Edge Wealth Management LLC Ishares Barclays Transaction History

Edge Wealth Management LLC

$475 Million
Q2 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

1,002

Shares Held

238M

Call Options Held

17.4M

Put Options Held

14.1M

Morgan Stanley New York, NY

20.4M
Shares

$2.01 Billion
0.15% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

20.4M
Shares

$2 Billion
0.83% of portfolio
Jpmorgan Chase & CO New York, NY

20.2M
Shares

$1.99 Billion
0.17% of portfolio
Envestnet Asset Management Inc

12.9M
Shares

$1.27 Billion
0.43% of portfolio
Ameriprise Financial Inc Minneapolis, MN

11.3M
Shares

$1.11 Billion
0.29% of portfolio

About ISHARES BARCLAYS

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