Independence Financial Advisors, LLC Ishares Barclays 3 7 Yr Treas Transaction History
Independence Financial Advisors, LLC
- $328 Billion
- Q3 2025
A detailed history of Independence Financial Advisors, LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Independence Financial Advisors, LLC holds 152,913 shares of IEI stock, worth $18.3 Million. This represents 5.57% of its overall portfolio holdings.
Number of Shares
152,913
Previous 97,046
57.57%
Holding current value
$18.3 Million
Previous $11.6 Billion
58.12%
% of portfolio
5.57%
Previous 4.49%
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