Kathleen S. Wright Associates Inc. Ishares Barclays 3 7 Yr Treas Transaction History
Kathleen S. Wright Associates Inc.
- $242 Million
- Q4 2024
A detailed history of Kathleen S. Wright Associates Inc. transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 4,030 shares of IEI stock, worth $468,003. This represents 0.19% of its overall portfolio holdings.
Number of Shares
4,030
Previous 4,030
-0.0%
Holding current value
$468,003
Previous $482,000
3.53%
% of portfolio
0.19%
Previous 0.2%
Shares
12 transactions
Others Institutions Holding IEI
# of Institutions
775Shares Held
95.3MCall Options Held
174KPut Options Held
56.1K-
Jpmorgan Chase & CO New York, NY9.62MShares$1.12 Billion0.09% of portfolio
-
Invesco Ltd. Atlanta, GA6.4MShares$743 Million0.15% of portfolio
-
Bank Of America Corp Charlotte, NC5.8MShares$674 Million0.06% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA4.19MShares$487 Million1.03% of portfolio
-
Envestnet Asset Management Inc3.92MShares$455 Million0.16% of portfolio