Claro Advisors LLC Ishares Barclays 3 7 Yr Treas Transaction History

Claro Advisors LLC

$998 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 10, 2023	BUY	$112.76 - $116.14 $630,215 - $649,106	5,589 New	5,589 $632,000
Q1 2019 May 10, 2019	SELL	N/A	-60 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	N/A	60 New	60 $7,000

Others Institutions Holding IEI

# of Institutions

728

Shares Held

85.7M

Call Options Held

144K

Put Options Held

1.79M

Jpmorgan Chase & CO New York, NY

9.4M
Shares

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

5.69M
Shares

$671 Million
0.06% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

4.25M
Shares

$501 Million
1.09% of portfolio
Envestnet Asset Management Inc

3.83M
Shares

$451 Million
0.16% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

3.77M
Shares

$445 Million
0.08% of portfolio

About ISHARES BARCLAYS 3-7 YR TREAS

Ticker IEI
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Claro Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Claro Advisors LLC with notifications on news.