Insight Wealth Strategies, LLC Ishares Barclays Transaction History
Insight Wealth Strategies, LLC
- $740 Million
- Q2 2025
A detailed history of Insight Wealth Strategies, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 33,065 shares of IEF stock, worth $3.13 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
33,065
Previous 261,912
87.38%
Holding current value
$3.13 Million
Previous $24.9 Million
87.29%
% of portfolio
0.43%
Previous 3.44%
Shares
25 transactions
Others Institutions Holding IEF
# of Institutions
1,139Shares Held
306MCall Options Held
13MPut Options Held
4.14M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa55MShares$5.2 Billion2.31% of portfolio
-
Jpmorgan Chase & CO New York, NY28.1MShares$2.66 Billion0.21% of portfolio
-
Envestnet Asset Management Inc12.4MShares$1.17 Billion0.4% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN11.2MShares$1.06 Billion0.3% of portfolio
-
Morgan Stanley New York, NY11.1MShares$1.05 Billion0.08% of portfolio