Ade, LLC Ishares Barclays Transaction History

Ade, LLC

$160 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 14, 2022	SELL	$113.55 - $116.36 $4,428 - $4,538	-39 Closed	0 $0
Q1 2021 Apr 16, 2021	SELL	$112.93 - $119.98 $225 - $239	-2 Reduced 4.88%	39 $4,000
Q4 2020 Feb 16, 2021	BUY	$119.27 - $121.81 $4,890 - $4,994	41 New	41 $5,000

Others Institutions Holding IEF

# of Institutions

1,055

Shares Held

280M

Call Options Held

13.2M

Put Options Held

13.9M

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

41.7M
Shares

$3.9 Billion
1.68% of portfolio
Jpmorgan Chase & CO New York, NY

27.8M
Shares

$2.6 Billion
0.22% of portfolio
Morgan Stanley New York, NY

14.1M
Shares

$1.32 Billion
0.1% of portfolio
Ameriprise Financial Inc Minneapolis, MN

13.2M
Shares

$1.23 Billion
0.34% of portfolio
Envestnet Asset Management Inc

12.8M
Shares

$1.2 Billion
0.41% of portfolio

About ISHARES BARCLAYS

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