Icon Wealth Partners, LLC Ishares Barclays 3 7 Yr Treas Transaction History
Icon Wealth Partners, LLC
- $878 Million
- Q3 2023
A detailed history of Icon Wealth Partners, LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Icon Wealth Partners, LLC holds 999 shares of IEI stock, worth $115,923. This represents 0.01% of its overall portfolio holdings.
Number of Shares
999
Previous 999
-0.0%
Holding current value
$115,923
Previous $115,000
1.74%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding IEI
# of Institutions
786Shares Held
104MCall Options Held
779KPut Options Held
215K-
Jpmorgan Chase & CO New York, NY10.5MShares$1.21 Billion0.1% of portfolio
-
Bank Of America Corp Charlotte, NC6.8MShares$789 Million0.07% of portfolio
-
Invesco Ltd. Atlanta, GA6.4MShares$742 Million0.14% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA4.17MShares$484 Million1.02% of portfolio
-
Envestnet Asset Management Inc3.69MShares$428 Million0.14% of portfolio