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

Kathleen S. Wright Associates Inc.

$256 Million
Q3 2025

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 4,050 shares of IEI stock, worth $486,202. This represents 0.19% of its overall portfolio holdings.

Number of Shares

4,050

Previous 4,000 1.25%

Holding current value

$486,202

Previous $476,000 1.68%

% of portfolio

0.19%

Previous 0.19%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 10, 2025	BUY	$117.65 - $120.08 $5,882 - $6,004	50 Added 1.25%	4,050 $484,000
Q2 2025 Jul 31, 2025	SELL	$116.93 - $119.39 $3,507 - $3,581	-30 Reduced 0.74%	4,000 $476,000
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

877

Shares Held

111M

Call Options Held

1.08M

Put Options Held

872K

View Full List

About ISHARES BARCLAYS 3-7 YR TREAS

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