Argent Advisors, Inc. Ishares Barclays Transaction History

Argent Advisors, Inc.

$285 Million
Q1 2025

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 21, 2023	SELL	$94.41 - $100.02 $150,395 - $159,331	-1,593 Reduced 43.52%	2,067 $204,000
Q4 2022 Feb 01, 2023	SELL	$92.93 - $99.14 $71,649 - $76,436	-771 Reduced 17.4%	3,660 $350,000
Q3 2022 Nov 08, 2022	SELL	$94.56 - $105.6 $255,406 - $285,225	-2,701 Reduced 37.87%	4,431 $425,000
Q2 2022 Aug 08, 2022	SELL	$98.15 - $106.65 $78,323 - $85,106	-798 Reduced 10.06%	7,132 $730,000
Q1 2022 Apr 26, 2022	BUY	$106.08 - $113.93 $12,517 - $13,443	118 Added 1.51%	7,930 $852,000
Q4 2021 Feb 02, 2022	SELL	$113.55 - $116.36 $53,482 - $54,805	-471 Reduced 5.69%	7,812 $898,000
Q3 2021 Nov 05, 2021	BUY	$114.96 - $118.18 $178,417 - $183,415	1,552 Added 23.06%	8,283 $954,000
Q2 2021 Aug 02, 2021	BUY	$113.04 - $115.78 $106,709 - $109,296	944 Added 16.31%	6,731 $777,000
Q4 2020 Feb 11, 2021	SELL	$119.27 - $121.81 $99,590 - $101,711	-835 Reduced 12.61%	5,787 $694,000
Q3 2020 Oct 29, 2020	BUY	$121.18 - $123.06 $802,453 - $814,903	6,622 New	6,622 $807,000

Others Institutions Holding IEF

# of Institutions

1,138

Shares Held

308M

Call Options Held

13M

Put Options Held

6.97M

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

55M
Shares

$5.18 Billion
2.31% of portfolio
Jpmorgan Chase & CO New York, NY

28.1M
Shares

$2.64 Billion
0.21% of portfolio
Envestnet Asset Management Inc

12.4M
Shares

$1.17 Billion
0.4% of portfolio
Ameriprise Financial Inc Minneapolis, MN

11.2M
Shares

$1.06 Billion
0.3% of portfolio
Morgan Stanley New York, NY

11.1M
Shares

$1.05 Billion
0.08% of portfolio

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