Genesis Wealth Advisors, LLC Ishares Barclays Transaction History
Genesis Wealth Advisors, LLC
- $133 Billion
- Q2 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 $230,851. This represents 0.17% of its overall portfolio holdings.
Number of Shares
2,413
Previous 2,413
-0.0%
Holding current value
$230,851
Previous $230 Million
0.42%
% of portfolio
0.17%
Previous 0.19%
Shares
1 transactions
Others Institutions Holding IEF
# of Institutions
1,151Shares Held
306MCall Options Held
6.96MPut Options Held
4.1M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa55MShares$5.26 Billion2.31% of portfolio
-
Jpmorgan Chase & CO New York, NY28.1MShares$2.69 Billion0.21% of portfolio
-
Envestnet Asset Management Inc12.4MShares$1.19 Billion0.37% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN11.2MShares$1.07 Billion0.3% of portfolio
-
Morgan Stanley New York, NY11.1MShares$1.06 Billion0.08% of portfolio