Whalen Wealth Management Inc. Ishares Barclays 3 7 Yr Treas Transaction History

Whalen Wealth Management Inc.

  • $144 Billion
  • Q4 2024

A detailed history of Whalen Wealth Management Inc. transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Whalen Wealth Management Inc. holds 8,551 shares of IEI stock, worth $990,889. This represents 0.68% of its overall portfolio holdings.

Number of Shares
8,551
Previous 7,226 18.34%
Holding current value
$990,889
Previous $864 Million 14.33%
% of portfolio
0.68%
Previous 0.61%

Shares

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

Jan 17, 2025
BUY
$115.08 - $119.55 $152,481 - $158,403
1,325 Added 18.34%
8,551 $988 Million
Q3 2024

Nov 07, 2024
SELL
$114.73 - $120.23 $323,079 - $338,567
-2,816 Reduced 28.04%
7,226 $864 Million
Q2 2024

Aug 01, 2024
BUY
$113.43 - $115.88 $153,017 - $156,322
1,349 Added 15.52%
10,042 $1.16 Billion
Q1 2024

Apr 24, 2024
BUY
$114.97 - $117.54 $318,926 - $326,055
2,774 Added 46.87%
8,693 $1.01 Billion
Q4 2023

Feb 13, 2024
BUY
$111.61 - $117.37 $660,619 - $694,713
5,919 New
5,919 $693 Million

Others Institutions Holding IEI

# of Institutions
773
Shares Held
97M
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
Track This Portfolio

Track Whalen Wealth Management Inc. Portfolio

Follow Whalen Wealth Management Inc. 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 Whalen Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Whalen Wealth Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email