Vision Point Advisory Group, LLC Ishares Barclays Transaction History
Vision Point Advisory Group, LLC
- $265 Million
- Q1 2025
A detailed history of Vision Point Advisory Group, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Vision Point Advisory Group, LLC holds 2,887 shares of IEF stock, worth $272,359. This represents 0.1% of its overall portfolio holdings.
Number of Shares
2,887
Previous 1,626
77.55%
Holding current value
$272,359
Previous $150,000
83.33%
% of portfolio
0.1%
Previous 0.06%
Shares
10 transactions
Others Institutions Holding IEF
# of Institutions
1,108Shares Held
281MCall Options Held
14.3MPut Options Held
8.91M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa49.2MShares$4.64 Billion1.84% of portfolio
-
Jpmorgan Chase & CO New York, NY26.7MShares$2.52 Billion0.2% of portfolio
-
Envestnet Asset Management Inc12.2MShares$1.15 Billion0.37% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN11.6MShares$1.1 Billion0.29% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA9.64MShares$909 Million0.6% of portfolio