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

Morgan Rosel Wealth Management, LLC

  • $291 Million
  • Q3 2024

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 7,072 shares of IEI stock, worth $821,766. This represents 0.29% of its overall portfolio holdings.

Number of Shares
7,072
Previous 6,901 2.48%
Holding current value
$821,766
Previous $796,000 6.16%
% of portfolio
0.29%
Previous 0.29%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
777
Shares Held
94.6M
Call Options Held
174K
Put Options Held
56.1K
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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