Wallace Advisory Group, LLC Ishares Barclays Transaction History
Wallace Advisory Group, LLC
- $137 Billion
- Q3 2024
A detailed history of Wallace Advisory Group, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Wallace Advisory Group, LLC holds 19,941 shares of IEF stock, worth $1.92 Million. This represents 1.37% of its overall portfolio holdings.
Number of Shares
19,941
Previous 20,188
1.22%
Holding current value
$1.92 Million
Previous $1.89 Billion
1.22%
% of portfolio
1.37%
Previous 1.36%
Shares
7 transactions
Others Institutions Holding IEF
# of Institutions
1,004Shares Held
239MCall Options Held
17.4MPut Options Held
14.1M-
Morgan Stanley New York, NY20.4MShares$1.97 Billion0.15% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa20.4MShares$1.97 Billion0.83% of portfolio
-
Jpmorgan Chase & CO New York, NY20.2MShares$1.95 Billion0.17% of portfolio
-
Envestnet Asset Management Inc12.9MShares$1.25 Billion0.43% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN11.3MShares$1.09 Billion0.29% of portfolio