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 $2.93 Million. This represents 1.71% of its overall portfolio holdings.
Number of Shares
25,132
Previous 12,930
94.37%
Holding current value
$2.93 Million
Previous $1.48 Million
95.33%
% of portfolio
1.71%
Previous 1.11%
Shares
2 transactions
Others Institutions Holding IEI
# of Institutions
776Shares Held
94.6MCall Options Held
174KPut Options Held
56.1K-
Jpmorgan Chase & CO New York, NY9.62MShares$1.12 Billion0.09% of portfolio
-
Invesco Ltd. Atlanta, GA6.4MShares$746 Million0.15% of portfolio
-
Bank Of America Corp Charlotte, NC5.8MShares$676 Million0.06% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA4.19MShares$489 Million1.03% of portfolio
-
Envestnet Asset Management Inc3.92MShares$457 Million0.16% of portfolio