Acima Private Wealth, LLC Ishares Barclays Transaction History

Acima Private Wealth, LLC

$272 Billion
Q2 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

1,002

Shares Held

238M

Call Options Held

17.4M

Put Options Held

14.1M

Morgan Stanley New York, NY

20.4M
Shares

$2 Billion
0.15% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

20.4M
Shares

$2 Billion
0.83% of portfolio
Jpmorgan Chase & CO New York, NY

20.2M
Shares

$1.98 Billion
0.17% of portfolio
Envestnet Asset Management Inc

12.9M
Shares

$1.27 Billion
0.43% of portfolio
Ameriprise Financial Inc Minneapolis, MN

11.3M
Shares

$1.11 Billion
0.29% of portfolio

About ISHARES BARCLAYS

Ticker IEF
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

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

News

Stay updated on Acima Private Wealth, LLC with notifications on news.