Clean Yield Group Ishares Barclays Transaction History

Clean Yield Group

$296 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 29, 2024	BUY	$93.54 - $96.82 $46,770 - $48,410	500 Added 100.0%	1,000 $94,000
Q4 2023 Jan 24, 2024	SELL	$88.95 - $97.0 $44,475 - $48,500	-500 Reduced 50.0%	500 $48,000
Q3 2023 Oct 12, 2023	BUY	$91.32 - $97.13 $91,320 - $97,130	1,000 New	1,000 $91,000
Q4 2022 Jan 31, 2023	SELL	$92.93 - $99.14 $213,739 - $228,022	-2,300 Reduced 65.71%	1,200 $114,000
Q3 2022 Oct 31, 2022	BUY	$94.56 - $105.6 $330,960 - $369,600	3,500 New	3,500 $336,000
Q1 2021 Apr 26, 2021	SELL	$112.93 - $119.98 $7,001 - $7,438	-62 Closed	0 $0
Q4 2020 Jan 26, 2021	SELL	$119.27 - $121.81 $5,963 - $6,090	-50 Reduced 44.64%	62 $7,000
Q2 2020 Jul 22, 2020	BUY	$119.77 - $122.41 $13,414 - $13,709	112 New	112 $14,000

Others Institutions Holding IEF

# of Institutions

1,050

Shares Held

280M

Call Options Held

13.2M

Put Options Held

13.9M

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

41.7M
Shares

$3.89 Billion
1.68% of portfolio
Jpmorgan Chase & CO New York, NY

27.8M
Shares

$2.59 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

$1.19 Billion
0.41% of portfolio

About ISHARES BARCLAYS

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