Charles Schwab Investment Advisory, Inc. Ishares Barclays Transaction History

Charles Schwab Investment Advisory, Inc.

  • $0
  • Q3 2024

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024
SELL
$93.54 - $96.82 $46,302 - $47,925
-495 Reduced 11.04%
3,989 $377,000
Q4 2023

Feb 06, 2024
SELL
$88.95 - $97.0 $151,570 - $165,288
-1,704 Reduced 27.54%
4,484 $432,000
Q3 2023

Nov 08, 2023
SELL
$91.32 - $97.13 $16,620 - $17,677
-182 Reduced 2.86%
6,188 $566,000
Q2 2023

Aug 09, 2023
SELL
$96.39 - $100.48 $275,193 - $286,870
-2,855 Reduced 30.95%
6,370 $615,000
Q1 2023

May 11, 2023
BUY
$94.41 - $100.02 $164,178 - $173,934
1,739 Added 23.23%
9,225 $914,000
Q4 2022

Feb 13, 2023
BUY
$92.93 - $99.14 $695,673 - $742,162
7,486 New
7,486 $717,000
Q1 2020

May 15, 2020
SELL
$110.73 - $121.48 $26.2 Million - $28.7 Million
-236,169 Closed
0 $0
Q4 2019

Feb 13, 2020
SELL
$110.18 - $113.81 $335,277 - $346,323
-3,043 Reduced 1.27%
236,169 $26 Million
Q3 2019

Nov 14, 2019
SELL
$108.93 - $114.25 $604,452 - $633,973
-5,549 Reduced 2.27%
239,212 $26.9 Million
Q2 2019

Aug 12, 2019
SELL
$105.05 - $110.09 $27.1 Million - $28.4 Million
-258,106 Reduced 51.33%
244,761 $26.9 Million
Q1 2019

May 14, 2019
SELL
$103.43 - $106.84 $2.28 Million - $2.35 Million
-22,039 Reduced 4.2%
502,867 $53.6 Million
Q4 2018

Feb 13, 2019
SELL
$99.72 - $104.2 $14.2 Million - $14.8 Million
-141,930 Reduced 21.28%
524,906 $54.7 Million
Q3 2018

Nov 14, 2018
SELL
$100.79 - $102.89 $1.51 Million - $1.55 Million
-15,027 Reduced 2.2%
666,836 $67.5 Million
Q2 2018

Aug 09, 2018
BUY
$100.36 - $103.12 $17.4 Million - $17.9 Million
173,457 Added 34.12%
681,863 $69.9 Million
Q1 2017

Jul 12, 2019
SELL
N/A
-5,964 Reduced 1.16%
508,406 $53.7 Million
Q4 2016

Jul 12, 2019
SELL
N/A
-814,004 Reduced 61.28%
514,370 $53.9 Million
Q3 2016

Sep 25, 2019
BUY
N/A
9,525 Added 0.72%
1,328,374 $149 Million
Q2 2016

Sep 25, 2019
BUY
N/A
1,318,849
1,318,849 $149 Million

Others Institutions Holding IEF

# of Institutions
1,055
Shares Held
280M
Call Options Held
13.2M
Put Options Held
13.9M
View Full List

About ISHARES BARCLAYS

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