Morton Brown Family Wealth, LLC Ishares Barclays 3 7 Yr Treas Transaction History

Morton Brown Family Wealth, LLC

  • $242 Million
  • Q1 2024

A detailed history of Morton Brown Family Wealth, LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 3,015 shares of IEI stock, worth $349,167. This represents 0.14% of its overall portfolio holdings.

Number of Shares
3,015
Previous 2,169 39.0%
Holding current value
$349,167
Previous $254,000 37.4%
% of portfolio
0.14%
Previous 0.11%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024
BUY
$114.97 - $117.54 $97,264 - $99,438
846 Added 39.0%
3,015 $349,000
Q4 2023

Jan 26, 2024
BUY
$111.61 - $117.37 $26,563 - $27,934
238 Added 12.33%
2,169 $254,000
Q3 2023

Oct 18, 2023
SELL
$112.76 - $116.14 $70,587 - $72,703
-626 Reduced 24.48%
1,931 $218,000
Q2 2023

Jul 25, 2023
SELL
$115.23 - $119.04 $2,995 - $3,095
-26 Reduced 1.01%
2,557 $294,000
Q1 2023

Apr 25, 2023
BUY
$113.55 - $118.41 $12,604 - $13,143
111 Added 4.49%
2,583 $303,000
Q4 2022

Feb 01, 2023
BUY
$112.59 - $116.76 $278,322 - $288,630
2,472 New
2,472 $284,000

Others Institutions Holding IEI

# of Institutions
705
Shares Held
85.9M
Call Options Held
131K
Put Options Held
569K
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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