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 $3.23 Million. This represents 3.22% of its overall portfolio holdings.
Number of Shares
27,036Holding current value
$3.23 Million% of portfolio
3.22%Shares
1 transactions
Others Institutions Holding IEI
# of Institutions
830Shares Held
105MCall Options Held
1.17MPut Options Held
529K-
Jpmorgan Chase & CO New York, NY10.5MShares$1.25 Billion0.1% of portfolio
-
Bank Of America Corp Charlotte, NC6.8MShares$812 Million0.07% of portfolio
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Invesco Ltd. Atlanta, GA6.4MShares$764 Million0.14% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA4.17MShares$498 Million1.02% of portfolio
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Envestnet Asset Management Inc3.75MShares$447 Million0.15% of portfolio