Bogart Wealth, LLC Ishares Barclays Transaction History
Bogart Wealth, LLC
- $2.32 Billion
- Q2 2025
A detailed history of Bogart Wealth, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Bogart Wealth, LLC holds 473,594 shares of IEF stock, worth $45.2 Million. This represents 1.95% of its overall portfolio holdings.
Number of Shares
473,594
Previous 460,083
2.94%
Holding current value
$45.2 Million
Previous $43.9 Million
3.37%
% of portfolio
1.95%
Previous 2.08%
Shares
17 transactions
Others Institutions Holding IEF
# of Institutions
1,160Shares Held
305MCall Options Held
17.9MPut Options Held
3.47M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa55MShares$5.24 Billion2.31% of portfolio
-
Jpmorgan Chase & CO New York, NY28.1MShares$2.68 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