Leelyn Smith, LLC Ishares Barclays Transaction History

Leelyn Smith, LLC

$543 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 14, 2022	BUY	$94.56 - $105.6 $851 - $950	9 Added 40.91%	31 $3,000
Q1 2022 May 11, 2022	SELL	$106.08 - $113.93 $19,836 - $21,304	-187 Reduced 89.47%	22 $2,000
Q4 2021 Feb 14, 2022	BUY	$113.55 - $116.36 $1,021 - $1,047	9 Added 4.5%	209 $24,000
Q3 2021 Nov 12, 2021	SELL	$114.96 - $118.18 $344 - $354	-3 Reduced 1.48%	200 $23,000
Q2 2021 Aug 31, 2021	SELL	$113.04 - $115.78 $452 - $463	-4 Reduced 1.93%	203 $23,000
Q1 2021 May 05, 2021	BUY	$112.93 - $119.98 $1,919 - $2,039	17 Added 8.95%	207 $23,000
Q4 2020 Jan 15, 2021	BUY	$119.27 - $121.81 $1,669 - $1,705	14 Added 7.95%	190 $23,000
Q3 2020 Nov 05, 2020	BUY	$121.18 - $123.06 $1,696 - $1,722	14 Added 8.64%	176 $21,000
Q2 2020 Aug 06, 2020	BUY	$119.77 - $122.41 $958 - $979	8 Added 5.19%	162 $20,000
Q1 2020 May 06, 2020	BUY	$110.73 - $121.48 $17,052 - $18,707	154 New	154 $19,000

Others Institutions Holding IEF

# of Institutions

1,051

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

$1.19 Billion
0.41% of portfolio

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