Jpl Wealth Management, LLC Ishares Barclays 3 7 Yr Treas Transaction History

Jpl Wealth Management, LLC

$371 Billion
Q2 2025

A detailed history of Jpl Wealth Management, LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Jpl Wealth Management, LLC holds 42,836 shares of IEI stock, worth $5.11 Million. This represents 1.38% of its overall portfolio holdings.

Number of Shares

42,836

Previous 38,456 11.39%

Holding current value

$5.11 Million

Previous $4.54 Billion 12.29%

% of portfolio

1.38%

Previous 1.3%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$116.93 - $119.39 $512,153 - $522,928	4,380 Added 11.39%	42,836 $5.1 Billion
Q1 2025 May 13, 2025	BUY	$114.57 - $118.14 $2.29 Million - $2.36 Million	19,997 Added 108.33%	38,456 $4.54 Billion
Q1 2025 May 06, 2025	SELL	$114.57 - $118.14 $1.98 Million - $2.04 Million	-17,251 Reduced 48.31%	18,459 $2.14 Billion
Q4 2024 Feb 10, 2025	BUY	$115.08 - $119.55 $2.41 Million - $2.51 Million	20,970 Added 142.27%	35,710 $4.13 Billion
Q2 2024 Jul 31, 2024	BUY	$113.43 - $115.88 $316,923 - $323,768	2,794 Added 23.39%	14,740 $1.7 Billion
Q1 2024 May 10, 2024	BUY	$114.97 - $117.54 $435,851 - $445,594	3,791 Added 46.49%	11,946 $1.38 Billion
Q4 2023 Feb 09, 2024	BUY	$111.61 - $117.37 $910,179 - $957,152	8,155 New	8,155 $955 Million

Others Institutions Holding IEI

# of Institutions

874

Shares Held

110M

Call Options Held

1.08M

Put Options Held

872K

View Full List

About ISHARES BARCLAYS 3-7 YR TREAS

Ticker IEI
Sector ETFs
Industry ETFs

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Jpl Wealth Management, LLC Ishares Barclays 3 7 Yr Treas Transaction History