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 $789,342. This represents 0.41% of its overall portfolio holdings.
Number of Shares
6,669
Previous 6,669
-0.0%
Holding current value
$789,342
Previous $784,000
2.04%
% of portfolio
0.41%
Previous 0.43%
Shares
11 transactions
Others Institutions Holding IEI
# of Institutions
861Shares Held
114MCall Options Held
2.34MPut Options Held
666K-
Jpmorgan Chase & CO New York, NY12.1MShares$1.43 Billion0.11% of portfolio
-
Bank Of America Corp Charlotte, NC7.73MShares$915 Million0.08% of portfolio
-
Invesco Ltd. Atlanta, GA6.4MShares$757 Million0.15% of portfolio
-
Wit, LLC District Of Columbia, DC4.8MShares$568 Million13.97% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA4.1MShares$485 Million1.04% of portfolio