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

Shelton Wealth Management, LLC

  • $180 Million
  • Q3 2024

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 5,219 shares of IEI stock, worth $601,959. This represents 0.35% of its overall portfolio holdings.

Number of Shares
5,219
Previous 5,804 10.08%
Holding current value
$601,959
Previous $670,000 6.87%
% of portfolio
0.35%
Previous 0.38%

Shares

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