Forte Asset Management LLC Ishares Barclays 3 7 Yr Treas Transaction History
Forte Asset Management LLC
- $184 Million
- Q4 2024
A detailed history of Forte Asset Management LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Forte Asset Management LLC holds 3,250 shares of IEI stock, worth $382,200. This represents 0.2% of its overall portfolio holdings.
Number of Shares
3,250
Previous 3,250
-0.0%
Holding current value
$382,200
Previous $388,000
3.35%
% of portfolio
0.2%
Previous 0.21%
Shares
2 transactions
Others Institutions Holding IEI
# of Institutions
799Shares Held
103MCall Options Held
1.17MPut Options Held
529K-
Jpmorgan Chase & CO New York, NY10.5MShares$1.23 Billion0.1% of portfolio
-
Bank Of America Corp Charlotte, NC6.8MShares$800 Million0.07% of portfolio
-
Invesco Ltd. Atlanta, GA6.4MShares$752 Million0.14% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA4.17MShares$490 Million1.02% of portfolio
-
Envestnet Asset Management Inc3.69MShares$433 Million0.14% of portfolio