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

Accurate Wealth Management, LLC

  • $688 Million
  • Q4 2025

A detailed history of Accurate Wealth Management, LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 2,098 shares of IEI stock, worth $250,543. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,098
Previous 2,178 3.67%
Holding current value
$250,543
Previous $260,000 3.85%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Jan 13, 2026
SELL
$119.13 - $120.38 $9,530 - $9,630
-80 Reduced 3.67%
2,098 $250,000
Q3 2025

Oct 20, 2025
BUY
$117.65 - $120.08 $256,241 - $261,534
2,178 New
2,178 $260,000
Q4 2024

Jan 14, 2025
SELL
$115.08 - $119.55 $36,480 - $37,897
-317 Reduced 7.71%
3,792 $438,000
Q3 2024

Oct 17, 2024
BUY
$114.73 - $120.23 $192,861 - $202,106
1,681 Added 69.23%
4,109 $491,000
Q2 2024

Jul 17, 2024
BUY
$113.43 - $115.88 $275,408 - $281,356
2,428 New
2,428 $280,000
Q4 2022

Jan 11, 2023
BUY
$112.33 - $116.76 $21,342 - $22,184
190 New
190 $0

Others Institutions Holding IEI

# of Institutions
909
Shares Held
121M
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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