Avaii Wealth Management, LLC Ishares Barclays Transaction History
Avaii Wealth Management, LLC
- $178 Million
- Q3 2024
A detailed history of Avaii Wealth Management, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Avaii Wealth Management, LLC holds 2,873 shares of IEF stock, worth $266,068. This represents 0.16% of its overall portfolio holdings.
Number of Shares
2,873
Previous 2,598
10.59%
Holding current value
$266,068
Previous $243,000
15.64%
% of portfolio
0.16%
Previous 0.14%
Shares
8 transactions
Others Institutions Holding IEF
# of Institutions
1,055Shares Held
280MCall Options Held
13.2MPut Options Held
13.9M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa41.7MShares$3.86 Billion1.68% of portfolio
-
Jpmorgan Chase & CO New York, NY27.8MShares$2.57 Billion0.22% of portfolio
-
Morgan Stanley New York, NY14.1MShares$1.31 Billion0.1% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN13.2MShares$1.22 Billion0.34% of portfolio
-
Envestnet Asset Management Inc12.8MShares$1.18 Billion0.41% of portfolio