Kathleen S. Wright Associates Inc. Ishares Barclays 3 7 Yr Treas Transaction History

Kathleen S. Wright Associates Inc.

  • $242 Million
  • Q4 2024

A detailed history of Kathleen S. Wright Associates Inc. transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 4,030 shares of IEI stock, worth $467,641. This represents 0.19% of its overall portfolio holdings.

Number of Shares
4,030
Previous 4,030 -0.0%
Holding current value
$467,641
Previous $482,000 3.53%
% of portfolio
0.19%
Previous 0.2%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024
BUY
$114.73 - $120.23 $8,031 - $8,416
70 Added 1.77%
4,030 $482,000
Q2 2024

Jul 17, 2024
SELL
$113.43 - $115.88 $49,228 - $50,291
-434 Reduced 9.88%
3,960 $457,000
Q1 2024

Apr 17, 2024
SELL
$114.97 - $117.54 $41,389 - $42,314
-360 Reduced 7.57%
4,394 $508,000
Q4 2023

Jan 31, 2024
SELL
$111.61 - $117.37 $460,279 - $484,033
-4,124 Reduced 46.45%
4,754 $556,000
Q3 2023

Oct 20, 2023
SELL
$112.76 - $116.14 $49,276 - $50,753
-437 Reduced 4.69%
8,878 $1 Million
Q2 2023

Jul 20, 2023
SELL
$115.23 - $119.04 $142,885 - $147,609
-1,240 Reduced 11.75%
9,315 $1.07 Million
Q1 2023

Apr 21, 2023
SELL
$113.55 - $118.41 $9,765 - $10,183
-86 Reduced 0.81%
10,555 $1.24 Million
Q4 2022

Feb 01, 2023
BUY
$112.33 - $116.76 $312,165 - $324,476
2,779 Added 35.35%
10,641 $1.22 Million
Q3 2022

Oct 18, 2022
BUY
$113.35 - $121.3 $208,564 - $223,192
1,840 Added 30.55%
7,862 $898,000
Q2 2022

Jul 15, 2022
BUY
$116.23 - $121.42 $9,879 - $10,320
85 Added 1.43%
6,022 $719,000
Q1 2022

Apr 29, 2022
BUY
$121.42 - $128.17 $18,577 - $19,610
153 Added 2.65%
5,937 $725,000
Q4 2021

Feb 02, 2022
BUY
$128.19 - $130.42 $741,450 - $754,349
5,784 New
5,784 $744,000

Others Institutions Holding IEI

# of Institutions
786
Shares Held
104M
Call Options Held
779K
Put Options Held
215K
View Full List

About ISHARES BARCLAYS 3-7 YR TREAS

IEI Quotes by TradingView
  • Ticker IEI
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More about IEI
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