Edge Wealth Management LLC Ishares Barclays Transaction History

Edge Wealth Management LLC

$497 Million
Q3 2024

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

1,055

Shares Held

280M

Call Options Held

13.2M

Put Options Held

13.9M

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

41.7M
Shares

$3.9 Billion
1.68% of portfolio
Jpmorgan Chase & CO New York, NY

27.8M
Shares

$2.6 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

$1.2 Billion
0.41% of portfolio

About ISHARES BARCLAYS

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