Tru Independence LLC Ishares Barclays Transaction History

Tru Independence LLC

$310 Million
Q4 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 04, 2022	SELL	$98.15 - $106.65 $1.57 Million - $1.71 Million	-16,000 Reduced 58.52%	11,340 $1.16 Million
Q1 2022 Apr 28, 2022	BUY	$106.08 - $113.93 $156,574 - $168,160	1,476 Added 5.71%	27,340 $2.94 Million
Q4 2021 Jan 21, 2022	SELL	$113.55 - $116.36 $1.03 Million - $1.05 Million	-9,039 Reduced 25.9%	25,864 $2.97 Million
Q3 2021 Nov 12, 2021	SELL	$114.96 - $118.18 $77,483 - $79,653	-674 Reduced 1.89%	34,903 $4.02 Million
Q2 2021 Aug 03, 2021	BUY	$113.04 - $115.78 $155,656 - $159,429	1,377 Added 4.03%	35,577 $4.11 Million
Q1 2021 May 20, 2021	SELL	$112.93 - $119.98 $564,650 - $599,900	-5,000 Reduced 12.76%	34,200 $3.91 Million
Q4 2020 Mar 09, 2021	BUY	$119.27 - $121.81 $4.68 Million - $4.77 Million	39,200 New	39,200 $4.7 Million
Q3 2020 Nov 19, 2020	SELL	$121.18 - $123.06 $4.77 Million - $4.85 Million	-39,389 Closed	0 $0
Q2 2020 Aug 19, 2020	BUY	$119.77 - $122.41 $4.72 Million - $4.82 Million	39,389 New	39,389 $4.8 Million

Others Institutions Holding IEF

# of Institutions

1,093

Shares Held

294M

Call Options Held

14.3M

Put Options Held

8.92M

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

49.2M
Shares

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

26.7M
Shares

$2.49 Billion
0.2% of portfolio
Wealthfront Advisers LLC

15.6M
Shares

$1.45 Billion
1.2% of portfolio
Envestnet Asset Management Inc

12.2M
Shares

$1.14 Billion
0.37% of portfolio
Ameriprise Financial Inc Minneapolis, MN

11.6M
Shares

$1.08 Billion
0.29% of portfolio

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