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

Whalen Wealth Management Inc.

$150 Billion
Q1 2025

A detailed history of Whalen Wealth Management Inc. transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Whalen Wealth Management Inc. holds 14,902 shares of IEI stock, worth $1.76 Million. This represents 1.17% of its overall portfolio holdings.

Number of Shares

14,902

Previous 8,551 74.27%

Holding current value

$1.76 Million

Previous $988 Million 78.16%

% of portfolio

1.17%

Previous 0.68%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	BUY	$114.57 - $118.14 $727,634 - $750,307	6,351 Added 74.27%	14,902 $1.76 Billion
Q4 2024 Jan 17, 2025	BUY	$115.08 - $119.55 $152,481 - $158,403	1,325 Added 18.34%	8,551 $988 Million
Q3 2024 Nov 07, 2024	SELL	$114.73 - $120.23 $323,079 - $338,567	-2,816 Reduced 28.04%	7,226 $864 Million
Q2 2024 Aug 01, 2024	BUY	$113.43 - $115.88 $153,017 - $156,322	1,349 Added 15.52%	10,042 $1.16 Billion
Q1 2024 Apr 24, 2024	BUY	$114.97 - $117.54 $318,926 - $326,055	2,774 Added 46.87%	8,693 $1.01 Billion
Q4 2023 Feb 13, 2024	BUY	$111.61 - $117.37 $660,619 - $694,713	5,919 New	5,919 $693 Million

Others Institutions Holding IEI

# of Institutions

861

Shares Held

113M

Call Options Held

2.34M

Put Options Held

666K

View Full List

About ISHARES BARCLAYS 3-7 YR TREAS

Ticker IEI
Sector ETFs
Industry ETFs

More about IEI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Whalen Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Whalen Wealth Management Inc. with notifications on news.

Account

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