Holistic Planning, LLC Ishares Barclays Transaction History
Holistic Planning, LLC
- $130 Billion
- Q2 2024
A detailed history of Holistic Planning, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Holistic Planning, LLC holds 2,953 shares of IEF stock, worth $284,934. This represents 0.21% of its overall portfolio holdings.
Number of Shares
2,953
Previous 2,953
-0.0%
Holding current value
$284,934
Previous $280 Million
-0.0%
% of portfolio
0.21%
Previous 0.21%
Shares
1 transactions
Others Institutions Holding IEF
# of Institutions
1,005Shares 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