Copia Wealth Management Ishares Barclays 3 7 Yr Treas Transaction History
Copia Wealth Management
- $135 Billion
- Q3 2025
A detailed history of Copia Wealth Management transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Copia Wealth Management holds 133 shares of IEI stock, worth $15,844. This represents 0.01% of its overall portfolio holdings.
Number of Shares
133
Previous 133
-0.0%
Holding current value
$15,844
Previous $15.8 Million
0.35%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding IEI
# of Institutions
884Shares Held
113MCall Options Held
1.08MPut Options Held
872K-
Jpmorgan Chase & CO New York, NY12.1MShares$1.44 Billion0.11% of portfolio
-
Bank Of America Corp Charlotte, NC6.79MShares$809 Million0.06% of portfolio
-
Invesco Ltd. Atlanta, GA4.29MShares$511 Million0.09% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA4.02MShares$479 Million0.96% of portfolio
-
Envestnet Asset Management Inc3.68MShares$438 Million0.14% of portfolio