Strategic Planning Group, LLC Ishares Barclays 3 7 Yr Treas Transaction History

Strategic Planning Group, LLC

$507 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Apr 11, 2024	BUY	$111.61 - $117.37 $244,537 - $257,157	2,191 New	2,191 $257 Million

Others Institutions Holding IEI

# of Institutions

775

Shares Held

95.5M

Call Options Held

174K

Put Options Held

56.1K

Jpmorgan Chase & CO New York, NY

9.62M
Shares

$1.12 Billion
0.09% of portfolio
Invesco Ltd. Atlanta, GA

6.4M
Shares

$742 Million
0.15% of portfolio
Bank Of America Corp Charlotte, NC

5.8M
Shares

$673 Million
0.06% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

4.19M
Shares

$486 Million
1.03% of portfolio
Envestnet Asset Management Inc

3.92M
Shares

$455 Million
0.16% of portfolio

About ISHARES BARCLAYS 3-7 YR TREAS

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