Edge Wealth Management LLC Ishares Barclays 3 7 Yr Treas Transaction History

Edge Wealth Management LLC

$467 Million
Q1 2025

A detailed history of Edge Wealth Management LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Edge Wealth Management LLC holds 29,354 shares of IEI stock, worth $3.5 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares

29,354

Previous 24,879 17.99%

Holding current value

$3.5 Million

Previous $2.87 Million 20.49%

% of portfolio

0.74%

Previous 0.61%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	BUY	$114.57 - $118.14 $512,700 - $528,676	4,475 Added 17.99%	29,354 $3.46 Million
Q4 2024 Jan 14, 2025	BUY	$115.08 - $119.55 $173,195 - $179,922	1,505 Added 6.44%	24,879 $2.87 Million
Q3 2024 Oct 15, 2024	BUY	$114.73 - $120.23 $161,654 - $169,404	1,409 Added 6.41%	23,374 $2.8 Million
Q2 2024 Jul 12, 2024	BUY	$113.43 - $115.88 $510,661 - $521,691	4,502 Added 25.78%	21,965 $2.54 Million
Q1 2024 Apr 15, 2024	BUY	$114.97 - $117.54 $181,077 - $185,125	1,575 Added 9.91%	17,463 $2.02 Million
Q4 2023 Jan 11, 2024	SELL	$111.61 - $117.37 $1.2 Million - $1.27 Million	-10,792 Reduced 40.45%	15,888 $1.86 Million
Q3 2023 Oct 13, 2023	BUY	$112.76 - $116.14 $3.01 Million - $3.1 Million	26,680 New	26,680 $3.02 Million

Others Institutions Holding IEI

# of Institutions

830

Shares Held

105M

Call Options Held

1.17M

Put Options Held

529K

View Full List

About ISHARES BARCLAYS 3-7 YR TREAS

Ticker IEI
Sector ETFs
Industry ETFs

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Edge Wealth Management LLC Ishares Barclays 3 7 Yr Treas Transaction History