Wealthspire Advisors, LLC Ishares Barclays 3 7 Yr Treas Transaction History

Wealthspire Advisors, LLC

  • $9.93 Billion
  • Q4 2024

A detailed history of Wealthspire Advisors, LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 7,046 shares of IEI stock, worth $817,617. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,046
Previous 11,584 39.17%
Holding current value
$817,617
Previous $1.39 Million 41.23%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Feb 03, 2025
SELL
$115.08 - $119.55 $522,233 - $542,517
-4,538 Reduced 39.17%
7,046 $814,000
Q3 2024

Nov 13, 2024
SELL
$114.73 - $120.23 $31,091 - $32,582
-271 Reduced 2.29%
11,584 $1.39 Million
Q2 2024

Aug 08, 2024
SELL
$113.43 - $115.88 $793,215 - $810,348
-6,993 Reduced 37.1%
11,855 $1.37 Million
Q4 2023

Feb 06, 2024
BUY
$111.61 - $117.37 $99,332 - $104,459
890 Added 4.96%
18,848 $2.21 Million
Q3 2023

Nov 06, 2023
BUY
$112.76 - $116.14 $623,675 - $642,370
5,531 Added 44.51%
17,958 $2.03 Million
Q2 2023

Jul 31, 2023
SELL
$115.23 - $119.04 $213,175 - $220,224
-1,850 Reduced 12.96%
12,427 $1.43 Million
Q4 2022

Feb 13, 2023
SELL
$112.33 - $116.76 $2.2 Million - $2.28 Million
-19,551 Reduced 57.8%
14,277 $1.64 Million
Q3 2022

Nov 14, 2022
SELL
$113.35 - $121.3 $446,485 - $477,800
-3,939 Reduced 10.43%
33,828 $3.87 Million
Q2 2022

Aug 09, 2022
SELL
$116.23 - $121.42 $2.12 Million - $2.22 Million
-18,277 Reduced 32.61%
37,767 $4.51 Million
Q1 2022

May 09, 2022
SELL
$121.42 - $128.17 $122,269 - $129,067
-1,007 Reduced 1.77%
56,044 $6.84 Million
Q4 2021

Feb 14, 2022
SELL
$128.19 - $130.42 $89,733 - $91,293
-700 Reduced 1.21%
57,051 $7.34 Million
Q3 2021

Nov 15, 2021
SELL
$129.96 - $131.96 $359,859 - $365,397
-2,769 Reduced 4.58%
57,751 $7.52 Million
Q2 2021

Aug 13, 2021
SELL
$129.78 - $131.28 $432,037 - $437,031
-3,329 Reduced 5.21%
60,520 $7.9 Million
Q1 2021

May 17, 2021
SELL
$129.89 - $133.02 $503,193 - $515,319
-3,874 Reduced 5.72%
63,849 $8.29 Million
Q4 2020

Feb 16, 2021
SELL
$132.44 - $133.52 $969,328 - $977,232
-7,319 Reduced 9.75%
67,723 $9.01 Million
Q3 2020

Nov 16, 2020
SELL
$133.35 - $134.1 $179,222 - $180,230
-1,344 Reduced 1.76%
75,042 $10 Million
Q2 2020

Aug 14, 2020
SELL
$132.55 - $133.72 $1.04 Million - $1.05 Million
-7,869 Reduced 9.34%
76,386 $10.2 Million
Q1 2020

May 12, 2020
SELL
$125.97 - $133.34 $1.1 Million - $1.17 Million
-8,738 Reduced 9.4%
84,255 $11.2 Million
Q4 2019

Feb 14, 2020
SELL
$125.41 - $127.8 $642,350 - $654,591
-5,122 Reduced 5.22%
92,993 $11.7 Million
Q3 2019

Nov 12, 2019
SELL
$125.52 - $127.0 $819,394 - $829,056
-6,528 Reduced 6.24%
98,115 $12.4 Million
Q2 2019

Aug 13, 2019
SELL
N/A
-12,351 Reduced 10.56%
104,643 $13.2 Million
Q1 2019

May 08, 2019
SELL
N/A
-62,044 Reduced 34.65%
116,994 $14.4 Million
Q4 2018

Feb 14, 2019
BUY
N/A
179,038 New
179,038 $21.7 Million

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
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