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

Capstone Wealth Management, LLC

  • $137 Billion
  • Q4 2025

A detailed history of Capstone Wealth Management, LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Capstone Wealth Management, LLC holds 3,889 shares of IEI stock, worth $464,424. This represents 0.34% of its overall portfolio holdings.

Number of Shares
3,889
Previous 2,611 48.95%
Holding current value
$464,424
Previous $312 Million 48.75%
% of portfolio
0.34%
Previous 0.24%

Shares

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

Jan 20, 2026
BUY
$119.13 - $120.38 $152,248 - $153,845
1,278 Added 48.95%
3,889 $464 Million
Q3 2025

Oct 09, 2025
BUY
$117.65 - $120.08 $307,184 - $313,528
2,611 New
2,611 $312 Million
Q1 2025

Apr 16, 2025
BUY
$114.57 - $118.14 $1,374 - $1,417
12 Added 0.4%
3,012 $356 Million
Q4 2024

Jan 17, 2025
BUY
$115.08 - $119.55 $345,240 - $358,650
3,000 New
3,000 $347 Million

Others Institutions Holding IEI

# of Institutions
913
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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