Ibex Wealth Advisors Ishares Barclays Transaction History

Ibex Wealth Advisors

$813 Million
Q4 2024

A detailed history of Ibex Wealth Advisors transactions in Ishares Barclays stock. As of the latest transaction made, Ibex Wealth Advisors holds 18,378 shares of IEF stock, worth $1.71 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

18,378

Holding current value

$1.71 Million

% of portfolio

0.21%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 23, 2025	BUY	$92.08 - $98.18 $1.69 Million - $1.8 Million	18,378 New	18,378 $1.7 Million

Others Institutions Holding IEF

# of Institutions

1,067

Shares Held

279M

Call Options Held

13.2M

Put Options Held

13.9M

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

41.7M
Shares

$3.87 Billion
1.68% of portfolio
Jpmorgan Chase & CO New York, NY

27.8M
Shares

$2.58 Billion
0.22% of portfolio
Morgan Stanley New York, NY

14.1M
Shares

$1.31 Billion
0.1% of portfolio
Ameriprise Financial Inc Minneapolis, MN

13.2M
Shares

$1.22 Billion
0.34% of portfolio
Envestnet Asset Management Inc

12.8M
Shares

$1.19 Billion
0.41% of portfolio

View Full List

About ISHARES BARCLAYS

Ticker IEF
Sector ETFs
Industry ETFs

More about IEF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ibex Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Ibex Wealth Advisors with notifications on news.

Account

Ibex Wealth Advisors Ishares Barclays Transaction History