Newman Dignan & Sheerar, Inc. Ishares Barclays Transaction History

Newman Dignan & Sheerar, Inc.

$386 Million
Q2 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 05, 2021	SELL	$112.93 - $119.98 $298,473 - $317,107	-2,643 Closed	0 $0
Q3 2020 Oct 14, 2020	BUY	$121.18 - $123.06 $4,968 - $5,045	41 Added 1.58%	2,643 $322,000
Q2 2020 Aug 06, 2020	BUY	$119.77 - $122.41 $8,024 - $8,201	67 Added 2.64%	2,602 $320,000
Q1 2020 Apr 20, 2020	BUY	$110.73 - $121.48 $6,754 - $7,410	61 Added 2.47%	2,535 $309,000
Q4 2019 Jan 15, 2020	SELL	$110.18 - $113.81 $3,085 - $3,186	-28 Reduced 1.12%	2,474 $273,000
Q3 2019 Oct 21, 2019	BUY	$108.93 - $114.25 $3,703 - $3,884	34 Added 1.38%	2,502 $281,000
Q2 2019 Jul 31, 2019	BUY	$105.05 - $110.09 $9,769 - $10,238	93 Added 3.92%	2,468 $272,000
Q1 2019 Apr 09, 2019	BUY	$103.43 - $106.84 $245,646 - $253,745	2,375 New	2,375 $253,000

Others Institutions Holding IEF

# of Institutions

1,019

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

$1.23 Billion
0.43% of portfolio
Ameriprise Financial Inc Minneapolis, MN

11.3M
Shares

$1.07 Billion
0.29% of portfolio

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