Sonata Capital Group Inc Ishares Barclays 3 7 Yr Treas Transaction History

Sonata Capital Group Inc

$220 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Jan 29, 2021	SELL	N/A	-1,500 Closed	0 $0
Q1 2020 Apr 27, 2020	BUY	N/A	1,500 New	1,500 $200,000

Others Institutions Holding IEI

# of Institutions

704

Shares Held

86.1M

Call Options Held

131K

Put Options Held

569K

Jpmorgan Chase & CO New York, NY

9.58M
Shares

$1.11 Billion
0.1% of portfolio
Bank Of America Corp Charlotte, NC

5.16M
Shares

$598 Million
0.06% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

4.21M
Shares

$487 Million
1.1% of portfolio
Envestnet Asset Management Inc

3.67M
Shares

$425 Million
0.16% of portfolio
Morgan Stanley New York, NY

3.04M
Shares

$352 Million
0.03% of portfolio

About ISHARES BARCLAYS 3-7 YR TREAS

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