Ground Swell Capital, LLC Ishares Barclays Transaction History

Ground Swell Capital, LLC

$111 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 11, 2022	SELL	$98.15 - $106.65 $205,722 - $223,538	-2,096 Closed	0 $0
Q1 2022 May 10, 2022	BUY	$106.08 - $113.93 $222,343 - $238,797	2,096 New	2,096 $225,000

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

$3.86 Billion
1.68% of portfolio
Jpmorgan Chase & CO New York, NY

27.8M
Shares

$2.57 Billion
0.22% of portfolio
Morgan Stanley New York, NY

14.1M
Shares

$1.31 Billion
0.1% of portfolio
Ameriprise Financial Inc Minneapolis, MN

13.2M
Shares

$1.22 Billion
0.34% of portfolio
Envestnet Asset Management Inc

12.8M
Shares

$1.18 Billion
0.41% of portfolio

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