Napa Wealth Management Ishares Barclays 3 7 Yr Treas Transaction History

Napa Wealth Management

  • $231 Billion
  • Q4 2024

A detailed history of Napa Wealth Management transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Napa Wealth Management holds 4,233 shares of IEI stock, worth $498,605. This represents 0.21% of its overall portfolio holdings.

Number of Shares
4,233
Previous 10,043 57.85%
Holding current value
$498,605
Previous $1.2 Billion 59.28%
% of portfolio
0.21%
Previous 0.57%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
SELL
$115.08 - $119.55 $668,614 - $694,585
-5,810 Reduced 57.85%
4,233 $489 Million
Q3 2024

Nov 07, 2024
BUY
$114.73 - $120.23 $257,568 - $269,916
2,245 Added 28.79%
10,043 $1.2 Billion
Q2 2024

Aug 14, 2024
BUY
$113.43 - $115.88 $884,527 - $903,632
7,798 New
7,798 $900 Million

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

IEI Quotes by TradingView
  • Ticker IEI
  • Sector ETFs
  • Industry ETFs
More about IEI
Track This Portfolio

Track Napa Wealth Management Portfolio

Follow Napa Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Napa Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Napa Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email