Genesis Wealth Advisors, LLC Ishares Barclays Transaction History
Genesis Wealth Advisors, LLC
- $123 Billion
- Q1 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 $231,816. This represents 0.19% of its overall portfolio holdings.
Number of Shares
2,413
Previous 2,413
-0.0%
Holding current value
$231,816
Previous $223 Million
3.16%
% of portfolio
0.19%
Previous 0.19%
Shares
1 transactions
Others Institutions Holding IEF
# of Institutions
1,117Shares Held
284MCall Options Held
14.3MPut Options Held
8.91M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa49.2MShares$4.73 Billion1.84% of portfolio
-
Jpmorgan Chase & CO New York, NY26.7MShares$2.57 Billion0.2% of portfolio
-
Envestnet Asset Management Inc12.4MShares$1.19 Billion0.4% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN11.6MShares$1.12 Billion0.29% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA9.64MShares$926 Million0.6% of portfolio