Institutional & Family Asset Management, LLC Ishares Barclays 3 7 Yr Treas Transaction History

Institutional & Family Asset Management, LLC

$846 Million
Q2 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 11, 2022	SELL	$121.42 - $128.17 $849 - $897	-7 Closed	0 $0
Q4 2021 Feb 14, 2022	SELL	$128.19 - $130.42 $29,099 - $29,605	-227 Reduced 97.01%	7 $1,000
Q3 2021 Nov 10, 2021	SELL	$129.96 - $131.96 $70,568 - $71,654	-543 Reduced 69.88%	234 $30,000
Q4 2020 Feb 03, 2021	BUY	$132.44 - $133.52 $102,905 - $103,745	777 New	777 $103,000

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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