U S Wealth Group, Llc. Ishares Barclays Transaction History
U S Wealth Group, Llc.
- $153 Billion
- Q3 2025
A detailed history of U S Wealth Group, Llc. transactions in Ishares Barclays stock. As of the latest transaction made, U S Wealth Group, Llc. holds 106,018 shares of IEF stock, worth $10.2 Million. This represents 6.68% of its overall portfolio holdings.
Number of Shares
106,018
Previous 77,340
37.08%
Holding current value
$10.2 Million
Previous $7.41 Billion
38.07%
% of portfolio
6.68%
Previous 5.77%
Shares
4 transactions
Others Institutions Holding IEF
# of Institutions
1,178Shares Held
341MCall Options Held
16.7MPut Options Held
15.9M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa87.7MShares$8.45 Billion3.12% of portfolio
-
Jpmorgan Chase & CO New York, NY26.7MShares$2.57 Billion0.17% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN15MShares$1.44 Billion0.35% of portfolio
-
Morgan Stanley New York, NY14.3MShares$1.38 Billion0.09% of portfolio
-
Envestnet Asset Management Inc12.8MShares$1.24 Billion0.38% of portfolio