Acima Private Wealth, LLC Ishares Barclays Transaction History

Acima Private Wealth, LLC

$298 Billion
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 28, 2024	SELL	$88.95 - $97.0 $6.91 Million - $7.53 Million	-77,675 Closed	0 $0
Q3 2023 Feb 28, 2024	BUY	$91.32 - $97.13 $1.32 Million - $1.4 Million	14,410 Added 22.78%	77,675 $7.11 Billion
Q2 2023 Feb 28, 2024	SELL	$96.39 - $100.48 $6,168 - $6,430	-64 Reduced 0.1%	63,265 $6.11 Billion
Q1 2023 Feb 28, 2024	BUY	$94.41 - $100.02 $261,704 - $277,255	2,772 Added 4.58%	63,329 $6.28 Billion
Q4 2022 Feb 28, 2024	SELL	$92.93 - $99.14 $107,055 - $114,209	-1,152 Reduced 1.87%	60,557 $5.8 Billion
Q3 2022 Feb 28, 2024	BUY	$94.56 - $105.6 $168,978 - $188,707	1,787 Added 2.98%	61,709 $5.92 Billion
Q2 2022 Feb 28, 2024	BUY	$98.15 - $106.65 $5.88 Million - $6.39 Million	59,922 New	59,922 $6.13 Billion

Others Institutions Holding IEF

# of Institutions

1,052

Shares Held

280M

Call Options Held

13.2M

Put Options Held

13.9M

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

41.7M
Shares

$3.95 Billion
1.68% of portfolio
Jpmorgan Chase & CO New York, NY

27.8M
Shares

$2.63 Billion
0.22% of portfolio
Morgan Stanley New York, NY

14.1M
Shares

$1.34 Billion
0.1% of portfolio
Ameriprise Financial Inc Minneapolis, MN

13.2M
Shares

$1.25 Billion
0.34% of portfolio
Envestnet Asset Management Inc

12.8M
Shares

$1.21 Billion
0.41% of portfolio

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