Aevitas Wealth Management, Inc. Ishares Barclays 3 7 Yr Treas Transaction History
Aevitas Wealth Management, Inc.
- $169 Million
- Q4 2022
A detailed history of Aevitas Wealth Management, Inc. transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Aevitas Wealth Management, Inc. holds 25,132 shares of IEI stock, worth $2.95 Million. This represents 1.71% of its overall portfolio holdings.
Number of Shares
25,132
Previous 12,930
94.37%
Holding current value
$2.95 Million
Previous $1.48 Million
95.33%
% of portfolio
1.71%
Previous 1.11%
Shares
2 transactions
Others Institutions Holding IEI
# of Institutions
799Shares Held
103MCall Options Held
1.17MPut Options Held
529K-
Jpmorgan Chase & CO New York, NY10.5MShares$1.23 Billion0.1% of portfolio
-
Bank Of America Corp Charlotte, NC6.8MShares$797 Million0.07% of portfolio
-
Invesco Ltd. Atlanta, GA6.4MShares$750 Million0.14% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA4.17MShares$489 Million1.02% of portfolio
-
Envestnet Asset Management Inc3.69MShares$432 Million0.14% of portfolio