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 $994,230. This represents 0.47% of its overall portfolio holdings.

Number of Shares
8,620
Previous 8,125 6.09%
Holding current value
$994,230
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
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
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