Principle Wealth Partners LLC Ishares Barclays 3 7 Yr Treas Transaction History

Principle Wealth Partners LLC

$1.35 Billion
Q4 2024

A detailed history of Principle Wealth Partners LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Principle Wealth Partners LLC holds 6,033 shares of IEI stock, worth $706,886. This represents 0.05% of its overall portfolio holdings.

Number of Shares

6,033

Previous 5,688 6.07%

Holding current value

$706,886

Previous $680,000 2.5%

% of portfolio

0.05%

Previous 0.05%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$115.08 - $119.55 $39,702 - $41,244	345 Added 6.07%	6,033 $697,000
Q3 2024 Nov 13, 2024	BUY	$114.73 - $120.23 $319,178 - $334,479	2,782 Added 95.73%	5,688 $680,000
Q1 2024 Apr 23, 2024	BUY	$114.97 - $117.54 $24,603 - $25,153	214 Added 7.95%	2,906 $336,000
Q4 2023 Feb 05, 2024	SELL	$111.61 - $117.37 $6.85 Million - $7.21 Million	-61,393 Reduced 95.8%	2,692 $315,000
Q3 2023 Nov 01, 2023	SELL	$112.76 - $116.14 $13.3 Million - $13.7 Million	-118,270 Reduced 64.86%	64,085 $7.25 Million
Q2 2023 Jul 31, 2023	BUY	$115.23 - $119.04 $209,949 - $216,890	1,822 Added 1.01%	182,355 $21 Million
Q1 2023 May 10, 2023	BUY	$113.55 - $118.41 $20.5 Million - $21.4 Million	180,533 New	180,533 $21.2 Million

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

Ticker IEI
Sector ETFs
Industry ETFs

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Principle Wealth Partners LLC Ishares Barclays 3 7 Yr Treas Transaction History