Eisner Amper Wealth Management Corporate Benefits, LLC Ishares Barclays 3 7 Yr Treas Transaction History

Eisner Amper Wealth Management Corporate Benefits, LLC

$274 Million
Q4 2023

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 03, 2022	SELL	$113.35 - $121.3 $210,944 - $225,739	-1,861 Closed	0 $0
Q2 2022 Jul 01, 2022	BUY	$116.23 - $121.42 $216,304 - $225,962	1,861 New	1,861 $222,000

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

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