Hcr Wealth Advisors Ishares Barclays 3 7 Yr Treas Transaction History
Hcr Wealth Advisors
- $658 Million
- Q1 2024
A detailed history of Hcr Wealth Advisors transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Hcr Wealth Advisors holds 12,080 shares of IEI stock, worth $1.39 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
12,080
Previous 10,550
14.5%
Holding current value
$1.39 Million
Previous $1.24 Million
13.2%
% of portfolio
0.21%
Previous 0.2%
Shares
7 transactions
Others Institutions Holding IEI
# of Institutions
705Shares Held
86.2MCall Options Held
131KPut Options Held
569K-
Jpmorgan Chase & CO New York, NY9.58MShares$1.1 Billion0.1% of portfolio
-
Bank Of America Corp Charlotte, NC5.16MShares$594 Million0.06% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA4.21MShares$484 Million1.1% of portfolio
-
Envestnet Asset Management Inc3.67MShares$422 Million0.16% of portfolio
-
Morgan Stanley New York, NY3.04MShares$349 Million0.03% of portfolio