Lowe Wealth Advisors, LLC Ishares Barclays Transaction History

Lowe Wealth Advisors, LLC

$213 Million
Q1 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Oct 16, 2020	SELL	$121.18 - $123.06 $84,826 - $86,142	-700 Closed	0 $0
Q2 2020 Jul 08, 2020	BUY	$119.77 - $122.41 $57,489 - $58,756	480 Added 218.18%	700 $85,000
Q1 2020 Apr 10, 2020	SELL	$110.73 - $121.48 $2,214 - $2,429	-20 Reduced 8.33%	220 $27,000
Q4 2019 Jan 15, 2020	SELL	$110.18 - $113.81 $19,832 - $20,485	-180 Reduced 42.86%	240 $26,000
Q3 2019 Oct 08, 2019	SELL	$108.93 - $114.25 $8,169 - $8,568	-75 Reduced 15.15%	420 $47,000

Q2 2019 Jul 10, 2019	SELL	$105.05 - $110.09 $5.3 Million - $5.56 Million	-50,494 Reduced 99.03%	495 $54,000
Q1 2019 Apr 08, 2019	BUY	$103.43 - $106.84 $6,929 - $7,158	67 Added 0.13%	50,989 $5.44 Million
Q4 2018 Jan 10, 2019	SELL	$99.72 - $104.2 $362,980 - $379,288	-3,640 Reduced 6.67%	50,922 $5.31 Million
Q3 2018 Oct 30, 2018	SELL	$100.79 - $102.89 $411,223 - $419,791	-4,080 Reduced 6.96%	54,562 $5.52 Million
Q2 2018 Jul 12, 2018	SELL	$100.36 - $103.12 $170,411 - $175,097	-1,698 Reduced 2.81%	58,642 $6.01 Million
Q1 2018 Apr 06, 2018	SELL	$101.6 - $105.33 $158,292 - $164,104	-1,558 Reduced 2.52%	60,340 $6.23 Million
Q4 2017 Jan 18, 2018	SELL	$105.0 - $106.86 $183,225 - $186,470	-1,745 Reduced 2.74%	61,898 $6.54 Million
Q3 2017 Oct 05, 2017	BUY	$106.52 - $107.22 $6.78 Million - $6.82 Million	63,643	63,643 $6.78 Million

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

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