Kestra Private Wealth Services, LLC Ishares Barclays 3 7 Yr Treas Transaction History

Kestra Private Wealth Services, LLC

  • $5.67 Billion
  • Q4 2024

A detailed history of Kestra Private Wealth Services, LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 53,641 shares of IEI stock, worth $6.22 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
53,641
Previous 45,963 16.7%
Holding current value
$6.22 Million
Previous $5.5 Million 12.75%
% of portfolio
0.11%
Previous 0.1%

Shares

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

Jan 28, 2025
BUY
$115.08 - $119.55 $883,584 - $917,904
7,678 Added 16.7%
53,641 $6.2 Million
Q3 2024

Nov 13, 2024
BUY
$114.73 - $120.23 $551,048 - $577,464
4,803 Added 11.67%
45,963 $5.5 Million
Q2 2024

Aug 12, 2024
BUY
$113.43 - $115.88 $144,396 - $147,515
1,273 Added 3.19%
41,160 $4.75 Million
Q1 2024

May 02, 2024
BUY
$114.97 - $117.54 $97,724 - $99,909
850 Added 2.18%
39,887 $4.62 Million
Q4 2023

Feb 05, 2024
BUY
$111.61 - $117.37 $1.48 Million - $1.56 Million
13,297 Added 51.66%
39,037 $4.57 Million
Q3 2023

Nov 07, 2023
BUY
$112.76 - $116.14 $1.48 Million - $1.53 Million
13,132 Added 104.16%
25,740 $2.91 Million
Q2 2023

Aug 08, 2023
BUY
$115.23 - $119.04 $1.22 Million - $1.26 Million
10,578 Added 521.08%
12,608 $1.45 Million
Q1 2023

May 12, 2023
BUY
$113.55 - $118.41 $230,506 - $240,372
2,030 New
2,030 $238,000

Others Institutions Holding IEI

# of Institutions
786
Shares Held
104M
Call Options Held
779K
Put Options Held
215K
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 Kestra Private Wealth Services, LLC Portfolio

Follow Kestra Private Wealth Services, LLC 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 Kestra Private Wealth Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kestra Private Wealth Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email