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
Matthew Weinberg@Edge Wealth Management Llc
Recent Activity
Increased 6.44%
0.59%
$2.875M
24,879 shares@ 115.55 avg price
Maressia Twele@Twele Capital Management, Inc.
Recent Activity
Increased 2.56%
0.4%
$1.863M
16,124 shares@ 115.56 avg price
Teresa Burch@Atwood & Palmer Inc
Recent Activity
Increased 483.47%
0.13%
$1.765M
15,275 shares@ 115.56 avg price
Jeffrey A. Smith@Atomi Financial Group, Inc.
Recent Activity
Increased 108.68%
0.09%
$1.729M
14,964 shares@ 115.56 avg price
Andrew J. Whalen@Whalen Wealth Management Inc.
Recent Activity
Increased 18.34%
0.69%
$988,117
8,551 shares@ 115.56 avg price
Stephanie West@Org Partners Llc
Recent Activity
Increased 0.66%
0.12%
$864,441
7,482 shares@ 115.54 avg price
Shauna Haglof@Rockland Trust Co
Recent Activity
Increased 11%
0.04%
$767,368
6,641 shares@ 115.56 avg price
Victoria Latham@Fiduciary Alliance Llc
Recent Activity
Increased 13.36%
0.05%
$480,457
4,158 shares@ 115.56 avg price
MICHELLE ELDRIDGE@Channel Wealth Llc
Recent Activity
Increased 1.71%
0.16%
$474,564
4,107 shares@ 115.56 avg price
Bryan Reinhard@Omega Financial Group, Llc
Recent Activity
Increased 1.72%
0.18%
$471,675
4,082 shares@ 115.55 avg price