Glassman Wealth Services Ishares Barclays Transaction History

Glassman Wealth Services

$585 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 06, 2024	BUY	$91.24 - $94.6 $1,003 - $1,040	11 New	11 $1,000
Q2 2022 Aug 04, 2022	BUY	$98.15 - $106.65 $66,349 - $72,095	676 New	676 $69,000

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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