Sax Wealth Advisors, LLC Ishares Barclays 3 7 Yr Treas Transaction History
Sax Wealth Advisors, LLC
- $1.63 Billion
- Q2 2025
A detailed history of Sax Wealth Advisors, LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 1,725 shares of IEI stock, worth $205,878. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,725Holding current value
$205,878% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding IEI
# of Institutions
874Shares Held
110MCall 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$811 Million0.06% of portfolio
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Invesco Ltd. Atlanta, GA4.29MShares$512 Million0.09% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA4.02MShares$479 Million0.96% of portfolio
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Captrust Financial Advisors Raleigh, NC3.65MShares$436 Million1.01% of portfolio