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

Edge Wealth Management LLC

  • $488 Million
  • Q2 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 40,207 shares of IEI stock, worth $4.8 Million. This represents 0.98% of its overall portfolio holdings.

Number of Shares
40,207
Previous 29,354 36.97%
Holding current value
$4.8 Million
Previous $3.46 Million 38.26%
% of portfolio
0.98%
Previous 0.74%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 14, 2025
BUY
$116.93 - $119.39 $1.27 Million - $1.3 Million
10,853 Added 36.97%
40,207 $4.79 Million
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
872
Shares Held
110M
Call Options Held
1.08M
Put Options Held
872K
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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