West Chester Capital Advisors, Inc Ishares Barclays 3 7 Yr Treas Transaction History

West Chester Capital Advisors, Inc

  • $199 Million
  • Q2 2025

A detailed history of West Chester Capital Advisors, Inc transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, West Chester Capital Advisors, Inc holds 188,066 shares of IEI stock, worth $22.3 Million. This represents 11.23% of its overall portfolio holdings.

Number of Shares
188,066
Previous 163,884 14.76%
Holding current value
$22.3 Million
Previous $19.4 Million 15.68%
% of portfolio
11.23%
Previous 11.34%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$116.93 - $119.39 $2.83 Million - $2.89 Million
24,182 Added 14.76%
188,066 $22.4 Million
Q1 2025

May 14, 2025
SELL
$114.57 - $118.14 $652,247 - $672,571
-5,693 Reduced 3.36%
163,884 $19.4 Million
Q4 2024

Feb 14, 2025
BUY
$115.08 - $119.55 $18.6 Million - $19.4 Million
161,982 Added 2132.75%
169,577 $19.6 Million
Q3 2023

Nov 09, 2023
BUY
$112.76 - $116.14 $449,461 - $462,934
3,986 Added 110.45%
7,595 $859,000
Q2 2023

Aug 14, 2023
BUY
$115.23 - $119.04 $415,865 - $429,615
3,609 New
3,609 $415,000

Others Institutions Holding IEI

# of Institutions
868
Shares Held
115M
Call Options Held
2.34M
Put Options Held
666K
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 West Chester Capital Advisors, Inc Portfolio

Follow West Chester Capital Advisors, Inc 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 West Chester Capital Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on West Chester Capital Advisors, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email