Whalen Wealth Management Inc. Ishares Barclays 3 7 Yr Treas Transaction History

Whalen Wealth Management Inc.

$186 Billion
Q4 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 47,368 shares of IEI stock, worth $5.66 Million. This represents 3.03% of its overall portfolio holdings.

Number of Shares

47,368

Previous 43,824 8.09%

Holding current value

$5.66 Million

Previous $5.24 Billion 7.94%

% of portfolio

3.03%

Previous 3.06%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 20, 2026	BUY	$119.13 - $120.38 $422,196 - $426,626	3,544 Added 8.09%	47,368 $5.65 Billion
Q3 2025 Oct 09, 2025	BUY	$117.65 - $120.08 $2.3 Million - $2.35 Million	19,583 Added 80.78%	43,824 $5.24 Billion
Q2 2025 Aug 04, 2025	BUY	$116.93 - $119.39 $1.09 Million - $1.11 Million	9,339 Added 62.67%	24,241 $2.89 Billion
Q1 2025 Apr 22, 2025	BUY	$114.57 - $118.14 $727,634 - $750,307	6,351 Added 74.27%	14,902 $1.76 Billion
Q4 2024 Jan 17, 2025	BUY	$115.08 - $119.55 $152,481 - $158,403	1,325 Added 18.34%	8,551 $988 Million

Q3 2024 Nov 07, 2024	SELL	$114.73 - $120.23 $323,079 - $338,567	-2,816 Reduced 28.04%	7,226 $864 Million
Q2 2024 Aug 01, 2024	BUY	$113.43 - $115.88 $153,017 - $156,322	1,349 Added 15.52%	10,042 $1.16 Billion
Q1 2024 Apr 24, 2024	BUY	$114.97 - $117.54 $318,926 - $326,055	2,774 Added 46.87%	8,693 $1.01 Billion
Q4 2023 Feb 13, 2024	BUY	$111.61 - $117.37 $660,619 - $694,713	5,919 New	5,919 $693 Million

Others Institutions Holding IEI

# of Institutions

922

Shares Held

122M

Call Options Held

920K

Put Options Held

933K

View Full List

About ISHARES BARCLAYS 3-7 YR TREAS

Ticker IEI
Sector ETFs
Industry ETFs

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Whalen Wealth Management Inc. Ishares Barclays 3 7 Yr Treas Transaction History