Tanglewood Wealth Management, Inc. Ishares Barclays 3 7 Yr Treas Transaction History

Tanglewood Wealth Management, Inc.

$829 Million
Q4 2024

A detailed history of Tanglewood Wealth Management, Inc. transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Tanglewood Wealth Management, Inc. holds 1,454,378 shares of IEI stock, worth $169 Million. This represents 20.27% of its overall portfolio holdings.

Number of Shares

1,454,378

Previous 1,095,189 32.8%

Holding current value

$169 Million

Previous $131 Million 28.29%

% of portfolio

20.27%

Previous 15.79%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$115.08 - $119.55 $41.3 Million - $42.9 Million	359,189 Added 32.8%	1,454,378 $168 Million
Q3 2024 Oct 25, 2024	SELL	$114.73 - $120.23 $22.2 Million - $23.2 Million	-193,281 Reduced 15.0%	1,095,189 $131 Million
Q2 2024 Jul 25, 2024	BUY	$113.43 - $115.88 $8.01 Million - $8.19 Million	70,655 Added 5.8%	1,288,470 $149 Million
Q1 2024 May 08, 2024	BUY	$114.97 - $117.54 $1.68 Million - $1.72 Million	14,604 Added 1.21%	1,217,815 $141 Million
Q4 2023 Feb 07, 2024	SELL	$111.61 - $117.37 $61.3 Million - $64.4 Million	-549,027 Reduced 31.33%	1,203,211 $141 Million
Q3 2023 Oct 31, 2023	BUY	$112.76 - $116.14 $38.6 Million - $39.8 Million	342,392 Added 24.29%	1,752,238 $198 Million
Q2 2023 Aug 04, 2023	BUY	$115.23 - $119.04 $129,172 - $133,443	1,121 Added 0.08%	1,409,846 $162 Million
Q1 2023 May 01, 2023	BUY	$113.55 - $118.41 $861,730 - $898,613	7,589 Added 0.54%	1,408,725 $166 Million
Q4 2022 Feb 06, 2023	BUY	$112.33 - $116.76 $59.7 Million - $62 Million	531,321 Added 61.08%	1,401,136 $161 Million
Q3 2022 Nov 02, 2022	BUY	$113.35 - $121.3 $3.5 Million - $3.75 Million	30,917 Added 3.69%	869,815 $99.4 Million
Q2 2022 Jul 22, 2022	SELL	$116.23 - $121.42 $13 Million - $13.5 Million	-111,568 Reduced 11.74%	838,898 $100 Million
Q1 2022 May 10, 2022	BUY	$121.42 - $128.17 $115 Million - $122 Million	950,466 New	950,466 $116 Million
Q2 2020 Aug 07, 2020	SELL	$132.55 - $133.72 $123 Million - $124 Million	-927,955 Closed	0 $0
Q1 2020 Apr 24, 2020	BUY	$125.97 - $133.34 $13.1 Million - $13.9 Million	104,333 Added 12.67%	927,955 $124 Million
Q4 2019 Feb 04, 2020	SELL	$125.41 - $127.8 $5.58 Million - $5.68 Million	-44,468 Reduced 5.12%	823,622 $104 Million
Q3 2019 Nov 12, 2019	BUY	$125.52 - $127.0 $37 Million - $37.4 Million	294,701 Added 51.4%	868,090 $110 Million
Q2 2019 Jul 26, 2019	BUY	N/A	453,712 Added 379.11%	573,389 $72.1 Million
Q1 2019 Apr 24, 2019	BUY	N/A	25,868 Added 27.58%	119,677 $14.7 Million
Q4 2018 Feb 07, 2019	BUY	N/A	1,586 Added 1.72%	93,809 $11.4 Million
Q3 2018 Oct 25, 2018	SELL	N/A	-15,035 Reduced 14.02%	92,223 $11 Million
Q2 2018 Aug 03, 2018	SELL	N/A	-225,810 Reduced 67.8%	107,258 $12.9 Million
Q1 2018 Apr 24, 2018	BUY	N/A	22,530 Added 7.26%	333,068 $40.2 Million
Q4 2017 Feb 06, 2018	SELL	N/A	-21,815 Reduced 6.56%	310,538 $37.9 Million
Q3 2017 Nov 02, 2017	BUY	N/A	332,353	332,353 $41 Million

Others Institutions Holding IEI

# of Institutions

797

Shares Held

103M

Call Options Held

1.17M

Put Options Held

529K

View Full List

About ISHARES BARCLAYS 3-7 YR TREAS

Ticker IEI
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Tanglewood Wealth Management, Inc. Ishares Barclays 3 7 Yr Treas Transaction History