Latko Wealth Management, Ltd. Ishares Barclays 3 7 Yr Treas Transaction History

Latko Wealth Management, Ltd.

  • $154 Million
  • Q1 2025

A detailed history of Latko Wealth Management, Ltd. transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Latko Wealth Management, Ltd. holds 54,998 shares of IEI stock, worth $6.55 Million. This represents 4.21% of its overall portfolio holdings.

Number of Shares
54,998
Previous 54,645 0.65%
Holding current value
$6.55 Million
Previous $6.31 Million 2.9%
% of portfolio
4.21%
Previous 3.74%

Shares

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

Apr 15, 2025
BUY
$114.57 - $118.14 $40,443 - $41,703
353 Added 0.65%
54,998 $6.5 Million
Q4 2024

Jan 30, 2025
BUY
$115.08 - $119.55 $645,368 - $670,436
5,608 Added 11.44%
54,645 $6.31 Million
Q3 2024

Oct 29, 2024
BUY
$114.73 - $120.23 $5.63 Million - $5.9 Million
49,037 New
49,037 $5.87 Million

Others Institutions Holding IEI

# of Institutions
826
Shares Held
104M
Call Options Held
1.17M
Put Options Held
529K
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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