Bright Futures Wealth Management, Llc. Ishares Barclays Transaction History
Bright Futures Wealth Management, Llc.
- $198 Million
- Q3 2024
A detailed history of Bright Futures Wealth Management, Llc. transactions in Ishares Barclays stock. As of the latest transaction made, Bright Futures Wealth Management, Llc. holds 51,283 shares of IEF stock, worth $4.8 Million. This represents 2.55% of its overall portfolio holdings.
Number of Shares
51,283
Previous 45,854
11.84%
Holding current value
$4.8 Million
Previous $4.29 Million
17.16%
% of portfolio
2.55%
Previous 2.08%
Shares
3 transactions
Others Institutions Holding IEF
# of Institutions
1,051Shares Held
280MCall Options Held
13.2MPut Options Held
13.9M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa41.7MShares$3.9 Billion1.68% of portfolio
-
Jpmorgan Chase & CO New York, NY27.8MShares$2.6 Billion0.22% of portfolio
-
Morgan Stanley New York, NY14.1MShares$1.32 Billion0.1% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN13.2MShares$1.23 Billion0.34% of portfolio
-
Envestnet Asset Management Inc12.8MShares$1.19 Billion0.41% of portfolio