Endowment Wealth Management, Inc. Ishares Barclays 3 7 Yr Treas Transaction History

Endowment Wealth Management, Inc.

  • $140 Million
  • Q1 2025

A detailed history of Endowment Wealth Management, Inc. transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Endowment Wealth Management, Inc. holds 13,476 shares of IEI stock, worth $1.58 Million. This represents 1.14% of its overall portfolio holdings.

Number of Shares
13,476
Previous 10,728 25.62%
Holding current value
$1.58 Million
Previous $1.24 Million 28.49%
% of portfolio
1.14%
Previous 0.93%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
BUY
$114.57 - $118.14 $314,838 - $324,648
2,748 Added 25.62%
13,476 $1.59 Million
Q4 2024

Feb 07, 2025
BUY
$115.08 - $119.55 $215,775 - $224,156
1,875 Added 21.18%
10,728 $1.24 Million
Q3 2024

Nov 06, 2024
BUY
$114.73 - $120.23 $1.02 Million - $1.06 Million
8,853 New
8,853 $1.06 Million

Others Institutions Holding IEI

# of Institutions
860
Shares Held
113M
Call Options Held
2.34M
Put Options Held
666K
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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