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

Oak Harbor Wealth Partners, LLC

  • $317 Million
  • Q2 2024

A detailed history of Oak Harbor Wealth Partners, LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Oak Harbor Wealth Partners, LLC holds 640 shares of IEI stock, worth $74,316. This represents 0.02% of its overall portfolio holdings.

Number of Shares
640
Previous 968 33.88%
Holding current value
$74,316
Previous $112,000 34.82%
% of portfolio
0.02%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 18, 2024
SELL
$113.43 - $115.88 $37,205 - $38,008
-328 Reduced 33.88%
640 $73,000
Q1 2024

Apr 23, 2024
BUY
$114.97 - $117.54 $61,853 - $63,236
538 Added 125.12%
968 $112,000
Q4 2023

Feb 09, 2024
BUY
$111.61 - $117.37 $47,992 - $50,469
430 New
430 $50,000

Others Institutions Holding IEI

# of Institutions
735
Shares Held
84.1M
Call Options Held
144K
Put Options Held
1.79M
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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