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

Us Financial Advisors, LLC

  • $289 Million
  • Q1 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 50,371 shares of IEI stock, worth $5.83 Million. This represents 2.02% of its overall portfolio holdings.

Number of Shares
50,371
Previous 49,424 1.92%
Holding current value
$5.83 Million
Previous $5.79 Million 0.76%
% of portfolio
2.02%
Previous 2.16%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
N/A
15,889 Added 26.71%
75,379 $8.61 Million
Q2 2022

Aug 15, 2022
SELL
N/A
-1,472 Reduced 2.41%
59,490 $7.1 Million
Q1 2022

May 13, 2022
SELL
N/A
-13,884 Reduced 18.55%
60,962 $7.44 Million
Q4 2021

Feb 14, 2022
BUY
N/A
322 Added 0.43%
74,846 $9.63 Million
Q3 2021

Oct 26, 2021
BUY
N/A
394 Added 0.53%
74,524 $9.7 Million
Q2 2021

Aug 10, 2021
SELL
N/A
-18,395 Reduced 19.88%
74,130 $9.68 Million
Q1 2021

Apr 30, 2021
BUY
N/A
23,895 Added 34.82%
92,525 $12 Million
Q4 2020

Feb 18, 2021
BUY
N/A
68,630 New
68,630 $9.13 Million

Others Institutions Holding IEI

# of Institutions
704
Shares Held
86.1M
Call Options Held
131K
Put Options Held
569K
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 Us Financial Advisors, LLC Portfolio

Follow Us Financial Advisors, 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 Us Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Us Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email