Koa Wealth Management, LLC Ishares Barclays 3 7 Yr Treas Transaction History

Koa Wealth Management, LLC

  • $146 Billion
  • Q4 2025

A detailed history of Koa Wealth Management, LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Koa Wealth Management, LLC holds 8,490 shares of IEI stock, worth $1.01 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares
8,490
Previous 6,255 35.73%
Holding current value
$1.01 Million
Previous $748 Million 35.55%
% of portfolio
0.7%
Previous 0.55%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 29, 2026
BUY
$119.13 - $120.38 $266,255 - $269,049
2,235 Added 35.73%
8,490 $1.01 Billion
Q3 2025

Oct 28, 2025
BUY
$117.65 - $120.08 $735,900 - $751,100
6,255 New
6,255 $748 Million

Others Institutions Holding IEI

# of Institutions
924
Shares Held
122M
Call Options Held
920K
Put Options Held
933K
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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