Insight Wealth Partners, LLC Ishares Barclays 3 7 Yr Treas Transaction History

Insight Wealth Partners, LLC

$498 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 02, 2022	SELL	$121.42 - $128.17 $8.4 Million - $8.87 Million	-69,204 Closed	0 $0
Q4 2021 Feb 04, 2022	SELL	$128.19 - $130.42 $359,188 - $365,436	-2,802 Reduced 3.89%	69,204 $8.91 Million
Q3 2021 Nov 05, 2021	BUY	$129.96 - $131.96 $2.58 Million - $2.62 Million	19,872 Added 38.12%	72,006 $9.37 Million
Q2 2021 Jul 14, 2021	SELL	$129.78 - $131.28 $19,207 - $19,429	-148 Reduced 0.28%	52,134 $6.81 Million
Q1 2021 Apr 20, 2021	BUY	$129.89 - $133.02 $5.03 Million - $5.15 Million	38,697 Added 284.85%	52,282 $6.79 Million
Q4 2020 Jan 19, 2021	BUY	$132.44 - $133.52 $24,236 - $24,434	183 Added 1.37%	13,585 $1.81 Million
Q3 2020 Oct 16, 2020	BUY	$133.35 - $134.1 $1.79 Million - $1.8 Million	13,402 New	13,402 $1.79 Million
Q1 2020 May 07, 2020	SELL	$125.97 - $133.34 $1.39 Million - $1.47 Million	-11,033 Closed	0 $0
Q4 2019 Mar 16, 2020	BUY	$125.41 - $127.8 $1.38 Million - $1.41 Million	11,033 New	11,033 $1.39 Million

Others Institutions Holding IEI

# of Institutions

776

Shares Held

94.6M

Call Options Held

174K

Put Options Held

56.1K

Jpmorgan Chase & CO New York, NY

9.62M
Shares

$1.12 Billion
0.09% of portfolio
Invesco Ltd. Atlanta, GA

6.4M
Shares

$748 Million
0.15% of portfolio
Bank Of America Corp Charlotte, NC

5.8M
Shares

$678 Million
0.06% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

4.19M
Shares

$490 Million
1.03% of portfolio
Envestnet Asset Management Inc

3.92M
Shares

$458 Million
0.16% of portfolio

About ISHARES BARCLAYS 3-7 YR TREAS

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