Wbh Advisory Inc Ishares Barclays 3 7 Yr Treas Transaction History

Wbh Advisory Inc

$1.16 Billion
Q2 2025

A detailed history of Wbh Advisory Inc transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Wbh Advisory Inc holds 3,099 shares of IEI stock, worth $370,175. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,099

Holding current value

$370,175

% of portfolio

0.03%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	BUY	$116.93 - $119.39 $362,366 - $369,989	3,099 New	3,099 $369,000
Q4 2023 Jan 09, 2024	SELL	$111.61 - $117.37 $1.63 Million - $1.71 Million	-14,605 Reduced 81.48%	3,319 $388,000
Q3 2023 Oct 10, 2023	BUY	$112.76 - $116.14 $2.02 Million - $2.08 Million	17,924 New	17,924 $2.03 Million

Others Institutions Holding IEI

# of Institutions

873

Shares Held

110M

Call Options Held

1.08M

Put Options Held

872K

Jpmorgan Chase & CO New York, NY

12.1M
Shares

$1.45 Billion
0.11% of portfolio
Bank Of America Corp Charlotte, NC

6.79M
Shares

$811 Million
0.06% of portfolio
Invesco Ltd. Atlanta, GA

4.29M
Shares

$513 Million
0.09% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

4.02M
Shares

$480 Million
0.96% of portfolio
Captrust Financial Advisors Raleigh, NC

3.65M
Shares

$436 Million
1.01% of portfolio

View Full List

About ISHARES BARCLAYS 3-7 YR TREAS

Ticker IEI
Sector ETFs
Industry ETFs

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