Crestwood Advisors Group LLC Ishares Barclays Transaction History
Crestwood Advisors Group LLC
- $4.74 Billion
- Q2 2024
A detailed history of Crestwood Advisors Group LLC transactions in Ishares Barclays stock. As of the latest transaction made, Crestwood Advisors Group LLC holds 6,079 shares of IEF stock, worth $586,562. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,079
Previous 5,946
2.24%
Holding current value
$586,562
Previous $562,000
1.25%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding IEF
# of Institutions
1,004Shares Held
239MCall Options Held
17.4MPut Options Held
14.1M-
Morgan Stanley New York, NY20.4MShares$1.97 Billion0.15% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa20.4MShares$1.97 Billion0.83% of portfolio
-
Jpmorgan Chase & CO New York, NY20.2MShares$1.95 Billion0.17% of portfolio
-
Envestnet Asset Management Inc12.9MShares$1.25 Billion0.43% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN11.3MShares$1.09 Billion0.29% of portfolio