Mittelman Wealth Management Ishares Barclays 3 7 Yr Treas Transaction History
Mittelman Wealth Management
- $154 Billion
- Q2 2024
A detailed history of Mittelman Wealth Management transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Mittelman Wealth Management holds 1,930 shares of IEI stock, worth $230,422. This represents 0.14% of its overall portfolio holdings.
Number of Shares
1,930
Previous 2,370
18.57%
Holding current value
$230,422
Previous $274 Million
18.8%
% of portfolio
0.14%
Previous 0.19%
Shares
2 transactions
Others Institutions Holding IEI
# of Institutions
712Shares Held
85.4MCall 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