Bcm Advisors, LLC Ishares Barclays Transaction History

Bcm Advisors, LLC

$441 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 25, 2024	SELL	$93.54 - $96.82 $880,772 - $911,657	-9,416 Reduced 76.26%	2,931 $277,000
Q4 2023 Jan 31, 2024	BUY	$88.95 - $97.0 $557,004 - $607,414	6,262 Added 102.91%	12,347 $1.19 Million
Q3 2023 Nov 09, 2023	BUY	$91.32 - $97.13 $555,682 - $591,036	6,085 New	6,085 $557,000
Q1 2023 May 02, 2023	BUY	$94.41 - $100.02 $702,788 - $744,548	7,444 Added 181.65%	11,542 $1.14 Million
Q4 2022 Feb 10, 2023	SELL	$92.93 - $99.14 $502,751 - $536,347	-5,410 Reduced 56.9%	4,098 $392,000
Q3 2022 Nov 02, 2022	BUY	$94.56 - $105.6 $899,076 - $1 Million	9,508 New	9,508 $902,000
Q1 2018 Apr 13, 2018	SELL	$101.6 - $105.33 $632,764 - $655,995	-6,228 Closed	0 $0
Q4 2017 Feb 21, 2018	BUY	$105.0 - $106.86 $653,940 - $665,524	6,228	6,228 $790,000

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

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