Koa Wealth Management, LLC Ishares Barclays 3 7 Yr Treas Transaction History
Koa Wealth Management, LLC
- $135 Billion
- Q3 2025
A detailed history of Koa Wealth Management, LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Koa Wealth Management, LLC holds 6,255 shares of IEI stock, worth $746,972. This represents 0.55% of its overall portfolio holdings.
Number of Shares
6,255Holding current value
$746,972% of portfolio
0.55%Shares
1 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
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Captrust Financial Advisors Raleigh, NC5.64MShares$674 Million1.44% of portfolio
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Invesco Ltd. Atlanta, GA4.29MShares$513 Million0.09% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA4.25MShares$508 Million0.97% of portfolio