Sheets Smith Wealth Management Ishares Barclays Transaction History

Sheets Smith Wealth Management

$802 Million
Q4 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 03, 2021	SELL	$113.04 - $115.78 $298,538 - $305,774	-2,641 Closed	0 $0
Q1 2021 Apr 23, 2021	SELL	$112.93 - $119.98 $14,567 - $15,477	-129 Reduced 4.66%	2,641 $298,000
Q4 2020 Jan 13, 2021	SELL	$119.27 - $121.81 $834,412 - $852,182	-6,996 Reduced 71.64%	2,770 $332,000
Q3 2020 Oct 26, 2020	SELL	$121.18 - $123.06 $111,970 - $113,707	-924 Reduced 8.64%	9,766 $1.19 Million
Q2 2020 Jul 17, 2020	SELL	$119.77 - $122.41 $206,363 - $210,912	-1,723 Reduced 13.88%	10,690 $1.3 Million
Q1 2020 Apr 28, 2020	BUY	$110.73 - $121.48 $1.37 Million - $1.51 Million	12,413 New	12,413 $1.51 Million
Q4 2018 Jan 11, 2019	SELL	$99.72 - $104.2 $506,876 - $529,648	-5,083 Closed	0 $0
Q3 2018 Oct 15, 2018	BUY	$100.79 - $102.89 $512,315 - $522,989	5,083 New	5,083 $514,000
Q2 2018 Jul 26, 2018	SELL	$100.36 - $103.12 $1.37 Million - $1.41 Million	-13,681 Closed	0 $0
Q1 2018 Apr 09, 2018	BUY	$101.6 - $105.33 $34,442 - $35,706	339 Added 2.54%	13,681 $1.41 Million
Q4 2017 Jan 12, 2018	BUY	$105.0 - $106.86 $87,360 - $88,907	832 Added 6.65%	13,342 $1.41 Million
Q3 2017 Oct 12, 2017	BUY	$106.52 - $107.22 $1.33 Million - $1.34 Million	12,510	12,510 $1.33 Million

Others Institutions Holding IEF

# of Institutions

1,101

Shares Held

295M

Call Options Held

14.3M

Put Options Held

8.92M

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

49.2M
Shares

$4.68 Billion
1.84% of portfolio
Jpmorgan Chase & CO New York, NY

26.7M
Shares

$2.54 Billion
0.2% of portfolio
Wealthfront Advisers LLC

15.6M
Shares

$1.49 Billion
1.2% of portfolio
Envestnet Asset Management Inc

12.2M
Shares

$1.16 Billion
0.37% of portfolio
Ameriprise Financial Inc Minneapolis, MN

11.6M
Shares

$1.11 Billion
0.29% of portfolio

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