Lokken Investment Group LLC Ishares Barclays Transaction History
Lokken Investment Group LLC
- $254 Million
- Q3 2025
A detailed history of Lokken Investment Group LLC transactions in Ishares Barclays stock. As of the latest transaction made, Lokken Investment Group LLC holds 18,755 shares of IEF stock, worth $1.81 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
18,755
Previous 19,302
2.83%
Holding current value
$1.81 Million
Previous $1.85 Million
2.11%
% of portfolio
0.71%
Previous 0.8%
Shares
3 transactions
Others Institutions Holding IEF
# of Institutions
1,185Shares 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