Wr Wealth Planners, LLC Ishares Barclays 3 7 Yr Treas Transaction History

Wr Wealth Planners, LLC

$301 Million
Q4 2024

A detailed history of Wr Wealth Planners, LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 1,379 shares of IEI stock, worth $160,019. This represents 0.05% of its overall portfolio holdings.

Number of Shares

1,379

Previous 1,107 24.57%

Holding current value

$160,019

Previous $132,000 20.45%

% of portfolio

0.05%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	BUY	$115.08 - $119.55 $31,301 - $32,517	272 Added 24.57%	1,379 $159,000
Q2 2024 Jul 31, 2024	BUY	$113.43 - $115.88 $6,919 - $7,068	61 Added 5.83%	1,107 $127,000
Q1 2024 Jul 31, 2024	BUY	$114.97 - $117.54 $120,258 - $122,946	1,046 New	1,046 $121,000
Q3 2023 Aug 01, 2024	SELL	$112.76 - $116.14 $30,670 - $31,590	-272 Reduced 23.11%	905 $102 Million
Q2 2023 Aug 01, 2024	BUY	$115.23 - $119.04 $8,066 - $8,332	70 Added 6.32%	1,177 $136 Million
Q1 2023 Aug 01, 2024	SELL	$113.55 - $118.41 $45,079 - $47,008	-397 Reduced 35.86%	710 $83.5 Million
Q2 2022 Oct 17, 2024	SELL	$116.23 - $121.42 $16,039 - $16,755	-138 Closed	0 $0
Q1 2022 Oct 17, 2024	SELL	$121.42 - $128.17 $117,655 - $124,196	-969 Reduced 87.53%	138 $16.8 Million

Others Institutions Holding IEI

# of Institutions

796

Shares Held

103M

Call Options Held

1.17M

Put Options Held

529K

View Full List

About ISHARES BARCLAYS 3-7 YR TREAS

Ticker IEI
Sector ETFs
Industry ETFs

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Wr Wealth Planners, LLC Ishares Barclays 3 7 Yr Treas Transaction History