Wealthsource Partners, LLC Ishares Barclays 3 7 Yr Treas Transaction History

Wealthsource Partners, LLC

  • $1.52 Billion
  • Q4 2023

A detailed history of Wealthsource Partners, LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Wealthsource Partners, LLC holds 17,690 shares of IEI stock, worth $2.07 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
17,690
Previous 4,000 342.25%
Holding current value
$2.07 Million
Previous $452,000 358.41%
% of portfolio
0.14%
Previous 0.03%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 12, 2024
BUY
$111.61 - $117.37 $1.53 Million - $1.61 Million
13,690 Added 342.25%
17,690 $2.07 Million
Q3 2023

Nov 09, 2023
BUY
$112.76 - $116.14 $112,760 - $116,140
1,000 Added 33.33%
4,000 $452,000
Q2 2023

Aug 14, 2023
BUY
$115.23 - $119.04 $108,316 - $111,897
940 Added 45.63%
3,000 $345,000
Q4 2022

Feb 09, 2023
SELL
$112.59 - $116.76 $19,252 - $19,965
-171 Reduced 7.66%
2,060 $236,000
Q3 2022

Nov 14, 2022
BUY
N/A
2,231 New
2,231 $255,000
Q2 2022

Aug 10, 2022
SELL
N/A
-2,635 Closed
0 $0
Q1 2022

May 09, 2022
BUY
N/A
2,635 New
2,635 $322,000
Q4 2021

Feb 14, 2022
SELL
N/A
-1,608 Closed
0 $0
Q3 2021

Nov 18, 2021
BUY
N/A
1,608 New
1,608 $209,000
Q2 2021

Nov 18, 2021
SELL
N/A
-1,701 Closed
0 $0
Q1 2021

Jun 21, 2021
SELL
N/A
-1,623 Reduced 48.83%
1,701 $221,000
Q4 2020

Feb 12, 2021
BUY
N/A
1,222 Added 58.14%
3,324 $442,000
Q3 2020

Nov 16, 2020
SELL
N/A
-345 Reduced 14.1%
2,102 $0
Q2 2020

Aug 17, 2020
SELL
N/A
-6,680 Reduced 73.19%
2,447 $327,000
Q1 2020

May 12, 2020
SELL
N/A
-3,309 Reduced 26.61%
9,127 $1.22 Million
Q4 2019

Feb 12, 2020
BUY
N/A
12,436 New
12,436 $1.56 Million
Q2 2019

Aug 09, 2019
SELL
N/A
-2,506 Closed
0 $0
Q1 2019

May 16, 2019
BUY
N/A
2,506 New
2,506 $309,000
Q2 2018

Aug 14, 2018
SELL
N/A
-3,568 Closed
0 $0
Q1 2018

Apr 16, 2018
BUY
N/A
796 Added 28.72%
3,568 $430,000
Q1 2018

Apr 16, 2018
SELL
N/A
-280 Reduced 9.17%
2,772 $341,000
Q4 2017

Feb 16, 2018
SELL
N/A
-1,005 Reduced 24.77%
3,052 $373,000
Q3 2017

Nov 20, 2017
SELL
N/A
-57 Reduced 1.39%
4,057 $501,000
Q2 2017

Aug 16, 2017
BUY
N/A
4,114
4,114 $508,000

Others Institutions Holding IEI

# of Institutions
713
Shares Held
86.4M
Call Options Held
131K
Put Options Held
569K
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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