Congress Wealth Management LLC Ishares Barclays 3 7 Yr Treas Transaction History
Congress Wealth Management LLC
- $6.12 Billion
- Q2 2024
A detailed history of Congress Wealth Management LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Congress Wealth Management LLC holds 4,487 shares of IEI stock, worth $537,901. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,487
Previous 4,444
0.97%
Holding current value
$537,901
Previous $514,000
0.78%
% of portfolio
0.01%
Previous 0.01%
Shares
11 transactions
Others Institutions Holding IEI
# of Institutions
713Shares Held
85.4MCall Options Held
144KPut Options Held
1.79M-
Jpmorgan Chase & CO New York, NY9.4MShares$1.13 Billion0.1% of portfolio
-
Bank Of America Corp Charlotte, NC5.69MShares$682 Million0.06% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA4.25MShares$510 Million1.09% of portfolio
-
Envestnet Asset Management Inc3.83MShares$459 Million0.16% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA3.77MShares$452 Million0.08% of portfolio