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 $2,232. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$2,232

% 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

1,067

Shares Held

279M

Call Options Held

13.2M

Put Options Held

13.9M

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

41.7M
Shares

$3.87 Billion
1.68% of portfolio
Jpmorgan Chase & CO New York, NY

27.8M
Shares

$2.58 Billion
0.22% of portfolio
Morgan Stanley New York, NY

14.1M
Shares

$1.31 Billion
0.1% of portfolio
Ameriprise Financial Inc Minneapolis, MN

13.2M
Shares

$1.22 Billion
0.34% of portfolio
Envestnet Asset Management Inc

12.8M
Shares

$1.19 Billion
0.41% of portfolio

View Full List

About ISHARES BARCLAYS

Ticker IEF
Sector ETFs
Industry ETFs

More about IEF

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