Acorn Wealth Advisors, LLC Ishares Barclays Transaction History
Acorn Wealth Advisors, LLC
- $194 Million
- Q2 2024
A detailed history of Acorn Wealth Advisors, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Acorn Wealth Advisors, LLC holds 2,785 shares of IEF stock, worth $263,238. This represents 0.13% of its overall portfolio holdings.
Number of Shares
2,785
Previous 3,063
9.08%
Holding current value
$263,238
Previous $289,000
10.03%
% of portfolio
0.13%
Previous 0.16%
Shares
5 transactions
Others Institutions Holding IEF
# of Institutions
1,021Shares Held
242MCall Options Held
17.5MPut Options Held
14.1M-
Morgan Stanley New York, NY20.4MShares$1.93 Billion0.15% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa20.4MShares$1.93 Billion0.83% of portfolio
-
Jpmorgan Chase & CO New York, NY20.2MShares$1.91 Billion0.17% of portfolio
-
Envestnet Asset Management Inc12.9MShares$1.22 Billion0.43% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN11.3MShares$1.07 Billion0.29% of portfolio