Quaker Wealth Management, LLC Ishares Barclays 3 7 Yr Treas Transaction History
Quaker Wealth Management, LLC
- $247 Million
- Q1 2024
A detailed history of Quaker Wealth Management, LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Quaker Wealth Management, LLC holds 117,933 shares of IEI stock, worth $13.7 Million. This represents 5.53% of its overall portfolio holdings.
Number of Shares
117,933
Previous 95,283
23.77%
Holding current value
$13.7 Million
Previous $11.2 Million
22.37%
% of portfolio
5.53%
Previous 5.03%
Shares
2 transactions
Others Institutions Holding IEI
# of Institutions
705Shares Held
85.9MCall Options Held
131KPut Options Held
569K-
Jpmorgan Chase & CO New York, NY9.58MShares$1.11 Billion0.1% of portfolio
-
Bank Of America Corp Charlotte, NC5.16MShares$598 Million0.06% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA4.21MShares$487 Million1.1% of portfolio
-
Envestnet Asset Management Inc3.67MShares$425 Million0.16% of portfolio
-
Morgan Stanley New York, NY3.04MShares$352 Million0.03% of portfolio