Endowment Wealth Management, Inc. Ishares Barclays 3 7 Yr Treas Transaction History
Endowment Wealth Management, Inc.
- $189 Million
- Q3 2025
A detailed history of Endowment Wealth Management, Inc. transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Endowment Wealth Management, Inc. holds 19,430 shares of IEI stock, worth $2.32 Million. This represents 1.23% of its overall portfolio holdings.
Number of Shares
19,430
Previous 14,984
29.67%
Holding current value
$2.32 Million
Previous $1.78 Million
30.16%
% of portfolio
1.23%
Previous 1.12%
Shares
5 transactions
Others Institutions Holding IEI
# of Institutions
902Shares Held
120MCall Options Held
920KPut Options Held
933K-
Jpmorgan Chase & CO New York, NY16.5MShares$1.97 Billion0.13% of portfolio
-
Bank Of America Corp Charlotte, NC7.04MShares$840 Million0.06% of portfolio
-
Captrust Financial Advisors Raleigh, NC5.64MShares$674 Million1.44% of portfolio
-
Invesco Ltd. Atlanta, GA4.29MShares$513 Million0.09% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA4.25MShares$508 Million0.97% of portfolio