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

Shelton Wealth Management, LLC

  • $174 Million
  • Q2 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 5,804 shares of IEI stock, worth $685,510. This represents 0.38% of its overall portfolio holdings.

Number of Shares
5,804
Previous 7,567 23.3%
Holding current value
$685,510
Previous $876,000 23.52%
% of portfolio
0.38%
Previous 0.55%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
715
Shares Held
85.5M
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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