IEI

Ishares 3-7 Year Treasury Bo

Latest period2024 - Q4Total superinvestors107

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 107 superinvestors own shares of Ishares 3-7 Year Treasury Bo (IEI), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Ishares 3-7 Year Treasury Bo (IEI), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Ishares 3-7 Year Treasury Bo (IEI) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Ishares 3-7 Year Treasury Bo (IEI) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Robin Gould@Christensen, King & Associates Investment Services, Inc.
Recent Activity
Increased 1.9%
2.06%
$4.388M
38,117 shares@ 115.13 avg price
Loni Adams@Daymark Wealth Partners, Llc
Recent Activity
Increased 7.88%
0.18%
$4.159M
35,990 shares@ 115.56 avg price
Justin Fulmer@Shelton Wealth Management, Llc
Recent Activity
Increased 584.91%
2.14%
$4.13M
35,745 shares@ 115.56 avg price
Rebecca L. Westervelt@Courier Capital Llc
Recent Activity
Increased 83.89%
0.29%
$4.118M
35,636 shares@ 115.56 avg price
Sandy Ruby@Community Trust & Investment Co
Recent Activity
Increased 8.32%
0.25%
$4.029M
34,872 shares@ 115.56 avg price
Bob Fleming@Acropolis Investment Management, Llc
Recent Activity
Increased 5.35%
0.22%
$3.655M
31,633 shares@ 115.55 avg price
KATHRYN MARSICO@Traphagen Investment Advisors Llc
Recent Activity
Decreased -21.61%
0.32%
$3.13M
27,090 shares@ 115.56 avg price
Armand Doucette@Surience Private Wealth Llc
Recent Activity
Decreased -9.35%
3.78%
$2.921M
25,275 shares@ 115.55 avg price
David Harrison@Magnus Financial Group Llc
Recent Activity
Increased 5.33%
0.29%
$2.905M
25,141 shares@ 115.56 avg price
Matthew Weinberg@Edge Wealth Management Llc
Recent Activity
Increased 6.44%
0.59%
$2.875M
24,879 shares@ 115.55 avg price