Spartan Planning & Wealth Management Ishares Barclays 3 7 Yr Treas Transaction History

Spartan Planning & Wealth Management

  • $123 Million
  • Q3 2025

A detailed history of Spartan Planning & Wealth Management transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Spartan Planning & Wealth Management holds 46,531 shares of IEI stock, worth $5.56 Million. This represents 4.53% of its overall portfolio holdings.

Number of Shares
46,531
Previous 29,610 57.15%
Holding current value
$5.56 Million
Previous $3.53 Million 57.69%
% of portfolio
4.53%
Previous 3.15%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
BUY
$117.65 - $120.08 $1.99 Million - $2.03 Million
16,921 Added 57.15%
46,531 $5.56 Million
Q2 2025

Jul 17, 2025
BUY
$116.93 - $119.39 $300,977 - $307,309
2,574 Added 9.52%
29,610 $3.53 Million
Q1 2025

Apr 08, 2025
BUY
$114.57 - $118.14 $3.1 Million - $3.19 Million
27,036 New
27,036 $3.19 Million

Others Institutions Holding IEI

# of Institutions
902
Shares Held
120M
Call Options Held
920K
Put Options Held
933K
View Full List

About ISHARES BARCLAYS 3-7 YR TREAS

IEI Quotes by TradingView
  • Ticker IEI
  • Sector ETFs
  • Industry ETFs
More about IEI
Track This Portfolio

Track Spartan Planning & Wealth Management Portfolio

Follow Spartan Planning & Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Spartan Planning & Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Spartan Planning & Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email