Moulton Wealth Management, Inc Ishares Barclays Transaction History

Moulton Wealth Management, Inc

$107 Million
Q2 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 10, 2024	SELL	$93.54 - $96.82 $3.92 Million - $4.06 Million	-41,943 Reduced 72.23%	16,122 $1.53 Million
Q4 2023 Jan 10, 2024	BUY	$88.95 - $97.0 $4.52 Million - $4.92 Million	50,764 Added 695.3%	58,065 $5.6 Million
Q3 2023 Oct 11, 2023	SELL	$91.32 - $97.13 $3.9 Million - $4.15 Million	-42,733 Reduced 85.41%	7,301 $668,000
Q2 2023 Jul 13, 2023	SELL	$96.39 - $100.48 $80,389 - $83,800	-834 Reduced 1.64%	50,034 $4.83 Million
Q1 2023 Apr 13, 2023	BUY	$94.41 - $100.02 $2.12 Million - $2.25 Million	22,477 Added 79.17%	50,868 $5.04 Million
Q4 2022 Jan 11, 2023	SELL	$92.93 - $99.14 $2.77 Million - $2.96 Million	-29,816 Reduced 51.22%	28,391 $0
Q3 2022 Oct 14, 2022	SELL	$94.56 - $105.6 $19.8 Million - $22.1 Million	-209,261 Reduced 78.24%	58,207 $5.59 Million
Q1 2022 Apr 19, 2022	BUY	$106.08 - $113.93 $28.4 Million - $30.5 Million	267,468 New	267,468 $28.5 Million
Q1 2021 Apr 08, 2021	SELL	$112.93 - $119.98 $1.65 Million - $1.75 Million	-14,615 Closed	0 $0
Q4 2020 Jan 12, 2021	SELL	$119.27 - $121.81 $2.68 Million - $2.74 Million	-22,489 Reduced 60.61%	14,615 $1.73 Million
Q3 2020 Oct 14, 2020	SELL	$121.18 - $123.06 $8,724 - $8,860	-72 Reduced 0.19%	37,104 $4.5 Million
Q2 2020 Jul 08, 2020	BUY	$119.77 - $122.41 $131,986 - $134,895	1,102 Added 3.05%	37,176 $4.53 Million
Q1 2020 Apr 13, 2020	BUY	$110.73 - $121.48 $3.99 Million - $4.38 Million	36,074 New	36,074 $4.36 Million

Others Institutions Holding IEF

# of Institutions

1,001

Shares Held

238M

Call Options Held

17.4M

Put Options Held

14.1M

Morgan Stanley New York, NY

20.4M
Shares

$2.01 Billion
0.15% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

20.4M
Shares

$2 Billion
0.83% of portfolio
Jpmorgan Chase & CO New York, NY

20.2M
Shares

$1.99 Billion
0.17% of portfolio
Envestnet Asset Management Inc

12.9M
Shares

$1.27 Billion
0.43% of portfolio
Ameriprise Financial Inc Minneapolis, MN

11.3M
Shares

$1.11 Billion
0.29% of portfolio

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