Walkner Condon Financial Advisors LLC Ishares Barclays 3 7 Yr Treas Transaction History
Walkner Condon Financial Advisors LLC
- $459 Million
- Q2 2024
A detailed history of Walkner Condon Financial Advisors LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 4,399 shares of IEI stock, worth $519,565. This represents 0.11% of its overall portfolio holdings.
Number of Shares
4,399
Previous 4,399
-0.0%
Holding current value
$519,565
Previous $507,000
-0.0%
% of portfolio
0.11%
Previous 0.11%
Shares
15 transactions
Others Institutions Holding IEI
# of Institutions
715Shares Held
85.5MCall Options Held
144KPut Options Held
1.79M-
Jpmorgan Chase & CO New York, NY9.4MShares$1.11 Billion0.1% of portfolio
-
Bank Of America Corp Charlotte, NC5.69MShares$672 Million0.06% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA4.25MShares$502 Million1.09% of portfolio
-
Envestnet Asset Management Inc3.83MShares$452 Million0.16% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA3.77MShares$446 Million0.08% of portfolio