Heron Financial Group, LLC Ishares Barclays 3 7 Yr Treas Transaction History
Heron Financial Group, LLC
- $185 Million
- Q2 2023
A detailed history of Heron Financial Group, LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Heron Financial Group, LLC holds 6,669 shares of IEI stock, worth $786,475. This represents 0.41% of its overall portfolio holdings.
Number of Shares
6,669
Previous 6,669
-0.0%
Holding current value
$786,475
Previous $784,000
2.04%
% of portfolio
0.41%
Previous 0.43%
Shares
11 transactions
Others Institutions Holding IEI
# of Institutions
728Shares Held
85.7MCall Options Held
144KPut Options Held
1.79M-
Jpmorgan Chase & CO New York, NY9.4MShares$1.11 Billion0.1% of portfolio
-
Bank Of America Corp Charlotte, NC5.69MShares$671 Million0.06% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA4.25MShares$501 Million1.09% of portfolio
-
Envestnet Asset Management Inc3.83MShares$451 Million0.16% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA3.77MShares$445 Million0.08% of portfolio