Sowa Financial Group, Inc. Ishares Barclays 3 7 Yr Treas Transaction History

Sowa Financial Group, Inc.

$146 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 07, 2021	SELL	$129.96 - $131.96 $353,101 - $358,535	-2,717 Closed	0 $0
Q2 2021 Jul 06, 2021	SELL	$129.78 - $131.28 $104,472 - $105,680	-805 Reduced 22.86%	2,717 $355,000
Q1 2021 Apr 07, 2021	SELL	$129.89 - $133.02 $685,949 - $702,478	-5,281 Reduced 59.99%	3,522 $457,000
Q4 2020 Jan 15, 2021	SELL	$132.44 - $133.52 $321,167 - $323,786	-2,425 Reduced 21.6%	8,803 $1.17 Million
Q3 2020 Oct 06, 2020	SELL	$133.35 - $134.1 $226,828 - $228,104	-1,701 Reduced 13.16%	11,228 $1.5 Million
Q2 2020 Jul 10, 2020	BUY	$132.55 - $133.72 $142,093 - $143,347	1,072 Added 9.04%	12,929 $1.73 Million
Q1 2020 Apr 29, 2020	BUY	$125.97 - $133.34 $1.32 Million - $1.4 Million	10,484 Added 763.58%	11,857 $0
Q4 2019 Mar 19, 2020	BUY	$125.41 - $127.8 $172,187 - $175,469	1,373 New	1,373 $0

Others Institutions Holding IEI

# of Institutions

731

Shares Held

85.4M

Call Options Held

144K

Put Options Held

1.79M

Jpmorgan Chase & CO New York, NY

9.4M
Shares

$1.1 Billion
0.1% of portfolio
Bank Of America Corp Charlotte, NC

5.69M
Shares

$664 Million
0.06% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

4.25M
Shares

$496 Million
1.09% of portfolio
Envestnet Asset Management Inc

3.83M
Shares

$447 Million
0.16% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

3.77M
Shares

$441 Million
0.08% of portfolio

About ISHARES BARCLAYS 3-7 YR TREAS

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