Gen Trust, LLC Ishares Barclays 3 7 Yr Treas Transaction History

Gen Trust, LLC

$2.16 Billion
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 23, 2025	SELL	$114.57 - $118.14 $242,315 - $249,866	-2,115 Reduced 5.2%	38,577 $4.56 Million
Q4 2024 Feb 04, 2025	BUY	$115.08 - $119.55 $4.68 Million - $4.86 Million	40,692 New	40,692 $4.7 Million

Others Institutions Holding IEI

# of Institutions

901

Shares Held

120M

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
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Gen Trust, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gen Trust, LLC with notifications on news.