Global Assets Advisory, LLC Ishares Barclays Transaction History

Global Assets Advisory, LLC

$181 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 12, 2024	BUY	$93.54 - $96.82 $7.3 Million - $7.55 Million	78,004 New	78,004 $834,000
Q3 2023 Oct 04, 2023	BUY	$91.32 - $97.13 $356,787 - $379,486	3,907 New	3,907 $357,000

Others Institutions Holding IEF

# of Institutions

1,103

Shares Held

279M

Call Options Held

14.3M

Put Options Held

8.92M

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

49.2M
Shares

$4.68 Billion
1.84% of portfolio
Jpmorgan Chase & CO New York, NY

26.7M
Shares

$2.54 Billion
0.2% of portfolio
Envestnet Asset Management Inc

12.2M
Shares

$1.16 Billion
0.37% of portfolio
Ameriprise Financial Inc Minneapolis, MN

11.6M
Shares

$1.11 Billion
0.29% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

9.64M
Shares

$916 Million
0.6% of portfolio

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