Tobias Financial Advisors, Inc. Ishares Barclays 3 7 Yr Treas Transaction History
Tobias Financial Advisors, Inc.
- $569 Million
- Q2 2025
A detailed history of Tobias Financial Advisors, Inc. transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Tobias Financial Advisors, Inc. holds 2,037 shares of IEI stock, worth $244,541. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,037
Previous 2,037
-0.0%
Holding current value
$244,541
Previous $240,000
0.83%
% of portfolio
0.04%
Previous 0.05%
Shares
1 transactions
Others Institutions Holding IEI
# of Institutions
875Shares Held
111MCall 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