Sequent Planning LLC Ishares Barclays 3 7 Yr Treas Transaction History
Sequent Planning LLC
- $292 Billion
- Q2 2024
A detailed history of Sequent Planning LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Sequent Planning LLC holds 39,853 shares of IEI stock, worth $4.66 Million. This represents 1.56% of its overall portfolio holdings.
Number of Shares
39,853
Previous 38,579
3.3%
Holding current value
$4.66 Million
Previous $4.47 Billion
2.34%
% of portfolio
1.56%
Previous 1.62%
Shares
2 transactions
Others Institutions Holding IEI
# of Institutions
731Shares Held
85.4MCall Options Held
144KPut Options Held
1.79M-
Jpmorgan Chase & CO New York, NY9.4MShares$1.1 Billion0.1% of portfolio
-
Bank Of America Corp Charlotte, NC5.69MShares$665 Million0.06% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA4.25MShares$497 Million1.09% of portfolio
-
Envestnet Asset Management Inc3.83MShares$448 Million0.16% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA3.77MShares$441 Million0.08% of portfolio