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

Edge Wealth Management LLC

  • $485 Million
  • Q4 2025

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 40,847 shares of IEI stock, worth $4.88 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares
40,847
Previous 40,227 1.54%
Holding current value
$4.88 Million
Previous $4.81 Million 1.46%
% of portfolio
1.01%
Previous 0.91%

Shares

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

Jan 12, 2026
BUY
$119.13 - $120.38 $73,860 - $74,635
620 Added 1.54%
40,847 $4.88 Million
Q3 2025

Oct 14, 2025
BUY
$117.65 - $120.08 $2,353 - $2,401
20 Added 0.05%
40,227 $4.81 Million
Q2 2025

Jul 14, 2025
BUY
$116.93 - $119.39 $1.27 Million - $1.3 Million
10,853 Added 36.97%
40,207 $4.79 Million
Q1 2025

Apr 10, 2025
BUY
$114.57 - $118.14 $512,700 - $528,676
4,475 Added 17.99%
29,354 $3.46 Million
Q4 2024

Jan 14, 2025
BUY
$115.08 - $119.55 $173,195 - $179,922
1,505 Added 6.44%
24,879 $2.87 Million
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
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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