Investment Planning Advisors, Inc. Ishares Barclays Transaction History
Investment Planning Advisors, Inc.
- $273 Million
- Q3 2025
A detailed history of Investment Planning Advisors, Inc. transactions in Ishares Barclays stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 2,098 shares of IEF stock, worth $204,659. This represents 0.07% of its overall portfolio holdings.
Number of Shares
2,098Holding current value
$204,659% of portfolio
0.07%Shares
1 transactions
Others Institutions Holding IEF
# of Institutions
1,171Shares Held
305MCall Options Held
21.8MPut Options Held
4.72M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa57.7MShares$5.62 Billion2.23% of portfolio
-
Jpmorgan Chase & CO New York, NY28.1MShares$2.74 Billion0.21% of portfolio
-
Morgan Stanley New York, NY12.5MShares$1.22 Billion0.08% of portfolio
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Envestnet Asset Management Inc12.4MShares$1.21 Billion0.37% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN11.7MShares$1.14 Billion0.29% of portfolio