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 $5.26 Million. This represents 3.06% of its overall portfolio holdings.
Number of Shares
43,824
Previous 24,241
80.78%
Holding current value
$5.26 Million
Previous $2.89 Billion
81.42%
% of portfolio
3.06%
Previous 1.81%
Shares
8 transactions
Others Institutions Holding IEI
# of Institutions
875Shares Held
111MCall Options Held
1.08MPut Options Held
872K-
Jpmorgan Chase & CO New York, NY12.1MShares$1.45 Billion0.11% of portfolio
-
Bank Of America Corp Charlotte, NC6.79MShares$816 Million0.06% of portfolio
-
Invesco Ltd. Atlanta, GA4.29MShares$515 Million0.09% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA4.02MShares$482 Million0.96% of portfolio
-
Captrust Financial Advisors Raleigh, NC3.65MShares$438 Million1.01% of portfolio