Vision Point Advisory Group, LLC Ishares Barclays 3 7 Yr Treas Transaction History

Vision Point Advisory Group, LLC

$264 Million
Q4 2024

A detailed history of Vision Point Advisory Group, LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Vision Point Advisory Group, LLC holds 1,306 shares of IEI stock, worth $151,404. This represents 0.06% of its overall portfolio holdings.

Number of Shares

1,306

Previous 1,076 21.38%

Holding current value

$151,404

Previous $128,000 17.19%

% of portfolio

0.06%

Previous 0.05%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	BUY	$115.08 - $119.55 $26,468 - $27,496	230 Added 21.38%	1,306 $150,000
Q3 2024 Oct 15, 2024	SELL	$114.73 - $120.23 $1,262 - $1,322	-11 Reduced 1.01%	1,076 $128,000
Q2 2024 Aug 01, 2024	SELL	$113.43 - $115.88 $67,377 - $68,832	-594 Reduced 35.34%	1,087 $125,000
Q1 2024 May 10, 2024	BUY	$114.97 - $117.54 $193,264 - $197,584	1,681 New	1,681 $194,000
Q3 2023 Dec 06, 2023	BUY	$112.76 - $116.14 $232,511 - $239,480	2,062 Added 152.06%	3,418 $386,000
Q2 2023 Aug 21, 2023	SELL	$115.23 - $119.04 $533,630 - $551,274	-4,631 Reduced 77.35%	1,356 $156,000
Q1 2023 May 15, 2023	BUY	$113.55 - $118.41 $679,823 - $708,920	5,987 New	5,987 $704,000

Others Institutions Holding IEI

# of Institutions

770

Shares Held

95.2M

Call Options Held

174K

Put Options Held

56.1K

View Full List

About ISHARES BARCLAYS 3-7 YR TREAS

Ticker IEI
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Vision Point Advisory Group, LLC Ishares Barclays 3 7 Yr Treas Transaction History