Avalon Advisory Group Ishares Barclays Transaction History
Avalon Advisory Group
- $233 Million
- Q2 2025
A detailed history of Avalon Advisory Group transactions in Ishares Barclays stock. As of the latest transaction made, Avalon Advisory Group holds 822,589 shares of IEF stock, worth $78.7 Million. This represents 33.84% of its overall portfolio holdings.
Number of Shares
822,589
Previous 788,697
4.3%
Holding current value
$78.7 Million
Previous $75.2 Million
4.73%
% of portfolio
33.84%
Previous 35.44%
Shares
23 transactions
Others Institutions Holding IEF
# of Institutions
1,155Shares Held
305MCall Options Held
6.96MPut Options Held
4.1M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa55MShares$5.26 Billion2.31% of portfolio
-
Jpmorgan Chase & CO New York, NY28.1MShares$2.69 Billion0.21% of portfolio
-
Envestnet Asset Management Inc12.4MShares$1.19 Billion0.37% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN11.2MShares$1.07 Billion0.3% of portfolio
-
Morgan Stanley New York, NY11.1MShares$1.06 Billion0.08% of portfolio