Dakota Wealth Management Ishares Barclays 3 7 Yr Treas Transaction History
Dakota Wealth Management
- $4.67 Billion
- Q2 2025
A detailed history of Dakota Wealth Management transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Dakota Wealth Management holds 1,716 shares of IEI stock, worth $205,645. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,716
Previous 2,008
14.54%
Holding current value
$205,645
Previous $237,000
13.92%
% of portfolio
0.0%
Previous 0.01%
Shares
16 transactions
Others Institutions Holding IEI
# of Institutions
871Shares Held
110MCall 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$814 Million0.06% of portfolio
-
Invesco Ltd. Atlanta, GA4.29MShares$514 Million0.09% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA4.02MShares$481 Million0.96% of portfolio
-
Captrust Financial Advisors Raleigh, NC3.65MShares$437 Million1.01% of portfolio