Whittier Trust CO Ishares Barclays Transaction History

Whittier Trust CO

$7.37 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 29, 2022	SELL	$106.08 - $113.93 $10,608 - $11,393	-100 Closed	0 $0
Q4 2021 Jan 19, 2022	BUY	$113.55 - $116.36 $2,043 - $2,094	18 Added 21.95%	100 $12,000
Q3 2021 Nov 01, 2021	SELL	$114.96 - $118.18 $38,856 - $39,944	-338 Reduced 80.48%	82 $9,000
Q4 2020 Jan 29, 2021	SELL	$119.27 - $121.81 $53,910 - $55,058	-452 Reduced 51.83%	420 $50,000
Q3 2020 Oct 30, 2020	BUY	$121.18 - $123.06 $64,710 - $65,714	534 Added 157.99%	872 $106,000
Q2 2020 Jul 10, 2020	BUY	$119.77 - $122.41 $40,482 - $41,374	338 New	338 $41,000
Q2 2018 Jul 20, 2018	SELL	$100.36 - $103.12 $74,467 - $76,515	-742 Closed	0 $0
Q4 2017 Feb 07, 2018	BUY	$105.0 - $106.86 $77,910 - $79,290	742	742 $78,000

Others Institutions Holding IEF

# of Institutions

1,052

Shares Held

280M

Call Options Held

13.2M

Put Options Held

13.9M

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

41.7M
Shares

$3.95 Billion
1.68% of portfolio
Jpmorgan Chase & CO New York, NY

27.8M
Shares

$2.63 Billion
0.22% of portfolio
Morgan Stanley New York, NY

14.1M
Shares

$1.34 Billion
0.1% of portfolio
Ameriprise Financial Inc Minneapolis, MN

13.2M
Shares

$1.25 Billion
0.34% of portfolio
Envestnet Asset Management Inc

12.8M
Shares

$1.21 Billion
0.41% of portfolio

About ISHARES BARCLAYS

Ticker IEF
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Whittier Trust CO, based on Form 13F filings with the SEC.

News

Stay updated on Whittier Trust CO with notifications on news.