Badgley Phelps Wealth Managers, LLC Ishares Barclays 3 7 Yr Treas Transaction History

Badgley Phelps Wealth Managers, LLC

  • $4.67 Billion
  • Q3 2025

A detailed history of Badgley Phelps Wealth Managers, LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Badgley Phelps Wealth Managers, LLC holds 4,829 shares of IEI stock, worth $576,679. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,829
Previous 4,829 -0.0%
Holding current value
$576,679
Previous $575,000 0.35%
% of portfolio
0.01%
Previous 0.01%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 16, 2025
BUY
$116.93 - $119.39 $23,386 - $23,878
200 Added 4.32%
4,829 $575,000
Q4 2024

Feb 10, 2025
BUY
$115.08 - $119.55 $532,705 - $553,396
4,629 New
4,629 $534,000
Q4 2022

Jan 27, 2023
SELL
$112.33 - $116.76 $45.6 Million - $47.4 Million
-405,576 Reduced 98.8%
4,920 $0
Q3 2022

Nov 09, 2022
BUY
$113.35 - $121.3 $1.61 Million - $1.72 Million
14,188 Added 3.58%
410,496 $46.9 Million
Q2 2022

Aug 01, 2022
SELL
$116.23 - $121.42 $142,381 - $148,739
-1,225 Reduced 0.31%
396,308 $47.3 Million
Q1 2022

May 09, 2022
BUY
$121.42 - $128.17 $3.32 Million - $3.51 Million
27,367 Added 7.39%
397,533 $48.5 Million
Q4 2021

Feb 08, 2022
BUY
$128.19 - $130.42 $9.27 Million - $9.43 Million
72,337 Added 24.29%
370,166 $47.6 Million
Q3 2021

Nov 29, 2021
BUY
$129.96 - $131.96 $38.7 Million - $39.3 Million
297,829 New
297,829 $38.8 Million

Others Institutions Holding IEI

# of Institutions
906
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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