Wunderlich Capital Managemnt Ishares Barclays 3 7 Yr Treas Transaction History

Wunderlich Capital Managemnt

  • $212 Million
  • Q2 2024

A detailed history of Wunderlich Capital Managemnt transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Wunderlich Capital Managemnt holds 8,620 shares of IEI stock, worth $1.02 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares
8,620
Previous 8,125 6.09%
Holding current value
$1.02 Million
Previous $940,000 5.85%
% of portfolio
0.47%
Previous 0.44%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
BUY
$113.43 - $115.88 $56,147 - $57,360
495 Added 6.09%
8,620 $995,000
Q1 2024

May 15, 2024
BUY
$114.97 - $117.54 $71,281 - $72,874
620 Added 8.26%
8,125 $940,000
Q4 2023

Feb 15, 2024
BUY
$111.61 - $117.37 $162,392 - $170,773
1,455 Added 24.05%
7,505 $879,000
Q3 2023

Nov 15, 2023
BUY
$112.76 - $116.14 $604,957 - $623,091
5,365 Added 783.21%
6,050 $684,000
Q3 2023

Nov 14, 2023
SELL
$112.76 - $116.14 $636,868 - $655,958
-5,648 Reduced 89.18%
685 $685,000
Q2 2023

Aug 08, 2023
BUY
$115.23 - $119.04 $82,274 - $84,994
714 Added 12.71%
6,333 $730,000
Q1 2023

May 09, 2023
BUY
$113.55 - $118.41 $100,037 - $104,319
881 Added 18.59%
5,619 $661,000
Q4 2022

Feb 14, 2023
BUY
$112.33 - $116.76 $157,935 - $164,164
1,406 Added 42.2%
4,738 $544,000
Q3 2022

Nov 14, 2022
BUY
$113.35 - $121.3 $377,682 - $404,171
3,332 New
3,332 $381,000

Others Institutions Holding IEI

# of Institutions
802
Shares Held
103M
Call Options Held
1.17M
Put Options Held
529K
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 Wunderlich Capital Managemnt Portfolio

Follow Wunderlich Capital Managemnt 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 Wunderlich Capital Managemnt, based on Form 13F filings with the SEC.

News

Stay updated on Wunderlich Capital Managemnt with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email