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

Moneco Advisors, LLC

$778 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 08, 2022	SELL	$128.19 - $130.42 $201,258 - $204,759	-1,570 Closed	0 $0
Q3 2021 Nov 03, 2021	BUY	$129.96 - $131.96 $204,037 - $207,177	1,570 New	1,570 $204,000
Q2 2021 Aug 10, 2021	SELL	$129.78 - $131.28 $2.59 Million - $2.62 Million	-19,952 Closed	0 $0
Q1 2021 May 17, 2021	SELL	$129.89 - $133.02 $78,583 - $80,477	-605 Reduced 2.94%	19,952 $2.59 Million
Q4 2020 Jan 22, 2021	SELL	$132.44 - $133.52 $358,117 - $361,038	-2,704 Reduced 11.62%	20,557 $2.72 Million
Q3 2020 Oct 20, 2020	BUY	$133.35 - $134.1 $2.41 Million - $2.42 Million	18,063 Added 347.5%	23,261 $3.11 Million
Q2 2020 Jul 31, 2020	BUY	$132.55 - $133.72 $688,994 - $695,076	5,198 New	5,198 $695,000

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

$738 Million
0.15% of portfolio
Bank Of America Corp Charlotte, NC

5.8M
Shares

$669 Million
0.06% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

4.19M
Shares

$483 Million
1.03% of portfolio
Envestnet Asset Management Inc

3.92M
Shares

$452 Million
0.16% of portfolio

About ISHARES BARCLAYS 3-7 YR TREAS

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