Evanson Asset Management, LLC Ishares Barclays 3 7 Yr Treas Transaction History

Evanson Asset Management, LLC

$1.35 Billion
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 10, 2023	BUY	$115.23 - $119.04 $261,341 - $269,982	2,268 New	2,268 $261,000
Q3 2018 Oct 10, 2018	SELL	N/A	-2,160 Closed	0 $0
Q4 2017 Feb 05, 2018	BUY	N/A	2,160	2,160 $264,000

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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