Worth Asset Management, LLC Ishares Barclays 3 7 Yr Treas Transaction History

Worth Asset Management, LLC

  • $183 Million
  • Q2 2025

A detailed history of Worth Asset Management, LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Worth Asset Management, LLC holds 52,190 shares of IEI stock, worth $6.2 Million. This represents 3.39% of its overall portfolio holdings.

Number of Shares
52,190
Previous 40,134 30.04%
Holding current value
$6.2 Million
Previous $4.74 Million 31.26%
% of portfolio
3.39%
Previous 2.89%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 10, 2025
BUY
$116.93 - $119.39 $1.41 Million - $1.44 Million
12,056 Added 30.04%
52,190 $6.22 Million
Q1 2025

Apr 09, 2025
BUY
$114.57 - $118.14 $4.6 Million - $4.74 Million
40,134 New
40,134 $4.74 Million
Q1 2022

May 13, 2022
BUY
$121.42 - $128.17 $2,428 - $2,563
20 New
20 $2,000

Others Institutions Holding IEI

# of Institutions
868
Shares Held
109M
Call Options Held
1.1M
Put Options Held
872K
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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