A detailed history of Western Wealth Management, LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Western Wealth Management, LLC holds 5,771 shares of IEI stock, worth $669,205. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,771
Previous 3,881 48.7%
Holding current value
$669,205
Previous $448,000 54.02%
% of portfolio
0.04%
Previous 0.03%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$114.73 - $120.23 $216,839 - $227,234
1,890 Added 48.7%
5,771 $690,000
Q2 2024

Jul 19, 2024

SELL
$113.43 - $115.88 $2,835 - $2,897
-25 Reduced 0.64%
3,881 $448,000
Q1 2024

May 02, 2024

BUY
$114.97 - $117.54 $112,670 - $115,189
980 Added 33.49%
3,906 $452,000
Q4 2023

Jan 31, 2024

SELL
$111.61 - $117.37 $2,232 - $2,347
-20 Reduced 0.68%
2,926 $342,000
Q3 2023

Nov 07, 2023

SELL
$112.76 - $116.14 $7,442 - $7,665
-66 Reduced 2.19%
2,946 $333,000
Q2 2023

Aug 30, 2023

SELL
$115.23 - $119.04 $23,161 - $23,927
-201 Reduced 6.26%
3,012 $347,000
Q1 2023

Aug 30, 2023

SELL
$113.55 - $118.41 $3,520 - $3,670
-31 Reduced 0.96%
3,213 $378,000
Q4 2022

Feb 02, 2023

SELL
$112.33 - $116.76 $85,707 - $89,087
-763 Reduced 19.04%
3,244 $372,000
Q3 2022

Nov 04, 2022

SELL
$113.35 - $121.3 $101,448 - $108,563
-895 Reduced 18.26%
4,007 $458,000
Q2 2022

Jul 18, 2022

BUY
$116.23 - $121.42 $56,022 - $58,524
482 Added 10.9%
4,902 $585,000
Q1 2022

May 10, 2022

BUY
$121.42 - $128.17 $130,405 - $137,654
1,074 Added 32.1%
4,420 $539,000
Q4 2021

Feb 14, 2022

SELL
$128.19 - $130.42 $12,690 - $12,911
-99 Reduced 2.87%
3,346 $431,000
Q2 2021

Aug 09, 2021

BUY
$129.78 - $131.28 $177,539 - $179,591
1,368 Added 65.86%
3,445 $450,000
Q1 2021

May 14, 2021

BUY
$129.89 - $133.02 $3,896 - $3,990
30 Added 1.47%
2,077 $270,000
Q4 2020

Feb 10, 2021

SELL
$132.44 - $133.52 $254,549 - $256,625
-1,922 Reduced 48.43%
2,047 $272,000
Q3 2020

Oct 27, 2020

SELL
$133.35 - $134.1 $39,471 - $39,693
-296 Reduced 6.94%
3,969 $530,000
Q2 2020

Jul 20, 2020

SELL
$132.55 - $133.72 $1.97 Million - $1.99 Million
-14,874 Reduced 77.72%
4,265 $570,000
Q1 2020

Apr 27, 2020

BUY
$125.97 - $133.34 $2.06 Million - $2.18 Million
16,325 Added 580.14%
19,139 $2.55 Million
Q4 2019

Feb 10, 2020

BUY
$125.41 - $127.8 $1,254 - $1,278
10 Added 0.36%
2,814 $354,000
Q3 2019

Nov 08, 2019

SELL
$125.52 - $127.0 $6,024 - $6,096
-48 Reduced 1.68%
2,804 $354,000
Q2 2019

Aug 06, 2019

SELL
N/A
-53 Reduced 1.82%
2,852 $358,000
Q1 2019

May 10, 2019

BUY
N/A
39 Added 1.36%
2,905 $357,000
Q4 2018

Feb 15, 2019

BUY
N/A
2,866 New
2,866 $348,000

Others Institutions Holding IEI

About ISHARES BARCLAYS 3-7 YR TREAS


  • Ticker IEI
  • Sector ETFs
  • Industry ETFs
More about IEI
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