Gemmer Asset Management LLC Ishares Barclays Transaction History

Gemmer Asset Management LLC

$969 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 01, 2020	SELL	$110.73 - $121.48 $6,422 - $7,045	-58 Closed	0 $0
Q4 2019 Jan 17, 2020	BUY	$110.18 - $113.81 $6,390 - $6,600	58 New	58 $6,000

Others Institutions Holding IEF

# of Institutions

1,039

Shares Held

270M

Call Options Held

17.5M

Put Options Held

13.5M

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

20.4M
Shares

$1.9 Billion
0.15% of portfolio
Envestnet Asset Management Inc

12.8M
Shares

$1.19 Billion
0.41% of portfolio
Ameriprise Financial Inc Minneapolis, MN

11.3M
Shares

$1.06 Billion
0.29% of portfolio

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