Catalyst Private Wealth, LLC Ishares Barclays Transaction History
Catalyst Private Wealth, LLC
- $145 Million
- Q2 2024
A detailed history of Catalyst Private Wealth, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Catalyst Private Wealth, LLC holds 4,802 shares of IEF stock, worth $470,067. This represents 0.31% of its overall portfolio holdings.
Number of Shares
4,802
Previous 4,674
2.74%
Holding current value
$470,067
Previous $442,000
1.58%
% of portfolio
0.31%
Previous 0.31%
Shares
16 transactions
Others Institutions Holding IEF
# of Institutions
1,003Shares Held
238MCall Options Held
17.4MPut Options Held
14.1M-
Morgan Stanley New York, NY20.4MShares$2 Billion0.15% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa20.4MShares$1.99 Billion0.83% of portfolio
-
Jpmorgan Chase & CO New York, NY20.2MShares$1.98 Billion0.17% of portfolio
-
Envestnet Asset Management Inc12.9MShares$1.27 Billion0.43% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN11.3MShares$1.11 Billion0.29% of portfolio