Burke & Herbert Bank & Trust CO Ishares Barclays Transaction History

Burke & Herbert Bank & Trust CO

$401 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 23, 2024	BUY	$92.67 - $99.14 $196,182 - $209,879	2,117 New	2,117 $207,000

Others Institutions Holding IEF

# of Institutions

1,100

Shares Held

295M

Call Options Held

14.3M

Put Options Held

8.92M

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

49.2M
Shares

$4.68 Billion
1.84% of portfolio
Jpmorgan Chase & CO New York, NY

26.7M
Shares

$2.54 Billion
0.2% of portfolio
Wealthfront Advisers LLC

15.6M
Shares

$1.48 Billion
1.2% of portfolio
Envestnet Asset Management Inc

12.2M
Shares

$1.16 Billion
0.37% of portfolio
Ameriprise Financial Inc Minneapolis, MN

11.6M
Shares

$1.11 Billion
0.29% of portfolio

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