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

Whalen Wealth Management Inc.

$150 Billion
Q1 2025

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 14,902 shares of IEI stock, worth $1.76 Million. This represents 1.17% of its overall portfolio holdings.

Number of Shares

14,902

Previous 8,551 74.27%

Holding current value

$1.76 Million

Previous $988 Million 78.16%

% of portfolio

1.17%

Previous 0.68%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	BUY	$114.57 - $118.14 $727,634 - $750,307	6,351 Added 74.27%	14,902 $1.76 Billion
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

817

Shares Held

104M

Call Options Held

1.17M

Put Options Held

529K

View Full List

About ISHARES BARCLAYS 3-7 YR TREAS

Ticker IEI
Sector ETFs
Industry ETFs

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