Destination Wealth Management Ishares Barclays Transaction History

Destination Wealth Management

$3.51 Billion
Q3 2025

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 05, 2021	SELL	$112.93 - $119.98 $677 - $719	-6 Reduced 0.24%	2,466 $278,000
Q4 2020 Feb 11, 2021	BUY	$119.27 - $121.81 $294,835 - $301,114	2,472 New	2,472 $297,000
Q2 2020 Aug 14, 2020	SELL	$119.77 - $122.41 $1.48 Million - $1.51 Million	-12,346 Closed	0 $0
Q1 2020 May 13, 2020	BUY	$110.73 - $121.48 $1.37 Million - $1.5 Million	12,346 New	12,346 $1.5 Million
Q3 2019 Nov 13, 2019	SELL	$108.93 - $114.25 $146,184 - $153,323	-1,342 Closed	0 $0

Q2 2019 Jul 19, 2019	BUY	$105.05 - $110.09 $140,977 - $147,740	1,342 New	1,342 $148,000
Q3 2018 Nov 07, 2018	SELL	$100.79 - $102.89 $9,272 - $9,465	-92 Closed	0 $0
Q2 2018 Jul 31, 2018	SELL	$100.36 - $103.12 $6,924 - $7,115	-69 Reduced 42.86%	92 $9,000
Q1 2018 Apr 05, 2018	BUY	$101.6 - $105.33 $16,357 - $16,958	161 New	161 $17,000

Others Institutions Holding IEF

# of Institutions

1,178

Shares Held

341M

Call Options Held

16.7M

Put Options Held

15.9M

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

87.7M
Shares

$8.45 Billion
3.12% of portfolio
Jpmorgan Chase & CO New York, NY

26.7M
Shares

$2.57 Billion
0.17% of portfolio
Ameriprise Financial Inc Minneapolis, MN

15M
Shares

$1.44 Billion
0.35% of portfolio
Morgan Stanley New York, NY

14.3M
Shares

$1.38 Billion
0.09% of portfolio
Envestnet Asset Management Inc

12.8M
Shares

$1.24 Billion
0.38% of portfolio

About ISHARES BARCLAYS

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