Upper Left Wealth Management, LLC Ishares Barclays 3 7 Yr Treas Transaction History

Upper Left Wealth Management, LLC

  • $115 Million
  • Q3 2024

A detailed history of Upper Left Wealth Management, LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 7,704 shares of IEI stock, worth $886,961. This represents 0.8% of its overall portfolio holdings.

Number of Shares
7,704
Previous 10,928 29.5%
Holding current value
$886,961
Previous $1.26 Million 26.96%
% of portfolio
0.8%
Previous 1.16%

Shares

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

Nov 13, 2024
SELL
$114.73 - $120.23 $369,889 - $387,621
-3,224 Reduced 29.5%
7,704 $921,000
Q2 2024

Jul 25, 2024
SELL
$113.43 - $115.88 $23,593 - $24,103
-208 Reduced 1.87%
10,928 $1.26 Million
Q1 2024

Apr 23, 2024
SELL
$114.97 - $117.54 $387,563 - $396,227
-3,371 Reduced 23.24%
11,136 $1.29 Million
Q4 2023

Jan 23, 2024
BUY
$111.61 - $117.37 $1.62 Million - $1.7 Million
14,507 New
14,507 $1.7 Million

Others Institutions Holding IEI

# of Institutions
777
Shares Held
94.6M
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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