Davis R M Inc Ishares Barclays 3 7 Yr Treas Transaction History

Davis R M Inc

$5.31 Billion
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 10, 2021	SELL	$129.89 - $133.02 $202,628 - $207,511	-1,560 Closed	0 $0
Q4 2020 Jan 27, 2021	BUY	$132.44 - $133.52 $206,606 - $208,291	1,560 New	1,560 $207,000

Others Institutions Holding IEI

# of Institutions

885

Shares Held

117M

Call Options Held

1.08M

Put Options Held

872K

Jpmorgan Chase & CO New York, NY

16.5M
Shares

$1.98 Billion
0.13% of portfolio
Bank Of America Corp Charlotte, NC

6.79M
Shares

$812 Million
0.06% of portfolio
Invesco Ltd. Atlanta, GA

4.29M
Shares

$513 Million
0.09% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

4.02M
Shares

$480 Million
0.96% of portfolio
Envestnet Asset Management Inc

3.68M
Shares

$440 Million
0.14% of portfolio

About ISHARES BARCLAYS 3-7 YR TREAS

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