Surience Private Wealth LLC Ishares Barclays 3 7 Yr Treas Transaction History

Surience Private Wealth LLC

$92.6 Million
Q4 2025

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 24, 2025	SELL	$114.57 - $118.14 $2.57 Million - $2.65 Million	-22,442 Reduced 88.79%	2,833 $334,000
Q4 2024 Jan 14, 2025	SELL	$115.08 - $119.55 $300,243 - $311,905	-2,609 Reduced 9.36%	25,275 $2.92 Million
Q3 2024 Oct 21, 2024	BUY	$114.73 - $120.23 $3.2 Million - $3.35 Million	27,884 New	27,884 $3.34 Million
Q2 2023 Aug 07, 2023	SELL	$115.23 - $119.04 $99,789 - $103,088	-866 Reduced 22.39%	3,002 $346,000
Q4 2022 Feb 14, 2023	SELL	$112.33 - $116.76 $51,222 - $53,242	-456 Reduced 10.55%	3,868 $444,000

Q3 2022 Nov 10, 2022	BUY	$113.35 - $121.3 $51,687 - $55,312	456 Added 11.79%	4,324 $494,000
Q1 2022 Apr 20, 2022	SELL	$121.42 - $128.17 $6.85 Million - $7.23 Million	-56,426 Reduced 93.58%	3,868 $472,000
Q4 2021 Jan 25, 2022	BUY	$128.19 - $130.42 $7.73 Million - $7.86 Million	60,294 New	60,294 $7.76 Million

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

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