Robertson Stephens Wealth Management, LLC Ishares Barclays 3 7 Yr Treas Transaction History
Robertson Stephens Wealth Management, LLC
- $3.07 Billion
- Q2 2025
A detailed history of Robertson Stephens Wealth Management, LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 190,365 shares of IEI stock, worth $22.9 Million. This represents 0.74% of its overall portfolio holdings.
Number of Shares
190,365
Previous 30,560
522.92%
Holding current value
$22.9 Million
Previous $3.61 Million
528.85%
% of portfolio
0.74%
Previous 0.13%
Shares
2 transactions
Others Institutions Holding IEI
# of Institutions
881Shares Held
112MCall Options Held
1.08MPut Options Held
872K-
Jpmorgan Chase & CO New York, NY12.1MShares$1.45 Billion0.11% of portfolio
-
Bank Of America Corp Charlotte, NC6.79MShares$816 Million0.06% of portfolio
-
Invesco Ltd. Atlanta, GA4.29MShares$515 Million0.09% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA4.02MShares$482 Million0.96% of portfolio
-
Captrust Financial Advisors Raleigh, NC3.65MShares$438 Million1.01% of portfolio