Edge Wealth Management LLC Ishares Barclays 3 7 Yr Treas Transaction History

Edge Wealth Management LLC

  • $497 Million
  • Q3 2024

A detailed history of Edge Wealth Management LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Edge Wealth Management LLC holds 23,374 shares of IEI stock, worth $2.68 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares
23,374
Previous 21,965 6.41%
Holding current value
$2.68 Million
Previous $2.54 Million 10.21%
% of portfolio
0.56%
Previous 0.53%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
BUY
$114.73 - $120.23 $161,654 - $169,404
1,409 Added 6.41%
23,374 $2.8 Million
Q2 2024

Jul 12, 2024
BUY
$113.43 - $115.88 $510,661 - $521,691
4,502 Added 25.78%
21,965 $2.54 Million
Q1 2024

Apr 15, 2024
BUY
$114.97 - $117.54 $181,077 - $185,125
1,575 Added 9.91%
17,463 $2.02 Million
Q4 2023

Jan 11, 2024
SELL
$111.61 - $117.37 $1.2 Million - $1.27 Million
-10,792 Reduced 40.45%
15,888 $1.86 Million
Q3 2023

Oct 13, 2023
BUY
$112.76 - $116.14 $3.01 Million - $3.1 Million
26,680 New
26,680 $3.02 Million

Others Institutions Holding IEI

# of Institutions
777
Shares Held
94.7M
Call Options Held
174K
Put Options Held
56.1K
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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