Interactive Financial Advisors Ishares Barclays Transaction History

Interactive Financial Advisors

$184 Million
Q4 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 10, 2022	SELL	$98.15 - $106.65 $196 - $213	-2 Reduced 0.46%	437 $45,000
Q1 2022 May 09, 2022	BUY	$106.08 - $113.93 $212 - $227	2 Added 0.46%	439 $47,000
Q2 2021 Jul 30, 2021	SELL	$113.04 - $115.78 $226 - $231	-2 Reduced 0.46%	437 $50,000
Q1 2021 May 11, 2021	BUY	$112.93 - $119.98 $112 - $119	1 Added 0.23%	439 $50,000
Q4 2020 Jan 21, 2021	SELL	$119.27 - $121.81 $834 - $852	-7 Reduced 1.57%	438 $53,000
Q2 2020 Jul 27, 2020	SELL	$119.77 - $122.41 $3,353 - $3,427	-28 Reduced 5.92%	445 $54,000
Q1 2020 May 05, 2020	SELL	$110.73 - $121.48 $442 - $485	-4 Reduced 0.84%	473 $57,000
Q2 2019 Jul 17, 2019	SELL	$105.05 - $110.09 $525 - $550	-5 Reduced 1.04%	477 $52,000
Q1 2019 May 06, 2019	SELL	$103.43 - $106.84 $1,344 - $1,388	-13 Reduced 2.63%	482 $51,000
Q3 2018 Nov 15, 2018	SELL	$100.79 - $102.89 $4,535 - $4,630	-45 Reduced 8.33%	495 $50,000
Q2 2018 Jul 19, 2018	SELL	$100.36 - $103.12 $301 - $309	-3 Reduced 0.55%	540 $55,000
Q1 2018 Apr 17, 2018	SELL	$101.6 - $105.33 $4,876 - $5,055	-48 Reduced 8.12%	543 $56,000
Q4 2017 Jan 22, 2018	SELL	$105.0 - $106.86 $2,730 - $2,778	-26 Reduced 4.21%	591 $62,000
Q3 2017 Oct 12, 2017	BUY	$106.52 - $107.22 $65,722 - $66,154	617	617 $66,000

Others Institutions Holding IEF

# of Institutions

1,094

Shares Held

294M

Call Options Held

14.3M

Put Options Held

8.92M

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

49.2M
Shares

$4.61 Billion
1.84% of portfolio
Jpmorgan Chase & CO New York, NY

26.7M
Shares

$2.51 Billion
0.2% of portfolio
Wealthfront Advisers LLC

15.6M
Shares

$1.46 Billion
1.2% of portfolio
Envestnet Asset Management Inc

12.2M
Shares

$1.14 Billion
0.37% of portfolio
Ameriprise Financial Inc Minneapolis, MN

11.6M
Shares

$1.09 Billion
0.29% of portfolio

About ISHARES BARCLAYS

Ticker IEF
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