Cassady Schiller Wealth Management, LLC Ishares Barclays Transaction History

Cassady Schiller Wealth Management, LLC

$259 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 13, 2023	BUY	$92.93 - $99.14 $46,929 - $50,065	505 New	505 $48,000

Others Institutions Holding IEF

# of Institutions

1,055

Shares Held

280M

Call Options Held

13.2M

Put Options Held

13.9M

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

41.7M
Shares

$3.85 Billion
1.68% of portfolio
Jpmorgan Chase & CO New York, NY

27.8M
Shares

$2.56 Billion
0.22% of portfolio
Morgan Stanley New York, NY

14.1M
Shares

$1.3 Billion
0.1% of portfolio
Ameriprise Financial Inc Minneapolis, MN

13.2M
Shares

$1.22 Billion
0.34% of portfolio
Envestnet Asset Management Inc

12.8M
Shares

$1.18 Billion
0.41% of portfolio

About ISHARES BARCLAYS

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