Klaas Financial Asset Advisors, LLC Ishares Barclays 3 7 Yr Treas Transaction History
Klaas Financial Asset Advisors, LLC
- $565 Million
- Q4 2024
A detailed history of Klaas Financial Asset Advisors, LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Klaas Financial Asset Advisors, LLC holds 233,602 shares of IEI stock, worth $27.4 Million. This represents 4.78% of its overall portfolio holdings.
Number of Shares
233,602
Previous 227,818
2.54%
Holding current value
$27.4 Million
Previous $27.2 Million
0.94%
% of portfolio
4.78%
Previous 4.75%
Shares
16 transactions
Others Institutions Holding IEI
# of Institutions
797Shares 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$797 Million0.07% of portfolio
-
Invesco Ltd. Atlanta, GA6.4MShares$750 Million0.14% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA4.17MShares$488 Million1.02% of portfolio
-
Envestnet Asset Management Inc3.69MShares$432 Million0.14% of portfolio