Spartan Planning & Wealth Management Ishares Barclays 3 7 Yr Treas Transaction History
Spartan Planning & Wealth Management
- $112 Million
- Q2 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 29,610 shares of IEI stock, worth $3.53 Million. This represents 3.15% of its overall portfolio holdings.
Number of Shares
29,610
Previous 27,036
9.52%
Holding current value
$3.53 Million
Previous $3.19 Million
10.57%
% of portfolio
3.15%
Previous 3.22%
Shares
2 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
-
Invesco Ltd. Atlanta, GA4.29MShares$512 Million0.09% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA4.02MShares$479 Million0.96% of portfolio
-
Captrust Financial Advisors Raleigh, NC3.65MShares$436 Million1.01% of portfolio