Liberty Wealth Management LLC Ishares Barclays Transaction History

Liberty Wealth Management LLC

$569 Million
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 06, 2024	BUY	$91.24 - $94.6 $2.39 Million - $2.48 Million	26,217 New	26,217 $43,000
Q4 2021 Feb 15, 2022	SELL	$113.55 - $116.36 $20,666 - $21,177	-182 Closed	0 $0
Q3 2021 Nov 15, 2021	SELL	$114.96 - $118.18 $5,058 - $5,199	-44 Reduced 19.47%	182 $21,000
Q2 2021 Aug 13, 2021	SELL	$113.04 - $115.78 $2.93 Million - $3 Million	-25,889 Reduced 99.13%	226 $26,000
Q2 2021 Aug 13, 2021	BUY	$113.04 - $115.78 $2.7 Million - $2.77 Million	23,900 Added 1079.01%	26,115 $226,000
Q4 2020 Feb 09, 2021	SELL	$119.27 - $121.81 $134,536 - $137,401	-1,128 Reduced 33.74%	2,215 $262,000
Q3 2020 Nov 05, 2020	BUY	$121.18 - $123.06 $61,559 - $62,514	508 Added 17.92%	3,343 $407,000
Q2 2020 Aug 04, 2020	BUY	$119.77 - $122.41 $309,126 - $315,940	2,581 Added 1016.14%	2,835 $373,000
Q1 2020 Apr 27, 2020	SELL	$110.73 - $121.48 $5,093 - $5,588	-46 Reduced 15.33%	254 $31,000
Q4 2019 Feb 05, 2020	BUY	$110.18 - $113.81 $12,229 - $12,632	111 Added 58.73%	300 $33,000
Q3 2019 Oct 30, 2019	SELL	$108.93 - $114.25 $7,842 - $8,226	-72 Reduced 27.59%	189 $21,000
Q2 2019 Jul 30, 2019	BUY	$105.05 - $110.09 $27,418 - $28,733	261 New	261 $29,000

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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