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

Moulton Wealth Management, Inc

  • $129 Million
  • Q4 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 17,787 shares of IEI stock, worth $2.06 Million. This represents 1.6% of its overall portfolio holdings.

Number of Shares
17,787
Previous 20,566 13.51%
Holding current value
$2.06 Million
Previous $2.46 Million 16.43%
% of portfolio
1.6%
Previous 2.08%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
SELL
$115.08 - $119.55 $319,807 - $332,229
-2,779 Reduced 13.51%
17,787 $2.06 Million
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
786
Shares Held
104M
Call Options Held
779K
Put Options Held
215K
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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