D. Scott Neal, Inc. Ishares Barclays 3 7 Yr Treas Transaction History

D. Scott Neal, Inc.

$188 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 02, 2021	SELL	$129.78 - $131.28 $12.2 Million - $12.3 Million	-93,695 Closed	0 $0
Q1 2021 Apr 30, 2021	BUY	$129.89 - $133.02 $190,678 - $195,273	1,468 Added 1.59%	93,695 $12.2 Million
Q4 2020 Feb 05, 2021	SELL	$132.44 - $133.52 $97,608 - $98,404	-737 Reduced 0.79%	92,227 $0
Q3 2020 Oct 15, 2020	BUY	$133.35 - $134.1 $946,518 - $951,841	7,098 Added 8.27%	92,964 $12.4 Million
Q2 2020 Jul 16, 2020	BUY	$132.55 - $133.72 $1.23 Million - $1.24 Million	9,245 Added 12.07%	85,866 $0
Q1 2020 Apr 27, 2020	BUY	$125.97 - $133.34 $9.65 Million - $10.2 Million	76,621 New	76,621 $10.2 Million
Q4 2017 Feb 16, 2018	SELL	N/A	-16 Closed	0 $0
Q3 2017 Oct 18, 2017	BUY	N/A	16	16 $2,000

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

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