High Note Wealth, LLC Ishares Barclays Transaction History
High Note Wealth, LLC
- $392 Million
- Q1 2025
A detailed history of High Note Wealth, LLC transactions in Ishares Barclays stock. As of the latest transaction made, High Note Wealth, LLC holds 106,779 shares of IEF stock, worth $10.3 Million. This represents 2.6% of its overall portfolio holdings.
Number of Shares
106,779
Previous 54,062
97.51%
Holding current value
$10.3 Million
Previous $5 Million
103.74%
% of portfolio
2.6%
Previous 1.33%
Shares
6 transactions
Others Institutions Holding IEF
# of Institutions
1,123Shares Held
285MCall 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