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

Morgan Rosel Wealth Management, LLC

$348 Million
Q2 2025

A detailed history of Morgan Rosel Wealth Management, LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Morgan Rosel Wealth Management, LLC holds 7,832 shares of IEI stock, worth $929,893. This represents 0.27% of its overall portfolio holdings.

Number of Shares

7,832

Previous 7,358 6.44%

Holding current value

$929,893

Previous $869,000 7.25%

% of portfolio

0.27%

Previous 0.28%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 31, 2025	BUY	$116.93 - $119.39 $55,424 - $56,590	474 Added 6.44%	7,832 $932,000
Q1 2025 Apr 25, 2025	BUY	$114.57 - $118.14 $53,389 - $55,053	466 Added 6.76%	7,358 $869,000
Q4 2024 Feb 04, 2025	SELL	$115.08 - $119.55 $20,714 - $21,519	-180 Reduced 2.55%	6,892 $796,000
Q3 2024 Oct 10, 2024	BUY	$114.73 - $120.23 $19,618 - $20,559	171 Added 2.48%	7,072 $845,000
Q2 2024 Jul 15, 2024	SELL	$113.43 - $115.88 $54,106 - $55,274	-477 Reduced 6.47%	6,901 $796,000
Q1 2024 Apr 17, 2024	BUY	$114.97 - $117.54 $848,248 - $867,210	7,378 New	7,378 $854,000

Others Institutions Holding IEI

# of Institutions

869

Shares Held

111M

Call Options Held

2.14M

Put Options Held

666K

View Full List

About ISHARES BARCLAYS 3-7 YR TREAS

Ticker IEI
Sector ETFs
Industry ETFs

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