Forza Wealth Management, LLC Ishares Barclays Transaction History
Forza Wealth Management, LLC
- $192 Billion
- Q1 2024
A detailed history of Forza Wealth Management, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Forza Wealth Management, LLC holds 52,494 shares of IEF stock, worth $4.94 Million. This represents 2.58% of its overall portfolio holdings.
Number of Shares
52,494
Previous 48,194
8.92%
Holding current value
$4.94 Million
Previous $4.65 Billion
6.97%
% of portfolio
2.58%
Previous 2.56%
Shares
4 transactions
Others Institutions Holding IEF
# of Institutions
976Shares Held
222MCall Options Held
18.3MPut Options Held
15.1M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa19.5MShares$1.84 Billion0.87% of portfolio
-
Jpmorgan Chase & CO New York, NY15MShares$1.41 Billion0.13% of portfolio
-
Envestnet Asset Management Inc12.3MShares$1.16 Billion0.44% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN10.2MShares$965 Million0.27% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA9.56MShares$900 Million0.63% of portfolio