Moulton Wealth Management, Inc Ishares Barclays 3 7 Yr Treas Transaction History

Moulton Wealth Management, Inc

  • $118 Million
  • Q3 2024

A detailed history of Moulton Wealth Management, Inc transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Moulton Wealth Management, Inc holds 20,566 shares of IEI stock, worth $2.37 Million. This represents 2.08% of its overall portfolio holdings.

Number of Shares
20,566
Previous 8,251 149.25%
Holding current value
$2.37 Million
Previous $952,000 158.3%
% of portfolio
2.08%
Previous 0.89%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024
BUY
$114.73 - $120.23 $1.41 Million - $1.48 Million
12,315 Added 149.25%
20,566 $2.46 Million
Q2 2024

Jul 16, 2024
SELL
$113.43 - $115.88 $485,253 - $495,734
-4,278 Reduced 34.14%
8,251 $952,000
Q1 2024

Apr 10, 2024
BUY
$114.97 - $117.54 $1.44 Million - $1.47 Million
12,529 New
12,529 $1.45 Million

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
Track This Portfolio

Track Moulton Wealth Management, Inc Portfolio

Follow Moulton Wealth Management, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Moulton Wealth Management, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Moulton Wealth Management, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email