Spearhead Capital Advisors, LLC Ishares Barclays Transaction History

Spearhead Capital Advisors, LLC

$92.3 Million
Q3 2022

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 10, 2022	BUY	$98.15 - $106.65 $4,809 - $5,225	49 Added 0.36%	13,595 $1.39 Million
Q1 2022 Apr 28, 2022	BUY	$106.08 - $113.93 $1.44 Million - $1.54 Million	13,546 New	13,546 $1.46 Million
Q3 2021 Oct 27, 2021	SELL	$114.96 - $118.18 $1.9 Million - $1.96 Million	-16,548 Closed	0 $0
Q2 2021 Aug 10, 2021	BUY	$113.04 - $115.78 $116,657 - $119,484	1,032 Added 6.65%	16,548 $1.91 Million
Q1 2021 Apr 28, 2021	BUY	$112.93 - $119.98 $2,145 - $2,279	19 Added 0.12%	15,516 $1.75 Million
Q4 2020 Feb 02, 2021	BUY	$119.27 - $121.81 $254,879 - $260,307	2,137 Added 16.0%	15,497 $1.86 Million
Q3 2020 Oct 16, 2020	BUY	$121.18 - $123.06 $584,572 - $593,641	4,824 Added 56.51%	13,360 $1.63 Million
Q2 2020 Jul 16, 2020	BUY	$119.77 - $122.41 $421,231 - $430,515	3,517 Added 70.07%	8,536 $1.04 Million
Q1 2020 Apr 17, 2020	BUY	$110.73 - $121.48 $555,753 - $609,708	5,019 New	5,019 $610,000

Others Institutions Holding IEF

# of Institutions

1,051

Shares Held

280M

Call Options Held

13.2M

Put Options Held

13.9M

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

41.7M
Shares

$3.9 Billion
1.68% of portfolio
Jpmorgan Chase & CO New York, NY

27.8M
Shares

$2.6 Billion
0.22% of portfolio
Morgan Stanley New York, NY

14.1M
Shares

$1.32 Billion
0.1% of portfolio
Ameriprise Financial Inc Minneapolis, MN

13.2M
Shares

$1.23 Billion
0.34% of portfolio
Envestnet Asset Management Inc

12.8M
Shares

$1.19 Billion
0.41% of portfolio

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