Wealthquest Corp Ishares Barclays 3 7 Yr Treas Transaction History

Wealthquest Corp

  • $1.04 Billion
  • Q2 2025

A detailed history of Wealthquest Corp transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Wealthquest Corp holds 2,068 shares of IEI stock, worth $248,263. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,068
Previous 1,969 5.03%
Holding current value
$248,263
Previous $232,000 6.03%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Aug 13, 2025
BUY
$116.93 - $119.39 $11,576 - $11,819
99 Added 5.03%
2,068 $246,000
Q1 2025

May 08, 2025
BUY
$114.57 - $118.14 $225,588 - $232,617
1,969 New
1,969 $232,000
Q2 2022

Aug 12, 2022
SELL
$116.23 - $121.42 $20.2 Million - $21.1 Million
-173,612 Closed
0 $0
Q4 2021

Feb 14, 2022
BUY
$128.19 - $130.42 $835,157 - $849,686
6,515 Added 3.9%
173,612 $22.3 Million
Q3 2021

Nov 15, 2021
BUY
$129.96 - $131.96 $635,244 - $645,020
4,888 Added 3.01%
167,097 $21.8 Million
Q2 2021

Aug 10, 2021
BUY
$129.78 - $131.28 $897,169 - $907,538
6,913 Added 4.45%
162,209 $21.2 Million
Q1 2021

May 13, 2021
BUY
$129.89 - $133.02 $372,524 - $381,501
2,868 Added 1.88%
155,296 $20.2 Million
Q4 2020

Feb 09, 2021
SELL
$132.44 - $133.52 $171,774 - $173,175
-1,297 Reduced 0.84%
152,428 $20.3 Million
Q3 2020

Nov 12, 2020
BUY
$133.35 - $134.1 $1.14 Million - $1.15 Million
8,557 Added 5.89%
153,725 $20.5 Million
Q2 2020

Aug 11, 2020
BUY
$132.55 - $133.72 $484,602 - $488,880
3,656 Added 2.58%
145,168 $19.4 Million
Q4 2019

Feb 18, 2020
BUY
$125.41 - $127.8 $1.02 Million - $1.04 Million
8,148 Added 6.11%
141,512 $17.8 Million
Q3 2019

Oct 18, 2019
BUY
$125.52 - $127.0 $16.7 Million - $16.9 Million
133,364 New
133,364 $16.9 Million

Others Institutions Holding IEI

# of Institutions
875
Shares Held
111M
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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