Kc Investment Advisors, LLC Ishares Barclays 3 7 Yr Treas Transaction History

Kc Investment Advisors, LLC

$223 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 25, 2024	SELL	$111.61 - $117.37 $3,459 - $3,638	-31 Reduced 1.67%	1,824 $213,000
Q3 2023 Nov 06, 2023	BUY	$112.76 - $116.14 $4,172 - $4,297	37 Added 2.04%	1,855 $209,000
Q2 2023 Aug 07, 2023	BUY	$115.23 - $119.04 $209,488 - $216,414	1,818 New	1,818 $209,000
Q3 2022 Nov 14, 2022	SELL	$113.35 - $121.3 $566 - $606	-5 Reduced 0.26%	1,915 $219,000
Q2 2022 Aug 15, 2022	SELL	$116.23 - $121.42 $19,177 - $20,034	-165 Reduced 7.91%	1,920 $229,000
Q1 2022 May 13, 2022	SELL	$121.42 - $128.17 $98,228 - $103,689	-809 Reduced 27.95%	2,085 $254,000
Q4 2021 Feb 15, 2022	SELL	$128.19 - $130.42 $71,530 - $72,774	-558 Reduced 16.16%	2,894 $372,000
Q3 2021 Nov 15, 2021	BUY	$129.96 - $131.96 $448,621 - $455,525	3,452 New	3,452 $449,000

Others Institutions Holding IEI

# of Institutions

777

Shares Held

94.6M

Call Options Held

174K

Put Options Held

56.1K

Jpmorgan Chase & CO New York, NY

9.62M
Shares

$1.11 Billion
0.09% of portfolio
Invesco Ltd. Atlanta, GA

6.4M
Shares

$739 Million
0.15% of portfolio
Bank Of America Corp Charlotte, NC

5.8M
Shares

$670 Million
0.06% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

4.19M
Shares

$484 Million
1.03% of portfolio
Envestnet Asset Management Inc

3.92M
Shares

$453 Million
0.16% of portfolio

About ISHARES BARCLAYS 3-7 YR TREAS

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