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

Whalen Wealth Management Inc.

  • $171 Billion
  • Q3 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 43,824 shares of IEI stock, worth $5.23 Million. This represents 3.06% of its overall portfolio holdings.

Number of Shares
43,824
Previous 24,241 80.78%
Holding current value
$5.23 Million
Previous $2.89 Billion 81.42%
% of portfolio
3.06%
Previous 1.81%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 09, 2025
BUY
$117.65 - $120.08 $2.3 Million - $2.35 Million
19,583 Added 80.78%
43,824 $5.24 Billion
Q2 2025

Aug 04, 2025
BUY
$116.93 - $119.39 $1.09 Million - $1.11 Million
9,339 Added 62.67%
24,241 $2.89 Billion
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
902
Shares Held
120M
Call Options Held
920K
Put Options Held
933K
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 Whalen Wealth Management Inc. Portfolio

Follow Whalen Wealth Management 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 Whalen Wealth Management Inc., based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email