Worth Asset Management, LLC Ishares Barclays 3 7 Yr Treas Transaction History

Worth Asset Management, LLC

$175 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 13, 2022	BUY	$121.42 - $128.17 $2,428 - $2,563	20 New	20 $2,000

Others Institutions Holding IEI

# of Institutions

802

Shares Held

103M

Call Options Held

1.17M

Put Options Held

529K

Jpmorgan Chase & CO New York, NY

10.5M
Shares

$1.23 Billion
0.1% of portfolio
Bank Of America Corp Charlotte, NC

6.8M
Shares

$802 Million
0.07% of portfolio
Invesco Ltd. Atlanta, GA

6.4M
Shares

$755 Million
0.14% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

4.17M
Shares

$492 Million
1.02% of portfolio
Envestnet Asset Management Inc

3.69M
Shares

$435 Million
0.14% of portfolio

About ISHARES BARCLAYS 3-7 YR TREAS

Ticker IEI
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