Avion Wealth Ishares Barclays Transaction History

Avion Wealth

$389 Million
Q4 2024

A detailed history of Avion Wealth transactions in Ishares Barclays stock. As of the latest transaction made, Avion Wealth holds 24 shares of IEF stock, worth $2,239. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$2,239

% of portfolio

0.0%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$92.08 - $98.18 $2,209 - $2,356	24 New	24 $2,000
Q1 2023 May 05, 2023	SELL	$94.41 - $100.02 $1,132 - $1,200	-12 Reduced 27.27%	32 $3,000
Q3 2022 Oct 31, 2022	BUY	$94.56 - $105.6 $1,134 - $1,267	12 Added 37.5%	44 $4,000
Q1 2020 Apr 08, 2020	BUY	$110.73 - $121.48 $3,543 - $3,887	32 New	32 $4,000

Others Institutions Holding IEF

# of Institutions

1,090

Shares Held

301M

Call Options Held

19.7M

Put Options Held

14.2M

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

49.2M
Shares

$4.59 Billion
1.84% of portfolio
Jpmorgan Chase & CO New York, NY

26.7M
Shares

$2.5 Billion
0.2% of portfolio
Wealthfront Advisers LLC

15.6M
Shares

$1.46 Billion
1.2% of portfolio
Envestnet Asset Management Inc

12.2M
Shares

$1.14 Billion
0.37% of portfolio
Ameriprise Financial Inc Minneapolis, MN

11.6M
Shares

$1.09 Billion
0.29% of portfolio

View Full List

About ISHARES BARCLAYS

Ticker IEF
Sector ETFs
Industry ETFs

More about IEF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Avion Wealth, based on Form 13F filings with the SEC.

News

Stay updated on Avion Wealth with notifications on news.

Account