Ever Source Wealth Advisors, LLC Ishares Barclays 3 7 Yr Treas Transaction History
Ever Source Wealth Advisors, LLC
- $1.5 Billion
- Q2 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 11,460 shares of IEI stock, worth $1.37 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
11,460
Previous 9,696
18.19%
Holding current value
$1.37 Million
Previous $1.12 Million
17.91%
% of portfolio
0.09%
Previous 0.09%
Shares
10 transactions
Others Institutions Holding IEI
# of Institutions
714Shares Held
85.5MCall 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