Kingswood Wealth Advisors, LLC Ishares Barclays 3 7 Yr Treas Transaction History

Kingswood Wealth Advisors, LLC

$1.4 Trillion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 09, 2024	BUY	$113.43 - $115.88 $224,251 - $229,094	1,977 New	1,977 $228 Million

Others Institutions Holding IEI

# of Institutions

738

Shares Held

84.3M

Call Options Held

144K

Put Options Held

1.79M

Jpmorgan Chase & CO New York, NY

9.4M
Shares

$1.09 Billion
0.1% of portfolio
Bank Of America Corp Charlotte, NC

5.69M
Shares

$659 Million
0.06% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

4.25M
Shares

$492 Million
1.09% of portfolio
Envestnet Asset Management Inc

3.92M
Shares

$454 Million
0.16% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

3.77M
Shares

$437 Million
0.08% of portfolio

About ISHARES BARCLAYS 3-7 YR TREAS

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