Gibson Wealth Advisors LLC Ishares Barclays Transaction History

Gibson Wealth Advisors LLC

$107 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Sep 07, 2022	SELL	$98.15 - $106.65 $77,440 - $84,146	-789 Closed	0 $0
Q1 2022 May 05, 2022	BUY	$106.08 - $113.93 $83,697 - $89,890	789 New	789 $85,000

Others Institutions Holding IEF

# of Institutions

1,022

Shares Held

242M

Call Options Held

17.5M

Put Options Held

14.1M

Morgan Stanley New York, NY

20.4M
Shares

$1.91 Billion
0.15% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

20.4M
Shares

$1.91 Billion
0.83% of portfolio
Jpmorgan Chase & CO New York, NY

20.2M
Shares

$1.89 Billion
0.17% of portfolio
Envestnet Asset Management Inc

12.9M
Shares

$1.21 Billion
0.43% of portfolio
Ameriprise Financial Inc Minneapolis, MN

11.3M
Shares

$1.06 Billion
0.29% of portfolio

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