Up Strategic Wealth Investment Advisors LLC Ishares Barclays Transaction History
Up Strategic Wealth Investment Advisors LLC
- $66 Billion
- Q2 2024
A detailed history of Up Strategic Wealth Investment Advisors LLC transactions in Ishares Barclays stock. As of the latest transaction made, Up Strategic Wealth Investment Advisors LLC holds 4,727 shares of IEF stock, worth $467,783. This represents 0.67% of its overall portfolio holdings.
Number of Shares
4,727
Previous 5,090
7.13%
Holding current value
$467,783
Previous $482 Million
8.12%
% of portfolio
0.67%
Previous 0.79%
Shares
2 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$2.02 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