4 J Wealth Management LLC Ishares Barclays 3 7 Yr Treas Transaction History
4 J Wealth Management LLC
- $125 Million
- Q4 2025
A detailed history of 4 J Wealth Management LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, 4 J Wealth Management LLC holds 54,012 shares of IEI stock, worth $6.45 Million. This represents 5.15% of its overall portfolio holdings.
Number of Shares
54,012
Previous 41,952
28.75%
Holding current value
$6.45 Million
Previous $5.01 Million
28.67%
% of portfolio
5.15%
Previous 4.07%
Shares
5 transactions
Others Institutions Holding IEI
# of Institutions
906Shares Held
121MCall 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