Lowe Wealth Advisors, LLC IEI Holdings History
Lowe Wealth Advisors, LLC's iShares 3-7 Year Treasury Bond ETF Holding Summary
As of 2025-06-30, Lowe Wealth Advisors, LLC held 3,114.00 shares of iShares 3-7 Year Treasury Bond ETF(IEI), totaling $370,850.00. This investment constitutes 0.14% of their stock portfolio, and Lowe Wealth Advisors, LLC now holds 0% of the outstanding iShares 3-7 Year Treasury Bond ETF(IEI) stock.
The initial trade took place in 2025Q1. And since then Lowe Wealth Advisors, LLC has made 2 purchases of IEI, at an average price of $117.94, for a total of 3,114.00 shares. Based on historical transaction data and IEI's current price of $117.64, Lowe Wealth Advisors, LLC's estimated gain on his IEI holdings is $-951.65, reflecting a -0.26% gain to date.
Lowe Wealth Advisors, LLC IEI ($117.64) Holding Chart
Lowe Wealth Advisors, LLC IEI ($117.64) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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