Donoghue Forlines LLC Ishares Barclays Transaction History

Donoghue Forlines LLC

$294 Million
Q4 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 14, 2021	SELL	$112.93 - $119.98 $10.6 Million - $11.3 Million	-93,850 Closed	0 $0
Q4 2020 Feb 09, 2021	SELL	$119.27 - $121.81 $1.29 Million - $1.32 Million	-10,850 Reduced 10.36%	93,850 $11.3 Million
Q3 2020 Nov 16, 2020	SELL	$121.18 - $123.06 $1.22 Million - $1.24 Million	-10,073 Reduced 8.78%	104,700 $12.8 Million
Q2 2020 Aug 10, 2020	SELL	$119.77 - $122.41 $1.16 Million - $1.19 Million	-9,711 Reduced 7.8%	114,773 $14 Million
Q1 2020 May 12, 2020	BUY	$110.73 - $121.48 $13.8 Million - $15.1 Million	124,484 New	124,484 $15.1 Million
Q2 2019 Jul 23, 2019	SELL	$105.05 - $110.09 $10.1 Million - $10.6 Million	-96,371 Closed	0 $0
Q1 2019 Apr 12, 2019	SELL	$103.43 - $106.84 $11 Million - $11.4 Million	-106,544 Reduced 52.51%	96,371 $10.3 Million
Q4 2018 Jan 24, 2019	SELL	$99.72 - $104.2 $11.5 Million - $12 Million	-115,160 Reduced 36.21%	202,915 $21.1 Million
Q3 2018 Oct 26, 2018	BUY	$100.79 - $102.89 $32.1 Million - $32.7 Million	318,075 New	318,075 $32.2 Million

Others Institutions Holding IEF

# of Institutions

1,090

Shares Held

301M

Call Options Held

19.7M

Put Options Held

14.2M

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

49.2M
Shares

$4.59 Billion
1.84% of portfolio
Jpmorgan Chase & CO New York, NY

26.7M
Shares

$2.5 Billion
0.2% of portfolio
Wealthfront Advisers LLC

15.6M
Shares

$1.46 Billion
1.2% of portfolio
Envestnet Asset Management Inc

12.2M
Shares

$1.14 Billion
0.37% of portfolio
Ameriprise Financial Inc Minneapolis, MN

11.6M
Shares

$1.09 Billion
0.29% of portfolio

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