Legacy Wealth Managment, Llc/Id Ishares Barclays Transaction History
Legacy Wealth Managment, Llc/Id
- $120 Million
- Q2 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 14,398 shares of IEF stock, worth $1.37 Million. This represents 1.15% of its overall portfolio holdings.
Number of Shares
14,398
Previous 12,406
16.06%
Holding current value
$1.37 Million
Previous $1.18 Million
16.48%
% of portfolio
1.15%
Previous 0.97%
Shares
2 transactions
Others Institutions Holding IEF
# of Institutions
1,153Shares Held
305MCall Options Held
6.96MPut Options Held
4.1M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa55MShares$5.24 Billion2.31% of portfolio
-
Jpmorgan Chase & CO New York, NY28.1MShares$2.68 Billion0.21% of portfolio
-
Envestnet Asset Management Inc12.4MShares$1.19 Billion0.37% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN11.2MShares$1.07 Billion0.3% of portfolio
-
Morgan Stanley New York, NY11.1MShares$1.06 Billion0.08% of portfolio