Wealth Enhancement & Preservation Of Ga, LLC Ishares Barclays 3 7 Yr Treas Transaction History

Wealth Enhancement & Preservation Of Ga, LLC

$104 Million
Q2 2023

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 19, 2022	SELL	$113.35 - $121.3 $844,684 - $903,927	-7,452 Closed	0 $0
Q2 2022 Sep 22, 2022	BUY	$116.23 - $121.42 $866,145 - $904,821	7,452 New	7,452 $886,000

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

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About ISHARES BARCLAYS 3-7 YR TREAS

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