Mowery & Schoenfeld Wealth Management, LLC Ishares Barclays Transaction History
Mowery & Schoenfeld Wealth Management, LLC
- $63.3 Billion
- Q3 2024
A detailed history of Mowery & Schoenfeld Wealth Management, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Mowery & Schoenfeld Wealth Management, LLC holds 26,279 shares of IEF stock, worth $2.49 Million. This represents 4.07% of its overall portfolio holdings.
Number of Shares
26,279Holding current value
$2.49 Million% of portfolio
4.07%Shares
3 transactions
Others Institutions Holding IEF
# of Institutions
1,016Shares Held
241MCall Options Held
17.4MPut 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$1.23 Billion0.43% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN11.3MShares$1.07 Billion0.29% of portfolio