Secure Asset Management, LLC Ishares Tr Transaction History

Secure Asset Management, LLC

$568 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 20, 2022	SELL	$67.96 - $84.37 $7,951 - $9,871	-117 Reduced 1.72%	6,685 $468,000
Q1 2022 Apr 19, 2022	BUY	$78.62 - $91.32 $534,773 - $621,158	6,802 New	6,802 $575,000

Others Institutions Holding IYF

# of Institutions

408

Shares Held

18M

Call Options Held

19.7K

Put Options Held

3.9K

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

1.99M
Shares

$229 Million
0.08% of portfolio
Bank Of America Corp Charlotte, NC

1.67M
Shares

$192 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.28M
Shares

$148 Million
0.01% of portfolio
Phoenix Holdings Ltd. Givatayim, L3

1.2M
Shares

$138 Million
1.87% of portfolio
Manufacturers Life Insurance Company, The Toronto, A6

769K
Shares

$88.7 Million
0.07% of portfolio

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