Financial Advisory Group Ishares Barclays Transaction History
Financial Advisory Group
- $552 Million
- Q1 2024
A detailed history of Financial Advisory Group transactions in Ishares Barclays stock. As of the latest transaction made, Financial Advisory Group holds 66,408 shares of IEF stock, worth $6.11 Million. This represents 1.14% of its overall portfolio holdings.
Number of Shares
66,408
Previous 64,666
2.69%
Holding current value
$6.11 Million
Previous $6.23 Million
0.85%
% of portfolio
1.14%
Previous 1.21%
Shares
12 transactions
Others Institutions Holding IEF
# of Institutions
1,055Shares Held
280MCall Options Held
13.2MPut Options Held
13.9M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa41.7MShares$3.84 Billion1.68% of portfolio
-
Jpmorgan Chase & CO New York, NY27.8MShares$2.56 Billion0.22% of portfolio
-
Morgan Stanley New York, NY14.1MShares$1.3 Billion0.1% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN13.2MShares$1.21 Billion0.34% of portfolio
-
Envestnet Asset Management Inc12.8MShares$1.18 Billion0.41% of portfolio