Wooster Corthell Wealth Management, Inc. Ishares Barclays 3 7 Yr Treas Transaction History

Wooster Corthell Wealth Management, Inc.

  • $469 Million
  • Q3 2024

A detailed history of Wooster Corthell Wealth Management, Inc. transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Wooster Corthell Wealth Management, Inc. holds 91,758 shares of IEI stock, worth $10.6 Million. This represents 2.34% of its overall portfolio holdings.

Number of Shares
91,758
Previous 91,537 0.24%
Holding current value
$10.6 Million
Previous $10.6 Million 3.84%
% of portfolio
2.34%
Previous 2.39%

Shares

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

Oct 21, 2024
BUY
$114.73 - $120.23 $25,355 - $26,570
221 Added 0.24%
91,758 $11 Million
Q2 2024

Jul 25, 2024
SELL
$113.43 - $115.88 $194,532 - $198,734
-1,715 Reduced 1.84%
91,537 $10.6 Million
Q1 2024

Apr 29, 2024
SELL
$114.97 - $117.54 $17,475 - $17,866
-152 Reduced 0.16%
93,252 $10.8 Million
Q4 2023

Jan 18, 2024
BUY
$111.61 - $117.37 $4.23 Million - $4.45 Million
37,899 Added 68.28%
93,404 $10.9 Million
Q3 2023

Oct 27, 2023
SELL
$112.76 - $116.14 $75,098 - $77,349
-666 Reduced 1.19%
55,505 $6.28 Million
Q2 2023

Jul 17, 2023
BUY
$115.23 - $119.04 $43,441 - $44,878
377 Added 0.68%
56,171 $6.47 Million
Q1 2023

May 01, 2023
SELL
$113.55 - $118.41 $77,781 - $81,110
-685 Reduced 1.21%
55,794 $6.56 Million
Q4 2022

Jan 25, 2023
BUY
$112.33 - $116.76 $160,182 - $166,499
1,426 Added 2.59%
56,479 $0
Q3 2022

Oct 31, 2022
SELL
$113.35 - $121.3 $216,158 - $231,319
-1,907 Reduced 3.35%
55,053 $6.29 Million
Q2 2022

Jul 22, 2022
BUY
$116.23 - $121.42 $6.62 Million - $6.92 Million
56,960 New
56,960 $6.8 Million

Others Institutions Holding IEI

# of Institutions
777
Shares Held
94.6M
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
Track This Portfolio

Track Wooster Corthell Wealth Management, Inc. Portfolio

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

News

Stay updated on Wooster Corthell Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email