Walkner Condon Financial Advisors LLC Ishares Barclays 3 7 Yr Treas Transaction History

Walkner Condon Financial Advisors LLC

  • $484 Million
  • Q3 2024

A detailed history of Walkner Condon Financial Advisors LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 4,551 shares of IEI stock, worth $527,733. This represents 0.11% of its overall portfolio holdings.

Number of Shares
4,551
Previous 4,399 3.46%
Holding current value
$527,733
Previous $507,000 7.3%
% of portfolio
0.11%
Previous 0.11%

Shares

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

Oct 31, 2024
BUY
$114.73 - $120.23 $17,438 - $18,274
152 Added 3.46%
4,551 $544,000
Q2 2024

Jul 26, 2024
SELL
$113.43 - $115.88 $9,981 - $10,197
-88 Reduced 1.96%
4,399 $507,000
Q1 2024

Apr 22, 2024
SELL
$114.97 - $117.54 $19,544 - $19,981
-170 Reduced 3.65%
4,487 $519,000
Q4 2023

Jan 23, 2024
SELL
$111.61 - $117.37 $34,933 - $36,736
-313 Reduced 6.3%
4,657 $545,000
Q3 2023

Oct 19, 2023
BUY
$112.76 - $116.14 $49,614 - $51,101
440 Added 9.71%
4,970 $562,000
Q1 2023

Apr 20, 2023
SELL
$113.55 - $118.41 $10,333 - $10,775
-91 Reduced 1.97%
4,530 $532,000
Q4 2022

Jan 25, 2023
SELL
$112.33 - $116.76 $238,813 - $248,231
-2,126 Reduced 31.51%
4,621 $0
Q3 2022

Oct 28, 2022
SELL
$113.35 - $121.3 $4,534 - $4,852
-40 Reduced 0.59%
6,747 $771,000
Q2 2022

Aug 04, 2022
SELL
$116.23 - $121.42 $120,298 - $125,669
-1,035 Reduced 13.23%
6,787 $810,000
Q1 2022

May 03, 2022
SELL
$121.42 - $128.17 $859,046 - $906,802
-7,075 Reduced 47.49%
7,822 $955 Million
Q4 2021

Feb 11, 2022
SELL
$128.19 - $130.42 $5,768 - $5,868
-45 Reduced 0.3%
14,897 $0
Q3 2021

Nov 04, 2021
SELL
$129.96 - $131.96 $63,420 - $64,396
-488 Reduced 3.16%
14,942 $1.94 Million
Q2 2021

Aug 10, 2021
SELL
$129.78 - $131.28 $129 - $131
-1 Reduced 0.01%
15,430 $2.02 Million
Q1 2021

Apr 13, 2021
SELL
$129.89 - $133.02 $6,364 - $6,517
-49 Reduced 0.32%
15,431 $2 Million
Q4 2020

Jan 12, 2021
BUY
$132.44 - $133.52 $227,399 - $229,253
1,717 Added 12.48%
15,480 $2.06 Million
Q3 2020

Nov 10, 2020
BUY
$133.35 - $134.1 $1.84 Million - $1.85 Million
13,763 New
13,763 $1.84 Million

Others Institutions Holding IEI

# of Institutions
775
Shares Held
95.5M
Call Options Held
174K
Put Options Held
56.1K
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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