Alpha Omega Wealth Management LLC Ishares Barclays 3 7 Yr Treas Transaction History

Alpha Omega Wealth Management LLC

$510 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2017 Feb 06, 2018	SELL	N/A	-52 Closed	0 $0
Q2 2017 Aug 07, 2017	BUY	N/A	52	52 $6,000

Others Institutions Holding IEI

# of Institutions

862

Shares Held

114M

Call Options Held

2.34M

Put Options Held

666K

Jpmorgan Chase & CO New York, NY

12.1M
Shares

$1.44 Billion
0.11% of portfolio
Bank Of America Corp Charlotte, NC

7.73M
Shares

$918 Million
0.08% of portfolio
Invesco Ltd. Atlanta, GA

6.4M
Shares

$760 Million
0.15% of portfolio
Wit, LLC District Of Columbia, DC

4.8M
Shares

$570 Million
13.97% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

4.1M
Shares

$487 Million
1.04% of portfolio

About ISHARES BARCLAYS 3-7 YR TREAS

Ticker IEI
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