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 $114,845. This represents 0.01% of its overall portfolio holdings.
Number of Shares
999
Previous 999
-0.0%
Holding current value
$114,845
Previous $115,000
1.74%
% of portfolio
0.01%
Previous 0.01%
Shares
1 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