of portfolio

2.12%

Previous 2.22%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	SELL	$114.73 - $120.23 $68,608 - $71,897	-598 Reduced 1.04%	56,663 $6.78 Million
Q2 2024 Aug 01, 2024	BUY	$113.43 - $115.88 $781,532 - $798,413	6,890 Added 13.68%	57,261 $6.61 Million
Q1 2024 May 13, 2024	BUY	$114.97 - $117.54 $108,876 - $111,310	947 Added 1.92%	50,371 $5.83 Million
Q4 2023 Feb 07, 2024	BUY	$111.61 - $117.37 $113,953 - $119,834	1,021 Added 2.11%	49,424 $5.79 Million
Q3 2023 Nov 09, 2023	BUY	$112.76 - $116.14 $5.46 Million - $5.62 Million	48,403 New	48,403 $5.48 Million
Q3 2022 Oct 13, 2022	BUY	$113.35 - $121.3 $1.8 Million - $1.93 Million	15,889 Added 26.71%	75,379 $8.61 Million
Q2 2022 Aug 15, 2022	SELL	$116.23 - $121.42 $171,090 - $178,730	-1,472 Reduced 2.41%	59,490 $7.1 Million
Q1 2022 May 13, 2022	SELL	$121.42 - $128.17 $1.69 Million - $1.78 Million	-13,884 Reduced 18.55%	60,962 $7.44 Million
Q4 2021 Feb 14, 2022	BUY	$128.19 - $130.42 $41,277 - $41,995	322 Added 0.43%	74,846 $9.63 Million
Q3 2021 Oct 26, 2021	BUY	$129.96 - $131.96 $51,204 - $51,992	394 Added 0.53%	74,524 $9.7 Million
Q2 2021 Aug 10, 2021	SELL	$129.78 - $131.28 $2.39 Million - $2.41 Million	-18,395 Reduced 19.88%	74,130 $9.68 Million
Q1 2021 Apr 30, 2021	BUY	$129.89 - $133.02 $3.1 Million - $3.18 Million	23,895 Added 34.82%	92,525 $12 Million
Q4 2020 Feb 18, 2021	BUY	$132.44 - $133.52 $9.09 Million - $9.16 Million	68,630 New	68,630 $9.13 Million

Others Institutions Holding IEI

# of Institutions

776

Shares Held

94.6M

Call Options Held

174K

Put Options Held

56.1K

View Full List

About ISHARES BARCLAYS 3-7 YR TREAS

Ticker IEI
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Us Financial Advisors, LLC Ishares Barclays 3 7 Yr Treas Transaction History