Innova Wealth Partners Ishares Barclays Transaction History

Innova Wealth Partners

$111 Million
Q3 2024

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 13, 2024	BUY	$91.24 - $94.6 $633,023 - $656,334	6,938 Added 161.12%	11,244 $1.05 Million
Q1 2024 May 15, 2024	SELL	$93.54 - $96.82 $3,273 - $3,388	-35 Reduced 0.81%	4,306 $407,000
Q4 2023 Feb 07, 2024	SELL	$88.95 - $97.0 $5.16 Million - $5.63 Million	-58,051 Reduced 93.04%	4,341 $418,000
Q3 2023 Oct 23, 2023	SELL	$91.32 - $97.13 $11.4 Million - $12.1 Million	-124,920 Reduced 66.69%	62,392 $5.71 Million
Q2 2023 Jul 13, 2023	BUY	$96.39 - $100.48 $2.81 Million - $2.93 Million	29,113 Added 18.4%	187,312 $18.1 Million
Q1 2023 Apr 25, 2023	BUY	$94.41 - $100.02 $10.2 Million - $10.8 Million	108,355 Added 217.39%	158,199 $15.7 Million
Q4 2022 Jan 17, 2023	SELL	$92.93 - $99.14 $4.41 Million - $4.7 Million	-47,408 Reduced 48.75%	49,844 $0
Q3 2022 Oct 18, 2022	SELL	$94.56 - $105.6 $721,398 - $805,622	-7,629 Reduced 7.27%	97,252 $9.34 Million
Q2 2022 Jul 11, 2022	SELL	$98.15 - $106.65 $9.72 Million - $10.6 Million	-98,995 Reduced 48.56%	104,881 $10.7 Million
Q1 2022 Apr 18, 2022	BUY	$106.08 - $113.93 $8.24 Million - $8.85 Million	77,700 Added 61.58%	203,876 $21.9 Million
Q4 2021 Jan 13, 2022	BUY	$113.55 - $116.36 $12 Million - $12.3 Million	105,969 Added 524.42%	126,176 $14.5 Million
Q3 2021 Oct 28, 2021	BUY	$114.96 - $118.18 $1.21 Million - $1.24 Million	10,507 Added 108.32%	20,207 $2.33 Million
Q2 2021 Oct 28, 2021	BUY	$113.04 - $115.78 $18,877 - $19,335	167 Added 1.75%	9,700 $1.12 Million
Q1 2021 Oct 28, 2021	BUY	$112.93 - $119.98 $13,777 - $14,637	122 Added 1.3%	9,533 $1.08 Million
Q4 2020 Oct 28, 2021	BUY	$119.27 - $121.81 $1.12 Million - $1.15 Million	9,411 New	9,411 $1.13 Million

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

$3.84 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

$1.21 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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