Ivc Wealth Advisors LLC Ishares Barclays Transaction History

Ivc Wealth Advisors LLC

$173 Million
Q1 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 11, 2022	SELL	$98.15 - $106.65 $244,982 - $266,198	-2,496 Closed	0 $0
Q1 2022 Apr 27, 2022	SELL	$106.08 - $113.93 $872,401 - $936,960	-8,224 Reduced 76.72%	2,496 $268,000
Q4 2021 Jan 13, 2022	SELL	$113.55 - $116.36 $80,166 - $82,150	-706 Reduced 6.18%	10,720 $1.23 Million
Q3 2021 Oct 08, 2021	BUY	$114.96 - $118.18 $68,861 - $70,789	599 Added 5.53%	11,426 $1.32 Million
Q2 2021 Jul 13, 2021	SELL	$113.04 - $115.78 $778,393 - $797,261	-6,886 Reduced 38.88%	10,827 $1.25 Million

Q1 2021 Apr 20, 2021	BUY	$112.93 - $119.98 $1.73 Million - $1.84 Million	15,308 Added 636.51%	17,713 $2 Million
Q4 2020 Feb 01, 2021	BUY	$119.27 - $121.81 $286,844 - $292,953	2,405 New	2,405 $288,000

Others Institutions Holding IEF

# of Institutions

977

Shares Held

222M

Call Options Held

18.3M

Put Options Held

15.1M

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

19.5M
Shares

$1.84 Billion
0.87% of portfolio
Jpmorgan Chase & CO New York, NY

15M
Shares

$1.41 Billion
0.13% of portfolio
Envestnet Asset Management Inc

12.3M
Shares

$1.16 Billion
0.44% of portfolio
Ameriprise Financial Inc Minneapolis, MN

10.2M
Shares

$965 Million
0.27% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

9.56M
Shares

$900 Million
0.63% of portfolio

About ISHARES BARCLAYS

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