Spartan Planning & Wealth Management Ishares Barclays 3 7 Yr Treas Transaction History
Spartan Planning & Wealth Management
- $99.2 Million
- Q1 2025
A detailed history of Spartan Planning & Wealth Management transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Spartan Planning & Wealth Management holds 27,036 shares of IEI stock, worth $3.19 Million. This represents 3.22% of its overall portfolio holdings.
Number of Shares
27,036Holding current value
$3.19 Million% of portfolio
3.22%Shares
1 transactions
Others Institutions Holding IEI
# of Institutions
862Shares Held
114MCall Options Held
2.34MPut Options Held
666K-
Jpmorgan Chase & CO New York, NY12.1MShares$1.43 Billion0.11% of portfolio
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Bank Of America Corp Charlotte, NC7.73MShares$913 Million0.08% of portfolio
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Invesco Ltd. Atlanta, GA6.4MShares$755 Million0.15% of portfolio
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Wit, LLC District Of Columbia, DC4.8MShares$567 Million13.97% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA4.1MShares$484 Million1.04% of portfolio