Spectrum Planning & Advisory Services Inc. Ishares Barclays 3 7 Yr Treas Transaction History

Spectrum Planning & Advisory Services Inc.

$101 Million
Q2 2024

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 17, 2022	SELL	$113.35 - $121.3 $64,382 - $68,898	-568 Reduced 16.78%	2,816 $322,000
Q2 2022 Jul 15, 2022	BUY	$116.23 - $121.42 $5,695 - $5,949	49 Added 1.47%	3,384 $404,000
Q1 2022 Apr 18, 2022	BUY	$121.42 - $128.17 $3,642 - $3,845	30 Added 0.91%	3,335 $407,000
Q4 2021 Jan 19, 2022	BUY	$128.19 - $130.42 $17,305 - $17,606	135 Added 4.26%	3,305 $425,000
Q3 2021 Oct 13, 2021	SELL	$129.96 - $131.96 $14,295 - $14,515	-110 Reduced 3.35%	3,170 $413,000
Q2 2021 Jul 19, 2021	SELL	$129.78 - $131.28 $5,450 - $5,513	-42 Reduced 1.26%	3,280 $428,000
Q1 2021 Apr 27, 2021	SELL	$129.89 - $133.02 $14,807 - $15,164	-114 Reduced 3.32%	3,322 $431,000
Q4 2020 Feb 02, 2021	BUY	$132.44 - $133.52 $455,063 - $458,774	3,436 New	3,436 $457,000

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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