Trinity Point Wealth, LLC Ishares Barclays 3 7 Yr Treas Transaction History

Trinity Point Wealth, LLC

  • $689 Million
  • Q4 2024

A detailed history of Trinity Point Wealth, LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Trinity Point Wealth, LLC holds 41,289 shares of IEI stock, worth $4.93 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares
41,289
Previous 40,631 1.62%
Holding current value
$4.93 Million
Previous $4.86 Million 1.83%
% of portfolio
0.69%
Previous 0.71%

Shares

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

Feb 14, 2025
BUY
$115.08 - $119.55 $75,722 - $78,663
658 Added 1.62%
41,289 $4.77 Million
Q3 2024

Nov 07, 2024
BUY
$114.73 - $120.23 $39,008 - $40,878
340 Added 0.84%
40,631 $4.86 Million
Q2 2024

Jul 30, 2024
BUY
$113.43 - $115.88 $183,756 - $187,725
1,620 Added 4.19%
40,291 $4.65 Million
Q1 2024

May 08, 2024
BUY
$114.97 - $117.54 $109,221 - $111,663
950 Added 2.52%
38,671 $4.48 Million
Q4 2023

Feb 08, 2024
BUY
$111.61 - $117.37 $126,677 - $133,214
1,135 Added 3.1%
37,721 $4.42 Million
Q3 2023

Nov 08, 2023
SELL
$112.76 - $116.14 $49,050 - $50,520
-435 Reduced 1.18%
36,586 $4.14 Million
Q2 2023

Aug 07, 2023
BUY
$115.23 - $119.04 $227,003 - $234,508
1,970 Added 5.62%
37,021 $4.27 Million
Q1 2023

May 04, 2023
BUY
$113.55 - $118.41 $304,768 - $317,812
2,684 Added 8.29%
35,051 $4.12 Million
Q4 2022

Feb 07, 2023
SELL
$112.33 - $116.76 $34,260 - $35,611
-305 Reduced 0.93%
32,367 $3.72 Million
Q3 2022

Nov 09, 2022
BUY
$113.35 - $121.3 $3.7 Million - $3.96 Million
32,672 New
32,672 $3.73 Million
Q1 2022

May 13, 2022
SELL
$121.42 - $128.17 $1.45 Million - $1.53 Million
-11,916 Closed
0 $0
Q4 2021

Feb 11, 2022
BUY
$128.19 - $130.42 $82,682 - $84,120
645 Added 5.72%
11,916 $1.53 Million
Q3 2021

Nov 12, 2021
BUY
$129.96 - $131.96 $154,912 - $157,296
1,192 Added 11.83%
11,271 $1.47 Million
Q2 2021

Aug 13, 2021
BUY
$129.78 - $131.28 $132,116 - $133,643
1,018 Added 11.23%
10,079 $1.32 Million
Q1 2021

May 11, 2021
BUY
$129.89 - $133.02 $34,680 - $35,516
267 Added 3.04%
9,061 $1.18 Million
Q4 2020

Feb 10, 2021
BUY
$132.44 - $133.52 $30,196 - $30,442
228 Added 2.66%
8,794 $1.17 Million
Q3 2020

Nov 13, 2020
BUY
$133.35 - $134.1 $130,816 - $131,552
981 Added 12.93%
8,566 $1.14 Million
Q2 2020

Aug 13, 2020
SELL
$132.55 - $133.72 $248,663 - $250,858
-1,876 Reduced 19.83%
7,585 $1.01 Million
Q1 2020

May 05, 2020
BUY
$125.97 - $133.34 $1.19 Million - $1.26 Million
9,461 New
9,461 $1.26 Million

Others Institutions Holding IEI

# of Institutions
901
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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