Biltmore Wealth Management, LLC Ishares Barclays 3 7 Yr Treas Transaction History

Biltmore Wealth Management, LLC

$230 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2017 Feb 08, 2018	SELL	N/A	-9,928 Closed	0 $0
Q3 2017 Nov 02, 2017	BUY	N/A	9,928	9,928 $1.23 Million

Others Institutions Holding IEI

# of Institutions

712

Shares Held

85.4M

Call Options Held

144K

Put Options Held

1.79M

Jpmorgan Chase & CO New York, NY

9.4M
Shares

$1.12 Billion
0.1% of portfolio
Bank Of America Corp Charlotte, NC

5.69M
Shares

$679 Million
0.06% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

4.25M
Shares

$508 Million
1.09% of portfolio
Envestnet Asset Management Inc

3.83M
Shares

$457 Million
0.16% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

3.77M
Shares

$451 Million
0.08% of portfolio

About ISHARES BARCLAYS 3-7 YR TREAS

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