Lifeworks Advisors, LLC Ishares Barclays Transaction History
Lifeworks Advisors, LLC
- $539 Million
- Q4 2024
A detailed history of Lifeworks Advisors, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 49,408 shares of IEF stock, worth $4.63 Million. This represents 0.85% of its overall portfolio holdings.
Number of Shares
49,408
Previous 32,782
50.72%
Holding current value
$4.63 Million
Previous $3.22 Million
42.01%
% of portfolio
0.85%
Previous 0.65%
Shares
3 transactions
Others Institutions Holding IEF
# of Institutions
1,094Shares Held
294MCall Options Held
14.3MPut Options Held
8.92M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa49.2MShares$4.61 Billion1.84% of portfolio
-
Jpmorgan Chase & CO New York, NY26.7MShares$2.51 Billion0.2% of portfolio
-
Wealthfront Advisers LLC15.6MShares$1.46 Billion1.2% of portfolio
-
Envestnet Asset Management Inc12.2MShares$1.14 Billion0.37% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN11.6MShares$1.09 Billion0.29% of portfolio