Forte Asset Management LLC Ishares Barclays 3 7 Yr Treas Transaction History
Forte Asset Management LLC
- $184 Million
- Q4 2024
A detailed history of Forte Asset Management LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Forte Asset Management LLC holds 3,250 shares of IEI stock, worth $376,610. This represents 0.2% of its overall portfolio holdings.
Number of Shares
3,250
Previous 3,250
-0.0%
Holding current value
$376,610
Previous $388,000
3.35%
% of portfolio
0.2%
Previous 0.21%
Shares
2 transactions
Others Institutions Holding IEI
# of Institutions
773Shares Held
97MCall Options Held
174KPut Options Held
56.1K-
Jpmorgan Chase & CO New York, NY9.62MShares$1.12 Billion0.09% of portfolio
-
Invesco Ltd. Atlanta, GA6.4MShares$741 Million0.15% of portfolio
-
Bank Of America Corp Charlotte, NC5.8MShares$672 Million0.06% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA4.19MShares$486 Million1.03% of portfolio
-
Envestnet Asset Management Inc3.92MShares$454 Million0.16% of portfolio