Taylor, Cottrill, Erickson & Associates, Inc. Ishares Barclays Transaction History

Taylor, Cottrill, Erickson & Associates, Inc.

$359 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2018 Apr 23, 2018	SELL	$101.6 - $105.33 $676,960 - $701,813	-6,663 Closed	0 $0
Q4 2017 Jan 24, 2018	SELL	$105.0 - $106.86 $6,195 - $6,304	-59 Reduced 0.88%	6,663 $703,000
Q3 2017 Oct 19, 2017	BUY	$106.52 - $107.22 $716,027 - $720,732	6,722	6,722 $716,000

Others Institutions Holding IEF

# of Institutions

1,069

Shares Held

310M

Call Options Held

13.2M

Put Options Held

13.9M

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

49.2M
Shares

$4.58 Billion
1.84% of portfolio
Jpmorgan Chase & CO New York, NY

27.8M
Shares

$2.59 Billion
0.22% of portfolio
Wealthfront Advisers LLC

15.6M
Shares

$1.46 Billion
1.2% 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

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