Stifel Financial Corp Ishares Tr Transaction History

Stifel Financial Corp

$93.2 Billion
Q3 2024

Shares

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 12, 2024	SELL	$166.63 - $185.76 $497,557 - $554,679	-2,986 Reduced 52.3%	2,723 $504,000
Q3 2023 Nov 13, 2023	BUY	$173.7 - $191.47 $598,743 - $659,997	3,447 Added 152.39%	5,709 $1.01 Million
Q2 2023 Aug 14, 2023	SELL	$170.31 - $183.88 $61,652 - $66,564	-362 Reduced 13.8%	2,262 $405,000
Q1 2023 May 12, 2023	BUY	$169.94 - $188.72 $445,922 - $495,201	2,624 New	2,624 $459,000
Q2 2022 Aug 15, 2022	SELL	$178.46 - $201.82 $1.07 Million - $1.21 Million	-5,973 Closed	0 $0
Q1 2022 May 13, 2022	BUY	$180.82 - $198.07 $1.08 Million - $1.18 Million	5,973 New	5,973 $1.16 Million
Q3 2020 Nov 16, 2020	SELL	$154.14 - $168.25 $1.15 Million - $1.25 Million	-7,440 Closed	0 $0
Q1 2020 May 14, 2020	SELL	$117.05 - $165.25 $5,501 - $7,766	-47 Reduced 0.63%	7,440 $1 Million
Q4 2019 Feb 13, 2020	BUY	$137.35 - $161.75 $686 - $808	5 Added 0.07%	7,487 $1.2 Million
Q3 2019 Nov 13, 2019	SELL	$137.34 - $153.9 $824 - $923	-6 Reduced 0.08%	7,482 $1.05 Million
Q1 2019 May 14, 2019	BUY	$137.01 - $157.28 $137 - $157	1 Added 0.01%	7,488 $1.15 Million
Q4 2018 Feb 13, 2019	SELL	$132.01 - $167.62 $31,682 - $40,228	-240 Reduced 3.11%	7,487 $1.05 Million
Q3 2018 Nov 13, 2018	BUY	$151.16 - $169.55 $8,162 - $9,155	54 Added 0.7%	7,727 $1.3 Million
Q2 2018 Aug 14, 2018	SELL	$140.48 - $156.38 $38,772 - $43,160	-276 Reduced 3.47%	7,673 $1.16 Million
Q1 2018 May 11, 2018	SELL	$144.38 - $165.42 $28,731 - $32,918	-199 Reduced 2.44%	7,949 $1.17 Million
Q4 2017 Feb 14, 2018	BUY	$149.13 - $160.77 $11,035 - $11,896	74 Added 0.92%	8,148 $1.26 Million
Q3 2017 Nov 13, 2017	BUY	$154.56 - $156.36 $1.25 Million - $1.26 Million	8,074	8,074 $0

Others Institutions Holding IHE

# of Institutions

150

Shares Held

5.35M

Call Options Held

0

Put Options Held

0

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

3.35M
Shares

$224 Million
0.1% of portfolio
Morgan Stanley New York, NY

227K
Shares

$15.2 Million
0.0% of portfolio
Rockport Wealth LLC Fairview Park, OH

206K
Shares

$13.8 Million
3.87% of portfolio
Bank Of America Corp Charlotte, NC

155K
Shares

$10.4 Million
0.0% of portfolio
Brown Advisory Inc

94.4K
Shares

$6.32 Million
0.01% of portfolio

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