Strategic Wealth Partners, Ltd. IEI Holdings History
Strategic Wealth Partners, Ltd.'s iShares 3-7 Year Treasury Bond ETF Holding Summary
As of 2024-12-31, Strategic Wealth Partners, Ltd. held 193,194.00 shares of iShares 3-7 Year Treasury Bond ETF(IEI), totaling $22.35 Mil. This investment constitutes 1.85% of their stock portfolio, and Strategic Wealth Partners, Ltd. now holds 0.15% of the outstanding iShares 3-7 Year Treasury Bond ETF(IEI) stock.
The initial trade took place in 2018Q2. And since then Strategic Wealth Partners, Ltd. has made 17 purchases of IEI, at an average price of $120.96, for a total of 194,620.00 shares. In addition, there have been 3 sales at an average price of $121.41 for 1,426.00 shares. Based on historical transaction data and IEI's current price of $118.27, Strategic Wealth Partners, Ltd.'s estimated gain on his IEI holdings is $-518,294.53, reflecting a -2.20% gain to date.
Strategic Wealth Partners, Ltd. IEI ($118.27) Holding Chart
Strategic Wealth Partners, Ltd. IEI ($118.27) 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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