Modern Wealth Management, LLC Ishares Barclays 3 7 Yr Treas Transaction History
Modern Wealth Management, LLC
- $5.05 Trillion
- Q3 2025
A detailed history of Modern Wealth Management, LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Modern Wealth Management, LLC holds 7,454 shares of IEI stock, worth $890,156. This represents 0.02% of its overall portfolio holdings.
Number of Shares
7,454
Previous 26,627
72.01%
Holding current value
$890,156
Previous $3.17 Million
27993.19%
% of portfolio
0.02%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding IEI
# of Institutions
901Shares Held
120MCall Options Held
920KPut Options Held
933K-
Jpmorgan Chase & CO New York, NY16.5MShares$1.97 Billion0.13% of portfolio
-
Bank Of America Corp Charlotte, NC7.04MShares$840 Million0.06% of portfolio
-
Captrust Financial Advisors Raleigh, NC5.64MShares$674 Million1.44% of portfolio
-
Invesco Ltd. Atlanta, GA4.29MShares$513 Million0.09% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA4.25MShares$508 Million0.97% of portfolio