1620 Investment Advisors, Inc. Ishares Barclays Transaction History
1620 Investment Advisors, Inc.
- $142 Million
- Q3 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 35,447 shares of IEF stock, worth $3.42 Million. This represents 2.41% of its overall portfolio holdings.
Number of Shares
35,447
Previous 33,879
4.63%
Holding current value
$3.42 Million
Previous $3.24 Million
5.39%
% of portfolio
2.41%
Previous 2.43%
Shares
15 transactions
Others Institutions Holding IEF
# of Institutions
1,173Shares Held
306MCall Options Held
21.8MPut Options Held
4.72M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa57.7MShares$5.56 Billion2.23% of portfolio
-
Jpmorgan Chase & CO New York, NY28.1MShares$2.71 Billion0.21% of portfolio
-
Morgan Stanley New York, NY12.5MShares$1.21 Billion0.08% of portfolio
-
Envestnet Asset Management Inc12.4MShares$1.2 Billion0.37% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN11.7MShares$1.12 Billion0.29% of portfolio