Phillips Wealth Planners LLC Ishares Barclays Transaction History
Phillips Wealth Planners LLC
- $94.9 Billion
- Q2 2024
A detailed history of Phillips Wealth Planners LLC transactions in Ishares Barclays stock. As of the latest transaction made, Phillips Wealth Planners LLC holds 4,401 shares of IEF stock, worth $435,170. This represents 0.44% of its overall portfolio holdings.
Number of Shares
4,401
Previous 4,284
2.73%
Holding current value
$435,170
Previous $391 Million
5.87%
% of portfolio
0.44%
Previous 0.45%
Shares
7 transactions
Others Institutions Holding IEF
# of Institutions
999Shares Held
238MCall Options Held
17.4MPut Options Held
14.1M-
Morgan Stanley New York, NY20.4MShares$2.02 Billion0.15% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa20.4MShares$2.01 Billion0.83% of portfolio
-
Jpmorgan Chase & CO New York, NY20.2MShares$2 Billion0.17% of portfolio
-
Envestnet Asset Management Inc12.9MShares$1.28 Billion0.43% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN11.3MShares$1.12 Billion0.29% of portfolio