Roundview Capital LLC Ishares Barclays Transaction History
Roundview Capital LLC
- $1.25 Billion
- Q2 2024
A detailed history of Roundview Capital LLC transactions in Ishares Barclays stock. As of the latest transaction made, Roundview Capital LLC holds 10,468 shares of IEF stock, worth $989,435. This represents 0.08% of its overall portfolio holdings.
Number of Shares
10,468
Previous 9,707
7.84%
Holding current value
$989,435
Previous $918,000
6.75%
% of portfolio
0.08%
Previous 0.08%
Shares
4 transactions
Others Institutions Holding IEF
# of Institutions
1,022Shares 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