Jpl Wealth Management, LLC Ishares Barclays 3 7 Yr Treas Transaction History
Jpl Wealth Management, LLC
- $204 Billion
- Q2 2024
A detailed history of Jpl Wealth Management, LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Jpl Wealth Management, LLC holds 14,740 shares of IEI stock, worth $1.76 Million. This represents 0.83% of its overall portfolio holdings.
Number of Shares
14,740
Previous 11,946
23.39%
Holding current value
$1.76 Million
Previous $1.38 Billion
23.03%
% of portfolio
0.83%
Previous 0.76%
Shares
3 transactions
Others Institutions Holding IEI
# of Institutions
714Shares Held
85.5MCall Options Held
144KPut Options Held
1.79M-
Jpmorgan Chase & CO New York, NY9.4MShares$1.12 Billion0.1% of portfolio
-
Bank Of America Corp Charlotte, NC5.69MShares$679 Million0.06% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA4.25MShares$508 Million1.09% of portfolio
-
Envestnet Asset Management Inc3.83MShares$457 Million0.16% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA3.77MShares$451 Million0.08% of portfolio