Morton Brown Family Wealth, LLC Ishares Barclays 3 7 Yr Treas Transaction History

Morton Brown Family Wealth, LLC

$287 Million
Q4 2024

A detailed history of Morton Brown Family Wealth, LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 1,817 shares of IEI stock, worth $214,024. This represents 0.07% of its overall portfolio holdings.

Number of Shares

1,817

Previous 1,827 0.55%

Holding current value

$214,024

Previous $218,000 4.13%

% of portfolio

0.07%

Previous 0.08%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$115.08 - $119.55 $1,150 - $1,195	-10 Reduced 0.55%	1,817 $209,000
Q2 2024 Jul 30, 2024	SELL	$113.43 - $115.88 $134,754 - $137,665	-1,188 Reduced 39.4%	1,827 $210,000
Q1 2024 Apr 23, 2024	BUY	$114.97 - $117.54 $97,264 - $99,438	846 Added 39.0%	3,015 $349,000
Q4 2023 Jan 26, 2024	BUY	$111.61 - $117.37 $26,563 - $27,934	238 Added 12.33%	2,169 $254,000
Q3 2023 Oct 18, 2023	SELL	$112.76 - $116.14 $70,587 - $72,703	-626 Reduced 24.48%	1,931 $218,000
Q2 2023 Jul 25, 2023	SELL	$115.23 - $119.04 $2,995 - $3,095	-26 Reduced 1.01%	2,557 $294,000
Q1 2023 Apr 25, 2023	BUY	$113.55 - $118.41 $12,604 - $13,143	111 Added 4.49%	2,583 $303,000
Q4 2022 Feb 01, 2023	BUY	$112.33 - $116.76 $277,679 - $288,630	2,472 New	2,472 $284,000

Others Institutions Holding IEI

# of Institutions

797

Shares Held

103M

Call Options Held

1.17M

Put Options Held

529K

View Full List

About ISHARES BARCLAYS 3-7 YR TREAS

Ticker IEI
Sector ETFs
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Morton Brown Family Wealth, LLC Ishares Barclays 3 7 Yr Treas Transaction History