Summit Wealth Partners, LLC Ishares Barclays 3 7 Yr Treas Transaction History

Summit Wealth Partners, LLC

  • $487 Billion
  • Q4 2024

A detailed history of Summit Wealth Partners, LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 7,744 shares of IEI stock, worth $912,165. This represents 0.18% of its overall portfolio holdings.

Number of Shares
7,744
Previous 5,651 37.04%
Holding current value
$912,165
Previous $676 Million 32.4%
% of portfolio
0.18%
Previous 0.13%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
BUY
$115.08 - $119.55 $240,862 - $250,218
2,093 Added 37.04%
7,744 $895 Million
Q3 2024

Oct 28, 2024
SELL
$114.73 - $120.23 $43,597 - $45,687
-380 Reduced 6.3%
5,651 $676 Million
Q2 2024

Sep 11, 2024
BUY
$113.43 - $115.88 $9,414 - $9,618
83 Added 1.4%
6,031 $696 Million
Q1 2024

Sep 11, 2024
SELL
$114.97 - $117.54 $73,925 - $75,578
-643 Reduced 9.76%
5,948 $689 Million
Q4 2023

Sep 11, 2024
SELL
$111.61 - $117.37 $31,474 - $33,098
-282 Reduced 4.1%
6,591 $772 Million
Q3 2023

Sep 11, 2024
SELL
$112.76 - $116.14 $19,394 - $19,976
-172 Reduced 2.44%
6,873 $778 Million
Q2 2023

Sep 11, 2024
SELL
$115.23 - $119.04 $18,091 - $18,689
-157 Reduced 2.18%
7,045 $812 Million
Q1 2023

Sep 11, 2024
SELL
$113.55 - $118.41 $26,343 - $27,471
-232 Reduced 3.12%
7,202 $847 Million
Q4 2022

Sep 11, 2024
BUY
$112.33 - $116.76 $422,136 - $438,784
3,758 Added 102.23%
7,434 $854 Million
Q3 2022

Sep 11, 2024
BUY
$113.35 - $121.3 $183,513 - $196,384
1,619 Added 78.71%
3,676 $420 Million
Q2 2022

Sep 11, 2024
SELL
$116.23 - $121.42 $16,388 - $17,120
-141 Reduced 6.41%
2,057 $246 Million
Q1 2022

Sep 11, 2024
SELL
$121.42 - $128.17 $67,630 - $71,390
-557 Reduced 20.22%
2,198 $268 Million
Q4 2021

Sep 10, 2024
SELL
$128.19 - $130.42 $78,067 - $79,425
-609 Reduced 18.1%
2,755 $354 Million
Q3 2021

Sep 10, 2024
SELL
$129.96 - $131.96 $26,511 - $26,919
-204 Reduced 5.72%
3,364 $438 Million
Q2 2021

Sep 10, 2024
SELL
$129.78 - $131.28 $66,317 - $67,084
-511 Reduced 12.53%
3,568 $466 Million
Q1 2021

Sep 10, 2024
SELL
$129.89 - $133.02 $160,933 - $164,811
-1,239 Reduced 23.3%
4,079 $530 Million
Q4 2020

Sep 10, 2024
SELL
$132.44 - $133.52 $1.65 Million - $1.66 Million
-12,435 Reduced 70.04%
5,318 $707 Million
Q3 2020

Sep 10, 2024
BUY
$133.35 - $134.1 $148,951 - $149,789
1,117 Added 6.71%
17,753 $2.37 Billion
Q2 2020

Sep 10, 2024
BUY
$132.55 - $133.72 $2.21 Million - $2.22 Million
16,636 New
16,636 $2.22 Billion

Others Institutions Holding IEI

# of Institutions
797
Shares Held
103M
Call Options Held
1.17M
Put Options Held
529K
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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