High Note Wealth, LLC Ishares Barclays Transaction History
High Note Wealth, LLC
- $425 Million
- Q2 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 106,358 shares of IEF stock, worth $10.3 Million. This represents 2.4% of its overall portfolio holdings.
Number of Shares
106,358
Previous 106,779
0.39%
Holding current value
$10.3 Million
Previous $10.2 Million
0.02%
% of portfolio
2.4%
Previous 2.6%
Shares
7 transactions
Others Institutions Holding IEF
# of Institutions
1,179Shares Held
306MCall Options Held
21.8MPut Options Held
4.72M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa57.7MShares$5.56 Billion2.23% of portfolio
-
Jpmorgan Chase & CO New York, NY28.1MShares$2.71 Billion0.21% of portfolio
-
Morgan Stanley New York, NY12.5MShares$1.21 Billion0.08% of portfolio
-
Envestnet Asset Management Inc12.4MShares$1.2 Billion0.37% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN11.7MShares$1.12 Billion0.29% of portfolio