David J Yvars Group Ishares Barclays 3 7 Yr Treas Transaction History

David J Yvars Group

$155 Million
Q2 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 21, 2022	SELL	$121.42 - $128.17 $296,386 - $312,862	-2,441 Closed	0 $0
Q4 2021 Jan 24, 2022	SELL	$128.19 - $130.42 $3.81 Million - $3.87 Million	-29,708 Reduced 92.41%	2,441 $314,000
Q4 2021 Jan 18, 2022	BUY	$128.19 - $130.42 $3.81 Million - $3.87 Million	29,709 Added 1217.58%	32,149 $338,000
Q3 2021 Oct 18, 2021	SELL	$129.96 - $131.96 $405,995 - $412,243	-3,124 Reduced 56.15%	2,440 $318,000
Q2 2021 Jul 21, 2021	BUY	$129.78 - $131.28 $129 - $131	1 Added 0.02%	5,564 $726,000
Q1 2021 Apr 19, 2021	SELL	$129.89 - $133.02 $89,624 - $91,783	-690 Reduced 11.03%	5,563 $723,000
Q4 2020 Jan 20, 2021	BUY	$132.44 - $133.52 $828,147 - $834,900	6,253 New	6,253 $831,000

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 David J Yvars Group, based on Form 13F filings with the SEC.

News

Stay updated on David J Yvars Group with notifications on news.