True Private Wealth Advisors Ishares Barclays 3 7 Yr Treas Transaction History
True Private Wealth Advisors
- $762 Million
- Q2 2025
A detailed history of True Private Wealth Advisors transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, True Private Wealth Advisors holds 2,517 shares of IEI stock, worth $300,403. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,517
Previous 3,088
18.49%
Holding current value
$300,403
Previous $364,000
17.86%
% of portfolio
0.04%
Previous 0.05%
Shares
6 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