Forza Wealth Management, LLC Ishares Barclays Transaction History
Forza Wealth Management, LLC
- $194 Billion
- Q2 2024
A detailed history of Forza Wealth Management, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Forza Wealth Management, LLC holds 52,494 shares of IEF stock, worth $4.96 Million. This represents 2.54% of its overall portfolio holdings.
Number of Shares
52,494
Previous 52,494
-0.0%
Holding current value
$4.96 Million
Previous $4.97 Billion
1.07%
% of portfolio
2.54%
Previous 2.58%
Shares
4 transactions
Others Institutions Holding IEF
# of Institutions
977Shares Held
222MCall Options Held
18.1MPut Options Held
15M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa19.5MShares$1.85 Billion0.87% of portfolio
-
Jpmorgan Chase & CO New York, NY15MShares$1.42 Billion0.13% of portfolio
-
Envestnet Asset Management Inc12.3MShares$1.17 Billion0.44% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN10.2MShares$969 Million0.27% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA9.56MShares$904 Million0.63% of portfolio