Gm Advisory Group, Inc. Ishares Barclays 3 7 Yr Treas Transaction History

Gm Advisory Group, Inc.

$1.54 Billion
Q2 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 15, 2022	SELL	$116.23 - $121.42 $318,586 - $332,812	-2,741 Closed	0 $0
Q1 2022 May 13, 2022	SELL	$121.42 - $128.17 $1,335 - $1,409	-11 Reduced 0.4%	2,741 $335,000
Q2 2021 Aug 16, 2021	SELL	$129.78 - $131.28 $111,610 - $112,900	-860 Reduced 23.81%	2,752 $359,000
Q1 2021 May 13, 2021	SELL	$129.89 - $133.02 $38,966 - $39,906	-300 Reduced 7.67%	3,612 $469,000
Q4 2020 Feb 12, 2021	SELL	$132.44 - $133.52 $754,908 - $761,064	-5,700 Reduced 59.3%	3,912 $520,000
Q3 2020 Nov 12, 2020	SELL	$133.35 - $134.1 $1.24 Million - $1.25 Million	-9,300 Reduced 49.18%	9,612 $1.28 Million
Q2 2020 Aug 13, 2020	SELL	$132.55 - $133.72 $551,010 - $555,874	-4,157 Reduced 18.02%	18,912 $2.53 Million
Q1 2020 May 13, 2020	SELL	$125.97 - $133.34 $15.3 Million - $16.2 Million	-121,516 Reduced 84.04%	23,069 $3.08 Million
Q4 2019 Feb 14, 2020	SELL	$125.41 - $127.8 $4.28 Million - $4.37 Million	-34,160 Reduced 19.11%	144,585 $18.2 Million
Q3 2019 Nov 14, 2019	BUY	$125.52 - $127.0 $3.2 Million - $3.24 Million	25,486 Added 16.63%	178,745 $22.7 Million
Q2 2019 Aug 09, 2019	BUY	N/A	1,258 Added 0.83%	153,259 $19.3 Million
Q1 2019 May 14, 2019	BUY	N/A	152,001 New	152,001 $18.7 Million

Others Institutions Holding IEI

# of Institutions

714

Shares Held

85.5M

Call Options Held

144K

Put Options Held

1.79M

Jpmorgan Chase & CO New York, NY

9.4M
Shares

$1.13 Billion
0.1% of portfolio
Bank Of America Corp Charlotte, NC

5.69M
Shares

$682 Million
0.06% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

4.25M
Shares

$510 Million
1.09% of portfolio
Envestnet Asset Management Inc

3.83M
Shares

$459 Million
0.16% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

3.77M
Shares

$452 Million
0.08% of portfolio

About ISHARES BARCLAYS 3-7 YR TREAS

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