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

Upper Left Wealth Management, LLC

$142 Million
Q2 2025

A detailed history of Upper Left Wealth Management, LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 7,302 shares of IEI stock, worth $872,223. This represents 0.61% of its overall portfolio holdings.

Number of Shares

7,302

Previous 7,373 0.96%

Holding current value

$872,223

Previous $869,000 -0.0%

% of portfolio

0.61%

Previous 0.65%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 07, 2025	SELL	$116.93 - $119.39 $8,302 - $8,476	-71 Reduced 0.96%	7,302 $869,000
Q1 2025 Apr 14, 2025	SELL	$114.57 - $118.14 $20,278 - $20,910	-177 Reduced 2.34%	7,373 $869,000
Q4 2024 Jan 23, 2025	SELL	$115.08 - $119.55 $17,722 - $18,410	-154 Reduced 2.0%	7,550 $872,000
Q3 2024 Nov 13, 2024	SELL	$114.73 - $120.23 $369,889 - $387,621	-3,224 Reduced 29.5%	7,704 $921,000
Q2 2024 Jul 25, 2024	SELL	$113.43 - $115.88 $23,593 - $24,103	-208 Reduced 1.87%	10,928 $1.26 Million
Q1 2024 Apr 23, 2024	SELL	$114.97 - $117.54 $387,563 - $396,227	-3,371 Reduced 23.24%	11,136 $1.29 Million
Q4 2023 Jan 23, 2024	BUY	$111.61 - $117.37 $1.62 Million - $1.7 Million	14,507 New	14,507 $1.7 Million

Others Institutions Holding IEI

# of Institutions

875

Shares Held

111M

Call Options Held

1.08M

Put Options Held

872K

View Full List

About ISHARES BARCLAYS 3-7 YR TREAS

Ticker IEI
Sector ETFs
Industry ETFs

More about IEI

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