Capital Advisory Group Advisory Services, LLC Ishares Barclays Transaction History

Capital Advisory Group Advisory Services, LLC

$250 Million
Q3 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2020 Feb 18, 2021	SELL	$119.27 - $121.81 $3,578 - $3,654	-30 Closed	0 $0
Q3 2020 Nov 16, 2020	BUY	$121.18 - $123.06 $3,635 - $3,691	30 New	30 $4,000
Q2 2020 Aug 14, 2020	SELL	$119.77 - $122.41 $11,497 - $11,751	-96 Closed	0 $0
Q3 2019 May 28, 2020	SELL	$108.93 - $114.25 $9,694 - $10,168	-89 Reduced 48.11%	96 $11,000
Q2 2019 May 28, 2020	BUY	$105.05 - $110.09 $19,434 - $20,366	185 New	185 $20,000

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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