Concord Wealth Partners Ishares Barclays 3 7 Yr Treas Transaction History

Concord Wealth Partners

  • $710 Million
  • Q3 2025

A detailed history of Concord Wealth Partners transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Concord Wealth Partners holds 18,396 shares of IEI stock, worth $2.2 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
18,396
Previous 17,412 5.65%
Holding current value
$2.2 Million
Previous $2.07 Million 6.03%
% of portfolio
0.31%
Previous 0.31%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025
BUY
$117.65 - $120.08 $115,767 - $118,158
984 Added 5.65%
18,396 $2.2 Million
Q2 2025

Jul 25, 2025
SELL
$116.93 - $119.39 $474,151 - $484,126
-4,055 Reduced 18.89%
17,412 $2.07 Million
Q1 2025

May 02, 2025
BUY
$114.57 - $118.14 $2.31 Million - $2.38 Million
20,139 Added 1516.49%
21,467 $2.54 Million
Q1 2024

Apr 30, 2024
SELL
$114.97 - $117.54 $59,324 - $60,650
-516 Reduced 27.98%
1,328 $153,000
Q4 2023

Apr 30, 2024
SELL
$111.61 - $117.37 $43,639 - $45,891
-391 Reduced 17.49%
1,844 $215,000
Q4 2023

Feb 05, 2024
SELL
$111.61 - $117.37 $43,639 - $45,891
-391 Reduced 17.49%
1,844 $215,000
Q3 2023

Apr 30, 2024
BUY
$112.76 - $116.14 $44,089 - $45,410
391 Added 21.2%
2,235 $252,000
Q3 2023

Oct 25, 2023
SELL
$112.76 - $116.14 $7,442 - $7,665
-66 Reduced 2.87%
2,235 $252,000
Q2 2023

Aug 07, 2023
BUY
$115.23 - $119.04 $806 - $833
7 Added 0.31%
2,301 $265,000
Q1 2023

Apr 26, 2023
BUY
$113.55 - $118.41 $7,721 - $8,051
68 Added 3.05%
2,294 $269,000
Q4 2022

Jan 27, 2023
BUY
$112.33 - $116.76 $250,046 - $259,907
2,226 New
2,226 $255,000
Q2 2022

Aug 04, 2022
BUY
$116.23 - $121.42 $2,557 - $2,671
22 Added 20.75%
128 $15,000
Q1 2022

Apr 20, 2022
BUY
$121.42 - $128.17 $12,870 - $13,586
106 New
106 $13,000

Others Institutions Holding IEI

# of Institutions
905
Shares Held
120M
Call Options Held
920K
Put Options Held
933K
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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