Portfolio Strategies, Inc. Ishares Barclays Transaction History

Portfolio Strategies, Inc.

$802 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 04, 2019	SELL	$99.72 - $104.2 $77,283 - $80,755	-775 Closed	0 $0
Q4 2017 Sep 25, 2018	BUY	$105.0 - $106.86 $81,375 - $82,816	775	775 $82,000

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

$1.83 Billion
0.87% of portfolio
Jpmorgan Chase & CO New York, NY

15M
Shares

$1.4 Billion
0.13% of portfolio
Envestnet Asset Management Inc

12.3M
Shares

$1.15 Billion
0.44% of portfolio
Ameriprise Financial Inc Minneapolis, MN

10.2M
Shares

$960 Million
0.27% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

9.56M
Shares

$895 Million
0.63% of portfolio

About ISHARES BARCLAYS

Ticker IEF
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