Ivc Wealth Advisors LLC Ishares Barclays Transaction History

Ivc Wealth Advisors LLC

$181 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 11, 2022	SELL	$98.15 - $106.65 $244,982 - $266,198	-2,496 Closed	0 $0
Q1 2022 Apr 27, 2022	SELL	$106.08 - $113.93 $872,401 - $936,960	-8,224 Reduced 76.72%	2,496 $268,000
Q4 2021 Jan 13, 2022	SELL	$113.55 - $116.36 $80,166 - $82,150	-706 Reduced 6.18%	10,720 $1.23 Million
Q3 2021 Oct 08, 2021	BUY	$114.96 - $118.18 $68,861 - $70,789	599 Added 5.53%	11,426 $1.32 Million
Q2 2021 Jul 13, 2021	SELL	$113.04 - $115.78 $778,393 - $797,261	-6,886 Reduced 38.88%	10,827 $1.25 Million
Q1 2021 Apr 20, 2021	BUY	$112.93 - $119.98 $1.73 Million - $1.84 Million	15,308 Added 636.51%	17,713 $2 Million
Q4 2020 Feb 01, 2021	BUY	$119.27 - $121.81 $286,844 - $292,953	2,405 New	2,405 $288,000

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

$3.84 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

Ticker IEF
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ivc Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ivc Wealth Advisors LLC with notifications on news.