5 T Wealth, LLC Ishares Barclays Transaction History

5 T Wealth, LLC

$183 Billion
Q4 2024

A detailed history of 5 T Wealth, LLC transactions in Ishares Barclays stock. As of the latest transaction made, 5 T Wealth, LLC holds 6,794 shares of IEF stock, worth $631,977. This represents 0.34% of its overall portfolio holdings.

Number of Shares

6,794

Holding current value

$631,977

% of portfolio

0.34%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 31, 2025	BUY	$92.08 - $98.18 $625,591 - $667,034	6,794 New	6,794 $628 Million

Others Institutions Holding IEF

# of Institutions

1,067

Shares Held

279M

Call Options Held

13.2M

Put Options Held

13.9M

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

41.7M
Shares

$3.87 Billion
1.68% of portfolio
Jpmorgan Chase & CO New York, NY

27.8M
Shares

$2.58 Billion
0.22% of portfolio
Morgan Stanley New York, NY

14.1M
Shares

$1.31 Billion
0.1% of portfolio
Ameriprise Financial Inc Minneapolis, MN

13.2M
Shares

$1.22 Billion
0.34% of portfolio
Envestnet Asset Management Inc

12.8M
Shares

$1.19 Billion
0.41% of portfolio

View Full List

About ISHARES BARCLAYS

Ticker IEF
Sector ETFs
Industry ETFs

More about IEF

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