Sky Oak Wealth, LLC Ishares Barclays Transaction History
Sky Oak Wealth, LLC
- $445 Million
- Q3 2024
A detailed history of Sky Oak Wealth, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Sky Oak Wealth, LLC holds 84,368 shares of IEF stock, worth $7.78 Million. This represents 1.86% of its overall portfolio holdings.
Number of Shares
84,368
Previous 77,646
8.66%
Holding current value
$7.78 Million
Previous $7.27 Million
13.85%
% of portfolio
1.86%
Previous 1.7%
Shares
16 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