Edge Wealth Management LLC Ishares Barclays Transaction History

Edge Wealth Management LLC

$528 Million
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Jan 19, 2021	SELL	$119.27 - $121.81 $59,992 - $61,270	-503 Closed	0 $0
Q1 2020 Apr 20, 2020	BUY	$110.73 - $121.48 $55,697 - $61,104	503 New	503 $61,000

Others Institutions Holding IEF

# of Institutions

1,174

Shares Held

306M

Call Options Held

21.8M

Put Options Held

4.73M

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

57.7M
Shares

$5.62 Billion
2.23% of portfolio
Jpmorgan Chase & CO New York, NY

28.1M
Shares

$2.74 Billion
0.21% of portfolio
Morgan Stanley New York, NY

12.5M
Shares

$1.22 Billion
0.08% of portfolio
Envestnet Asset Management Inc

12.4M
Shares

$1.21 Billion
0.37% of portfolio
Ameriprise Financial Inc Minneapolis, MN

11.7M
Shares

$1.14 Billion
0.29% of portfolio

About ISHARES BARCLAYS

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