Cabot Wealth Management Inc Ishares Barclays 3 7 Yr Treas Transaction History

Cabot Wealth Management Inc

  • $897 Million
  • Q3 2025

A detailed history of Cabot Wealth Management Inc transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Cabot Wealth Management Inc holds 242,845 shares of IEI stock, worth $29 Million. This represents 3.23% of its overall portfolio holdings.

Number of Shares
242,845
Previous 225,420 7.73%
Holding current value
$29 Million
Previous $26.8 Million 8.11%
% of portfolio
3.23%
Previous 3.21%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025
BUY
$117.65 - $120.08 $2.05 Million - $2.09 Million
17,425 Added 7.73%
242,845 $29 Million
Q2 2025

Jul 31, 2025
SELL
$116.93 - $119.39 $3.02 Million - $3.09 Million
-25,858 Reduced 10.29%
225,420 $26.8 Million
Q1 2025

Apr 21, 2025
BUY
$114.57 - $118.14 $15.7 Million - $16.2 Million
137,109 Added 120.09%
251,278 $29.7 Million
Q4 2024

Feb 03, 2025
BUY
$115.08 - $119.55 $215,084 - $223,438
1,869 Added 1.66%
114,169 $13.2 Million
Q3 2024

Oct 15, 2024
BUY
$114.73 - $120.23 $731,862 - $766,947
6,379 Added 6.02%
112,300 $13.4 Million
Q2 2024

Jul 12, 2024
BUY
$113.43 - $115.88 $412,771 - $421,687
3,639 Added 3.56%
105,921 $12.2 Million
Q1 2024

May 02, 2024
BUY
$114.97 - $117.54 $3.29 Million - $3.37 Million
28,633 Added 38.88%
102,282 $11.8 Million
Q4 2023

Feb 12, 2024
BUY
$111.61 - $117.37 $2.07 Million - $2.18 Million
18,564 Added 33.7%
73,649 $8.63 Million
Q3 2023

Oct 26, 2023
BUY
$112.76 - $116.14 $854,608 - $880,225
7,579 Added 15.95%
55,085 $6.23 Million
Q2 2023

Jul 13, 2023
BUY
$115.23 - $119.04 $4.05 Million - $4.18 Million
35,112 Added 283.3%
47,506 $5.48 Million
Q1 2023

Apr 20, 2023
BUY
$113.55 - $118.41 $277,289 - $289,157
2,442 Added 24.54%
12,394 $1.46 Million
Q4 2022

Jan 31, 2023
BUY
$112.33 - $116.76 $340,135 - $353,549
3,028 Added 43.73%
9,952 $1.14 Million
Q3 2022

Oct 19, 2022
BUY
$113.35 - $121.3 $15,755 - $16,860
139 Added 2.05%
6,924 $791,000
Q2 2022

Aug 01, 2022
BUY
$116.23 - $121.42 $62,299 - $65,081
536 Added 8.58%
6,785 $810,000
Q1 2022

Apr 14, 2022
BUY
$121.42 - $128.17 $758,753 - $800,934
6,249 New
6,249 $763,000

Others Institutions Holding IEI

# of Institutions
902
Shares Held
120M
Call Options Held
920K
Put Options Held
933K
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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