A detailed history of Modern Wealth Management, LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Modern Wealth Management, LLC holds 7,454 shares of IEI stock, worth $890,156. This represents 0.02% of its overall portfolio holdings.

Number of Shares
7,454
Previous 26,627 72.01%
Holding current value
$890,156
Previous $3.17 Million 27993.19%
% of portfolio
0.02%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025

SELL
$117.65 - $120.08 $2.26 Million - $2.3 Million
-19,173 Reduced 72.01%
7,454 $891 Million
Q2 2025

Nov 12, 2025

BUY
$116.93 - $119.39 $350 - $358
3 Added 0.01%
26,627 $3.17 Million
Q2 2025

Aug 14, 2025

BUY
$116.93 - $119.39 $3.11 Million - $3.18 Million
26,624 New
26,624 $3.17 Million

Others Institutions Holding IEI

About ISHARES BARCLAYS 3-7 YR TREAS


  • Ticker IEI
  • Sector ETFs
  • Industry ETFs
More about IEI
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