4 J Wealth Management LLC Ishares Barclays 3 7 Yr Treas Transaction History
4 J Wealth Management LLC
- $123 Million
- Q3 2025
A detailed history of 4 J Wealth Management LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, 4 J Wealth Management LLC holds 41,952 shares of IEI stock, worth $5.04 Million. This represents 4.07% of its overall portfolio holdings.
Number of Shares
41,952
Previous 34,200
22.67%
Holding current value
$5.04 Million
Previous $4.07 Million
23.11%
% of portfolio
4.07%
Previous 3.75%
Shares
4 transactions
Others Institutions Holding IEI
# of Institutions
880Shares Held
111MCall Options Held
1.08MPut Options Held
872K-
Jpmorgan Chase & CO New York, NY12.1MShares$1.45 Billion0.11% of portfolio
-
Bank Of America Corp Charlotte, NC6.79MShares$816 Million0.06% of portfolio
-
Invesco Ltd. Atlanta, GA4.29MShares$515 Million0.09% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA4.02MShares$482 Million0.96% of portfolio
-
Captrust Financial Advisors Raleigh, NC3.65MShares$438 Million1.01% of portfolio