Capital Directions Investment Advisors, LLC Ishares Barclays 3 7 Yr Treas Transaction History

Capital Directions Investment Advisors, LLC

$268 Million
Q4 2022

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 02, 2022	SELL	N/A	-5,232 Closed	0 $5,000
Q2 2022 Jul 26, 2022	BUY	N/A	5,189 Added 12067.44%	5,232 $926,000
Q1 2022 May 16, 2022	BUY	N/A	43 New	43 $5,000
Q3 2018 Nov 14, 2018	SELL	N/A	-206 Closed	0 $0
Q2 2018 Aug 14, 2018	BUY	N/A	206 New	206 $25,000

Q3 2017 Nov 14, 2017	SELL	N/A	-85 Closed	0 $0
Q2 2017 Aug 15, 2017	BUY	N/A	85	85 $11,000

Others Institutions Holding IEI

# of Institutions

704

Shares Held

86.1M

Call Options Held

131K

Put Options Held

569K

Jpmorgan Chase & CO New York, NY

9.58M
Shares

$1.11 Billion
0.1% of portfolio
Bank Of America Corp Charlotte, NC

5.16M
Shares

$598 Million
0.06% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

4.21M
Shares

$487 Million
1.1% of portfolio
Envestnet Asset Management Inc

3.67M
Shares

$425 Million
0.16% of portfolio
Morgan Stanley New York, NY

3.04M
Shares

$352 Million
0.03% of portfolio

View Full List

About ISHARES BARCLAYS 3-7 YR TREAS

Ticker IEI
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