Vertex Planning Partners, LLC Ishares Barclays 3 7 Yr Treas Transaction History

Vertex Planning Partners, LLC

  • $479 Billion
  • Q2 2025

A detailed history of Vertex Planning Partners, LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 69,545 shares of IEI stock, worth $8.33 Million. This represents 1.73% of its overall portfolio holdings.

Number of Shares
69,545
Previous 68,282 1.85%
Holding current value
$8.33 Million
Previous $8.07 Billion 2.67%
% of portfolio
1.73%
Previous 1.76%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$116.93 - $119.39 $147,682 - $150,789
1,263 Added 1.85%
69,545 $8.28 Billion
Q1 2025

May 14, 2025
BUY
$114.57 - $118.14 $460,113 - $474,450
4,016 Added 6.25%
68,282 $8.07 Billion
Q4 2024

Feb 12, 2025
BUY
$115.08 - $119.55 $7.4 Million - $7.68 Million
64,266 New
64,266 $7.43 Billion

Others Institutions Holding IEI

# of Institutions
871
Shares Held
110M
Call Options Held
1.08M
Put Options Held
872K
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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