Lindbrook Capital, LLC Ishares Barclays Transaction History

Lindbrook Capital, LLC

$1.18 Billion
Q3 2024

Shares

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 25, 2024	SELL	$93.54 - $96.82 $7,576 - $7,842	-81 Reduced 43.55%	105 $9,000
Q4 2023 Jan 31, 2024	BUY	$88.95 - $97.0 $7,382 - $8,051	83 Added 80.58%	186 $17,000
Q3 2023 Oct 25, 2023	BUY	$91.32 - $97.13 $91 - $97	1 Added 0.98%	103 $9,000
Q1 2023 Apr 26, 2023	BUY	$94.41 - $100.02 $94 - $100	1 Added 0.99%	102 $10,000
Q4 2022 Jan 24, 2023	BUY	$92.93 - $99.14 $92 - $99	1 Added 1.0%	101 $0
Q3 2022 Nov 10, 2022	BUY	$94.56 - $105.6 $9,456 - $10,560	100 New	100 $10,000
Q1 2022 Apr 21, 2022	SELL	$106.08 - $113.93 $55,161 - $59,243	-520 Closed	0 $0
Q4 2021 Jan 18, 2022	BUY	$113.55 - $116.36 $227 - $232	2 Added 0.39%	520 $60,000
Q2 2021 Jul 27, 2021	BUY	$113.04 - $115.78 $113 - $115	1 Added 0.19%	518 $60,000
Q1 2021 Apr 28, 2021	BUY	$112.93 - $119.98 $112 - $119	1 Added 0.19%	517 $58,000
Q4 2020 Jan 27, 2021	BUY	$119.27 - $121.81 $119 - $121	1 Added 0.19%	516 $62,000
Q3 2020 Nov 03, 2020	BUY	$121.18 - $123.06 $121 - $123	1 Added 0.19%	515 $63,000
Q2 2020 Jul 27, 2020	BUY	$119.77 - $122.41 $239 - $244	2 Added 0.39%	514 $63,000
Q1 2020 Apr 22, 2020	BUY	$110.73 - $121.48 $110 - $121	1 Added 0.2%	512 $62,000
Q4 2019 Jan 27, 2020	BUY	$110.18 - $113.81 $330 - $341	3 Added 0.59%	511 $56,000
Q3 2019 Oct 31, 2019	BUY	$108.93 - $114.25 $326 - $342	3 Added 0.59%	508 $57,000
Q2 2019 Jul 24, 2019	BUY	$105.05 - $110.09 $315 - $330	3 Added 0.6%	505 $55,000
Q1 2019 Apr 23, 2019	BUY	$103.43 - $106.84 $51,921 - $53,633	502 New	502 $53,000

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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