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 $206,005. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,716
              Previous 2,008
              
        
           14.54%
        
      
          
        Holding current value
$206,005
            Previous $237,000
            
        
           13.92%
        
      
          
        % of portfolio
0.0%
            Previous 0.01%
          
        Shares
	  16 transactions
	
  Others Institutions Holding IEI
# of Institutions
881Shares Held
112MCall 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$816 Million0.06% of portfolio
 - 
    
      Invesco Ltd. Atlanta, GA4.29MShares$515 Million0.09% of portfolio
 - 
    
      Financial Engines Advisors L.L.C. Santa Clara, CA4.02MShares$482 Million0.96% of portfolio
 - 
    
      Captrust Financial Advisors Raleigh, NC3.65MShares$438 Million1.01% of portfolio