Napa Wealth Management Ishares Barclays 3 7 Yr Treas Transaction History
Napa Wealth Management
- $211 Billion
- Q3 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 10,043 shares of IEI stock, worth $1.17 Million. This represents 0.57% of its overall portfolio holdings.
Number of Shares
10,043
Previous 7,798
28.79%
Holding current value
$1.17 Million
Previous $900 Million
33.4%
% of portfolio
0.57%
Previous 0.61%
Shares
2 transactions
Others Institutions Holding IEI
# of Institutions
741Shares Held
84.5MCall Options Held
144KPut Options Held
1.79M-
Jpmorgan Chase & CO New York, NY9.62MShares$1.12 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC5.69MShares$662 Million0.06% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA4.25MShares$495 Million1.09% of portfolio
-
Envestnet Asset Management Inc3.92MShares$456 Million0.16% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA3.77MShares$439 Million0.08% of portfolio