Genesis Wealth Advisors, LLC Ishares Barclays Transaction History
Genesis Wealth Advisors, LLC
- $142 Billion
- Q3 2025
A detailed history of Genesis Wealth Advisors, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Genesis Wealth Advisors, LLC holds 2,413 shares of IEF stock, worth $232,709. This represents 0.16% of its overall portfolio holdings.
Number of Shares
2,413
Previous 2,413
-0.0%
Holding current value
$232,709
Previous $231 Million
0.72%
% of portfolio
0.16%
Previous 0.17%
Shares
1 transactions
Others Institutions Holding IEF
# of Institutions
1,181Shares Held
341MCall Options Held
16.7MPut Options Held
15.9M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa87.7MShares$8.45 Billion3.12% of portfolio
-
Jpmorgan Chase & CO New York, NY26.7MShares$2.57 Billion0.17% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN15MShares$1.44 Billion0.35% of portfolio
-
Morgan Stanley New York, NY14.3MShares$1.38 Billion0.09% of portfolio
-
Envestnet Asset Management Inc12.8MShares$1.24 Billion0.38% of portfolio