Evensky & Katz LLC Ishares Barclays Transaction History

Evensky & Katz LLC

$1.54 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 20, 2023	BUY	$94.41 - $100.02 $101,773 - $107,821	1,078 New	1,078 $107,000

Others Institutions Holding IEF

# of Institutions

1,055

Shares Held

280M

Call Options Held

13.2M

Put Options Held

13.9M

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

41.7M
Shares

$3.9 Billion
1.68% of portfolio
Jpmorgan Chase & CO New York, NY

27.8M
Shares

$2.6 Billion
0.22% of portfolio
Morgan Stanley New York, NY

14.1M
Shares

$1.32 Billion
0.1% of portfolio
Ameriprise Financial Inc Minneapolis, MN

13.2M
Shares

$1.23 Billion
0.34% of portfolio
Envestnet Asset Management Inc

12.8M
Shares

$1.2 Billion
0.41% of portfolio

About ISHARES BARCLAYS

Ticker IEF
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Evensky & Katz LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evensky & Katz LLC with notifications on news.