Legacy Wealth Managment, Llc/Id Ishares Barclays Transaction History
Legacy Wealth Managment, Llc/Id
- $145 Million
- Q3 2025
A detailed history of Legacy Wealth Managment, Llc/Id transactions in Ishares Barclays stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 18,130 shares of IEF stock, worth $1.75 Million. This represents 1.2% of its overall portfolio holdings.
Number of Shares
18,130
Previous 14,398
25.92%
Holding current value
$1.75 Million
Previous $1.38 Million
26.85%
% of portfolio
1.2%
Previous 1.15%
Shares
3 transactions
Others Institutions Holding IEF
# of Institutions
1,181Shares Held
341MCall Options Held
16.7MPut Options Held
15.9M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa87.7MShares$8.45 Billion3.12% of portfolio
-
Jpmorgan Chase & CO New York, NY26.7MShares$2.57 Billion0.17% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN15MShares$1.44 Billion0.35% of portfolio
-
Morgan Stanley New York, NY14.3MShares$1.38 Billion0.09% of portfolio
-
Envestnet Asset Management Inc12.8MShares$1.24 Billion0.38% of portfolio