Form Wealth Advisors, LLC Ishares Barclays Transaction History
Form Wealth Advisors, LLC
- $736 Billion
- Q1 2025
A detailed history of Form Wealth Advisors, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Form Wealth Advisors, LLC holds 209,610 shares of IEF stock, worth $19.8 Million. This represents 2.72% of its overall portfolio holdings.
Number of Shares
209,610Holding current value
$19.8 Million% of portfolio
2.72%Shares
1 transactions
Others Institutions Holding IEF
# of Institutions
1,111Shares Held
281MCall Options Held
14.3MPut Options Held
8.91M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa49.2MShares$4.64 Billion1.84% of portfolio
-
Jpmorgan Chase & CO New York, NY26.7MShares$2.52 Billion0.2% of portfolio
-
Envestnet Asset Management Inc12.2MShares$1.15 Billion0.37% of portfolio
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Ameriprise Financial Inc Minneapolis, MN11.6MShares$1.1 Billion0.29% of portfolio
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Pnc Financial Services Group, Inc. Pittsburgh, PA9.64MShares$909 Million0.6% of portfolio