A detailed history of Vision Point Advisory Group, LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Vision Point Advisory Group, LLC holds 1,076 shares of IEI stock, worth $125,569. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,076
Previous 1,087 1.01%
Holding current value
$125,569
Previous $125,000 2.4%
% of portfolio
0.05%
Previous 0.05%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

SELL
$114.73 - $120.23 $1,262 - $1,322
-11 Reduced 1.01%
1,076 $128,000
Q2 2024

Aug 01, 2024

SELL
$113.43 - $115.88 $67,377 - $68,832
-594 Reduced 35.34%
1,087 $125,000
Q1 2024

May 10, 2024

BUY
$114.97 - $117.54 $193,264 - $197,584
1,681 New
1,681 $194,000
Q3 2023

Dec 06, 2023

BUY
$112.76 - $116.14 $232,511 - $239,480
2,062 Added 152.06%
3,418 $386,000
Q2 2023

Aug 21, 2023

SELL
$115.23 - $119.04 $533,630 - $551,274
-4,631 Reduced 77.35%
1,356 $156,000
Q1 2023

May 15, 2023

BUY
$113.55 - $118.41 $679,823 - $708,920
5,987 New
5,987 $704,000

Others Institutions Holding IEI

About ISHARES BARCLAYS 3-7 YR TREAS


  • Ticker IEI
  • Sector ETFs
  • Industry ETFs
More about IEI
Track This Portfolio

Track Vision Point Advisory Group, LLC Portfolio

Follow Vision Point Advisory Group, 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 Vision Point Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vision Point Advisory Group, LLC with notifications on news.