Wealthquest Corp Ishares Barclays 3 7 Yr Treas Transaction History

Wealthquest Corp

  • $897 Million
  • Q3 2024

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
777
Shares Held
94.6M
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
Track This Portfolio

Track Wealthquest Corp Portfolio

Follow Wealthquest Corp 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 Wealthquest Corp, based on Form 13F filings with the SEC.

News

Stay updated on Wealthquest Corp with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email