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

Shelton Wealth Management, LLC

$180 Million
Q1 2025

A detailed history of Shelton Wealth Management, LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Shelton Wealth Management, LLC holds 17,439 shares of IEI stock, worth $2.04 Million. This represents 1.15% of its overall portfolio holdings.

Number of Shares

17,439

Previous 35,745 51.21%

Holding current value

$2.04 Million

Previous $4.13 Million 50.12%

% of portfolio

1.15%

Previous 2.2%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	SELL	$114.57 - $118.14 $2.1 Million - $2.16 Million	-18,306 Reduced 51.21%	17,439 $2.06 Million
Q4 2024 Jan 15, 2025	BUY	$115.08 - $119.55 $3.51 Million - $3.65 Million	30,526 Added 584.9%	35,745 $4.13 Million
Q3 2024 Oct 21, 2024	SELL	$114.73 - $120.23 $67,117 - $70,334	-585 Reduced 10.08%	5,219 $624,000
Q2 2024 Jul 23, 2024	SELL	$113.43 - $115.88 $199,977 - $204,296	-1,763 Reduced 23.3%	5,804 $670,000
Q1 2024 May 14, 2024	SELL	$114.97 - $117.54 $3.66 Million - $3.74 Million	-31,806 Reduced 80.78%	7,567 $876,000
Q4 2023 Feb 14, 2024	BUY	$111.61 - $117.37 $4.39 Million - $4.62 Million	39,373 New	39,373 $4.61 Million

Others Institutions Holding IEI

# of Institutions

860

Shares Held

114M

Call Options Held

2.34M

Put Options Held

666K

View Full List

About ISHARES BARCLAYS 3-7 YR TREAS

Ticker IEI
Sector ETFs
Industry ETFs

More about IEI

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