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

Northwest Wealth Management, LLC

  • $381 Million
  • Q2 2024

A detailed history of Northwest Wealth Management, LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Northwest Wealth Management, LLC holds 8,166 shares of IEI stock, worth $963,016. This represents 0.25% of its overall portfolio holdings.

Number of Shares
8,166
Previous 9,539 14.39%
Holding current value
$963,016
Previous $1.1 Million 14.67%
% of portfolio
0.25%
Previous 0.31%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 05, 2024
SELL
$113.43 - $115.88 $155,739 - $159,103
-1,373 Reduced 14.39%
8,166 $942,000
Q1 2024

May 13, 2024
SELL
$114.97 - $117.54 $22,879 - $23,390
-199 Reduced 2.04%
9,539 $1.1 Million
Q4 2023

Feb 14, 2024
SELL
$111.61 - $117.37 $127,681 - $134,271
-1,144 Reduced 10.51%
9,738 $1.14 Million
Q3 2023

Nov 01, 2023
SELL
$112.76 - $116.14 $101,822 - $104,874
-903 Reduced 7.66%
10,882 $1.23 Million
Q2 2023

Aug 07, 2023
BUY
$115.23 - $119.04 $30,766 - $31,783
267 Added 2.32%
11,785 $1.36 Million
Q1 2023

May 10, 2023
SELL
$113.55 - $118.41 $24,753 - $25,813
-218 Reduced 1.86%
11,518 $1.36 Million
Q4 2022

Feb 07, 2023
BUY
$112.33 - $116.76 $9,211 - $9,574
82 Added 0.7%
11,736 $1.35 Million
Q3 2022

Oct 27, 2022
BUY
$113.35 - $121.3 $27,997 - $29,961
247 Added 2.17%
11,654 $1.33 Million
Q2 2022

Jul 26, 2022
BUY
$116.23 - $121.42 $1.33 Million - $1.39 Million
11,407 New
11,407 $1.36 Million
Q1 2022

Apr 29, 2022
SELL
$121.42 - $128.17 $190,872 - $201,483
-1,572 Closed
0 $0
Q4 2021

Jan 24, 2022
BUY
$128.19 - $130.42 $1,538 - $1,565
12 Added 0.77%
1,572 $202,000
Q3 2021

Oct 20, 2021
BUY
$129.96 - $131.96 $202,737 - $205,857
1,560 New
1,560 $203,000
Q2 2021

Aug 02, 2021
SELL
$129.78 - $131.28 $277,339 - $280,545
-2,137 Closed
0 $0
Q1 2021

May 10, 2021
BUY
$129.89 - $133.02 $8,442 - $8,646
65 Added 3.14%
2,137 $278,000
Q4 2020

Jan 28, 2021
BUY
$132.44 - $133.52 $16,290 - $16,422
123 Added 6.31%
2,072 $276,000
Q3 2020

Oct 19, 2020
BUY
$133.35 - $134.1 $49,739 - $50,019
373 Added 23.67%
1,949 $260,000
Q2 2020

Jul 13, 2020
BUY
$132.55 - $133.72 $208,898 - $210,742
1,576 New
1,576 $211,000
Q2 2019

Jul 23, 2019
SELL
N/A
-351 Closed
0 $0
Q4 2018

Jan 24, 2019
SELL
N/A
-4 Reduced 1.13%
351 $43,000
Q3 2018

Oct 11, 2018
SELL
N/A
-125 Reduced 26.04%
355 $42,000
Q2 2018

Jul 10, 2018
SELL
N/A
-85 Reduced 15.04%
480 $58,000
Q1 2018

Apr 13, 2018
BUY
N/A
565 New
565 $68,000

Others Institutions Holding IEI

# of Institutions
728
Shares Held
85.7M
Call Options Held
144K
Put Options Held
1.79M
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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