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

Vertex Planning Partners, LLC

$521 Billion
Q3 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 73,035 shares of IEI stock, worth $8.72 Million. This represents 1.67% of its overall portfolio holdings.

Number of Shares

73,035

Previous 69,545 5.02%

Holding current value

$8.72 Million

Previous $8.28 Billion 5.39%

% of portfolio

1.67%

Previous 1.73%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 18, 2025	BUY	$117.65 - $120.08 $410,598 - $419,079	3,490 Added 5.02%	73,035 $8.73 Billion
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

902

Shares Held

120M

Call Options Held

920K

Put Options Held

933K

View Full List

About ISHARES BARCLAYS 3-7 YR TREAS

Ticker IEI
Sector ETFs
Industry ETFs

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