1620 Investment Advisors, Inc. Ishares Barclays Transaction History
1620 Investment Advisors, Inc.
- $133 Million
- Q2 2025
A detailed history of 1620 Investment Advisors, Inc. transactions in Ishares Barclays stock. As of the latest transaction made, 1620 Investment Advisors, Inc. holds 33,879 shares of IEF stock, worth $3.23 Million. This represents 2.43% of its overall portfolio holdings.
Number of Shares
33,879
Previous 32,625
3.84%
Holding current value
$3.23 Million
Previous $3.11 Million
4.28%
% of portfolio
2.43%
Previous 2.49%
Shares
14 transactions
Others Institutions Holding IEF
# of Institutions
1,153Shares Held
305MCall Options Held
6.96MPut Options Held
4.1M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa55MShares$5.24 Billion2.31% of portfolio
-
Jpmorgan Chase & CO New York, NY28.1MShares$2.68 Billion0.21% of portfolio
-
Envestnet Asset Management Inc12.4MShares$1.19 Billion0.37% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN11.2MShares$1.07 Billion0.3% of portfolio
-
Morgan Stanley New York, NY11.1MShares$1.06 Billion0.08% of portfolio