Secure Asset Management, LLC Ishares Tr Transaction History

Secure Asset Management, LLC

$410 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 20, 2022	SELL	N/A	-117 Reduced 1.72%	6,685 $468,000
Q1 2022 Apr 19, 2022	BUY	N/A	6,802 New	6,802 $575,000

Others Institutions Holding IYF

# of Institutions

371

Shares Held

15.8M

Call Options Held

8.4K

Put Options Held

12.9K

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

2.14M
Shares

$205 Million
0.1% of portfolio
Bank Of America Corp Charlotte, NC

1.67M
Shares

$160 Million
0.02% of portfolio
Phoenix Holdings Ltd. Givatayim, L3

1.25M
Shares

$120 Million
1.73% of portfolio
Morgan Stanley New York, NY

1.19M
Shares

$114 Million
0.01% of portfolio
Hsbc Holdings PLC London, X0

859K
Shares

$82.3 Million
0.06% of portfolio

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