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 $226,460. This represents 0.19% of its overall portfolio holdings.
Number of Shares
2,413
Previous 2,413
-0.0%
Holding current value
$226,460
Previous $223 Million
3.16%
% of portfolio
0.19%
Previous 0.19%
Shares
1 transactions
Others Institutions Holding IEF
# of Institutions
1,140Shares Held
306MCall Options Held
13MPut Options Held
7.14M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa55MShares$5.16 Billion2.31% of portfolio
-
Jpmorgan Chase & CO New York, NY28.1MShares$2.63 Billion0.21% of portfolio
-
Envestnet Asset Management Inc12.4MShares$1.16 Billion0.4% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN11.2MShares$1.05 Billion0.3% of portfolio
-
Morgan Stanley New York, NY11.1MShares$1.04 Billion0.08% of portfolio