Jgp Wealth Management, LLC Ishares Barclays Transaction History

Jgp Wealth Management, LLC

$813 Million
Q2 2025

A detailed history of Jgp Wealth Management, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Jgp Wealth Management, LLC holds 4,912 shares of IEF stock, worth $469,931. This represents 0.06% of its overall portfolio holdings.

Number of Shares

4,912

Holding current value

$469,931

% of portfolio

0.06%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 28, 2025	BUY	$93.15 - $96.56 $457,552 - $474,302	4,912 New	4,912 $470,000

Others Institutions Holding IEF

# of Institutions

1,153

Shares Held

306M

Call Options Held

6.96M

Put Options Held

4.1M

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

55M
Shares

$5.26 Billion
2.31% of portfolio
Jpmorgan Chase & CO New York, NY

28.1M
Shares

$2.69 Billion
0.21% of portfolio
Envestnet Asset Management Inc

12.4M
Shares

$1.19 Billion
0.37% of portfolio
Ameriprise Financial Inc Minneapolis, MN

11.2M
Shares

$1.07 Billion
0.3% of portfolio
Morgan Stanley New York, NY

11.1M
Shares

$1.06 Billion
0.08% of portfolio

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About ISHARES BARCLAYS

Ticker IEF
Sector ETFs
Industry ETFs

More about IEF

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Jgp Wealth Management, LLC Ishares Barclays Transaction History