Aspiriant, LLC Ishares Barclays 3 7 Yr Treas Transaction History

Aspiriant, LLC

$3.21 Billion
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 29, 2025	SELL	$116.93 - $119.39 $169,665 - $173,234	-1,451 Reduced 42.0%	2,004 $238,000
Q1 2025 Apr 21, 2025	BUY	$114.57 - $118.14 $395,839 - $408,173	3,455 New	3,455 $408,000

Others Institutions Holding IEI

# of Institutions

875

Shares Held

111M

Call Options Held

1.08M

Put Options Held

872K

Jpmorgan Chase & CO New York, NY

12.1M
Shares

$1.45 Billion
0.11% of portfolio
Bank Of America Corp Charlotte, NC

6.79M
Shares

$816 Million
0.06% of portfolio
Invesco Ltd. Atlanta, GA

4.29M
Shares

$515 Million
0.09% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

4.02M
Shares

$482 Million
0.96% of portfolio
Captrust Financial Advisors Raleigh, NC

3.65M
Shares

$438 Million
1.01% of portfolio

About ISHARES BARCLAYS 3-7 YR TREAS

Ticker IEI
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