Concord Asset Management, Llc/Va Ishares Barclays 3 7 Yr Treas Transaction History

Concord Asset Management, Llc/Va

$551 Billion
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 25, 2025	BUY	$116.93 - $119.39 $2.04 Million - $2.08 Million	17,412 New	17,412 $2.07 Billion

Others Institutions Holding IEI

# of Institutions

906

Shares Held

121M

Call Options Held

920K

Put Options Held

933K

Jpmorgan Chase & CO New York, NY

16.5M
Shares

$1.97 Billion
0.13% of portfolio
Bank Of America Corp Charlotte, NC

7.04M
Shares

$840 Million
0.06% of portfolio
Captrust Financial Advisors Raleigh, NC

5.64M
Shares

$674 Million
1.44% of portfolio
Invesco Ltd. Atlanta, GA

4.29M
Shares

$513 Million
0.09% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

4.25M
Shares

$508 Million
0.97% of portfolio

About ISHARES BARCLAYS 3-7 YR TREAS

Ticker IEI
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