Latko Wealth Management, Ltd. Ishares Barclays 3 7 Yr Treas Transaction History

Latko Wealth Management, Ltd.

  • $197 Million
  • Q3 2025

A detailed history of Latko Wealth Management, Ltd. transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Latko Wealth Management, Ltd. holds 53,758 shares of IEI stock, worth $6.42 Million. This represents 3.26% of its overall portfolio holdings.

Number of Shares
53,758
Previous 49,865 7.81%
Holding current value
$6.42 Million
Previous $5.94 Million 8.18%
% of portfolio
3.26%
Previous 3.34%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025
BUY
$117.65 - $120.08 $458,011 - $467,471
3,893 Added 7.81%
53,758 $6.42 Million
Q2 2025

Aug 07, 2025
SELL
$116.93 - $119.39 $600,201 - $612,828
-5,133 Reduced 9.33%
49,865 $5.94 Million
Q1 2025

Apr 15, 2025
BUY
$114.57 - $118.14 $40,443 - $41,703
353 Added 0.65%
54,998 $6.5 Million
Q4 2024

Jan 30, 2025
BUY
$115.08 - $119.55 $645,368 - $670,436
5,608 Added 11.44%
54,645 $6.31 Million
Q3 2024

Oct 29, 2024
BUY
$114.73 - $120.23 $5.63 Million - $5.9 Million
49,037 New
49,037 $5.87 Million

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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