Ifg Advisors, LLC Ishares Barclays 3 7 Yr Treas Transaction History

Ifg Advisors, LLC

$461 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 31, 2023	BUY	$112.33 - $116.76 $2,246 - $2,335	20 Added 0.52%	3,860 $443,000
Q3 2022 Nov 02, 2022	BUY	$113.35 - $121.3 $1,360 - $1,455	12 Added 0.31%	3,840 $439,000
Q2 2022 Aug 01, 2022	SELL	$116.23 - $121.42 $60,672 - $63,381	-522 Reduced 12.0%	3,828 $457,000
Q1 2022 May 18, 2022	BUY	$121.42 - $128.17 $528,177 - $557,539	4,350 New	4,350 $531,000
Q1 2022 May 05, 2022	SELL	$121.42 - $128.17 $528,541 - $557,924	-4,353 Closed	0 $0
Q3 2021 Oct 26, 2021	BUY	$129.96 - $131.96 $58,741 - $59,645	452 Added 11.59%	4,353 $567,000
Q2 2021 Jul 26, 2021	BUY	$129.78 - $131.28 $506,271 - $512,123	3,901 New	3,901 $509,000

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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