West Chester Capital Advisors, Inc Ishares Barclays 3 7 Yr Treas Transaction History

West Chester Capital Advisors, Inc

$195 Million
Q3 2025

A detailed history of West Chester Capital Advisors, Inc transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, West Chester Capital Advisors, Inc holds 181,726 shares of IEI stock, worth $21.7 Million. This represents 11.16% of its overall portfolio holdings.

Number of Shares

181,726

Previous 188,066 3.37%

Holding current value

$21.7 Million

Previous $22.4 Million 3.03%

% of portfolio

11.16%

Previous 11.23%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$117.65 - $120.08 $745,901 - $761,307	-6,340 Reduced 3.37%	181,726 $21.7 Million
Q2 2025 Aug 13, 2025	BUY	$116.93 - $119.39 $2.83 Million - $2.89 Million	24,182 Added 14.76%	188,066 $22.4 Million
Q1 2025 May 14, 2025	SELL	$114.57 - $118.14 $652,247 - $672,571	-5,693 Reduced 3.36%	163,884 $19.4 Million
Q4 2024 Feb 14, 2025	BUY	$115.08 - $119.55 $18.6 Million - $19.4 Million	161,982 Added 2132.75%	169,577 $19.6 Million
Q3 2023 Nov 09, 2023	BUY	$112.76 - $116.14 $449,461 - $462,934	3,986 Added 110.45%	7,595 $859,000

Q2 2023 Aug 14, 2023	BUY	$115.23 - $119.04 $415,865 - $429,615	3,609 New	3,609 $415,000

Others Institutions Holding IEI

# of Institutions

910

Shares Held

121M

Call Options Held

920K

Put Options Held

933K

View Full List

About ISHARES BARCLAYS 3-7 YR TREAS

Ticker IEI
Sector ETFs
Industry ETFs

More about IEI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of West Chester Capital Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on West Chester Capital Advisors, Inc with notifications on news.

Account

West Chester Capital Advisors, Inc Ishares Barclays 3 7 Yr Treas Transaction History