Dynasty Wealth Management, LLC Ishares Barclays 3 7 Yr Treas Transaction History
Dynasty Wealth Management, LLC
- $7.49 Trillion
- Q3 2025
A detailed history of Dynasty Wealth Management, LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 593,126 shares of IEI stock, worth $70.8 Million. This represents 0.95% of its overall portfolio holdings.
Number of Shares
593,126
Previous 268,623
120.8%
Holding current value
$70.8 Million
Previous $32 Billion
121.58%
% of portfolio
0.95%
Previous 0.55%
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