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

Whalen Wealth Management Inc.

  • $144 Billion
  • Q4 2024

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 8,551 shares of IEI stock, worth $993,027. This represents 0.68% of its overall portfolio holdings.

Number of Shares
8,551
Previous 7,226 18.34%
Holding current value
$993,027
Previous $864 Million 14.33%
% of portfolio
0.68%
Previous 0.61%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
774
Shares Held
95M
Call Options Held
174K
Put Options Held
56.1K
View Full List

About ISHARES BARCLAYS 3-7 YR TREAS

IEI Quotes by TradingView
  • Ticker IEI
  • Sector ETFs
  • Industry ETFs
More about IEI
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