Cumberland Advisors Inc Ishares Barclays Transaction History

Cumberland Advisors Inc

$252 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 20, 2021	SELL	$112.93 - $119.98 $792,203 - $841,659	-7,015 Closed	0 $0
Q4 2020 Jan 20, 2021	BUY	$119.27 - $121.81 $836,679 - $854,497	7,015 New	7,015 $841,000

Others Institutions Holding IEF

# of Institutions

1,022

Shares Held

242M

Call Options Held

17.5M

Put Options Held

14.1M

Morgan Stanley New York, NY

20.4M
Shares

$1.93 Billion
0.15% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

20.4M
Shares

$1.93 Billion
0.83% of portfolio
Jpmorgan Chase & CO New York, NY

20.2M
Shares

$1.91 Billion
0.17% of portfolio
Envestnet Asset Management Inc

12.9M
Shares

$1.22 Billion
0.43% of portfolio
Ameriprise Financial Inc Minneapolis, MN

11.3M
Shares

$1.07 Billion
0.29% of portfolio

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