Lifeworks Advisors, LLC Ishares Barclays Transaction History
Lifeworks Advisors, LLC
- $584 Million
- Q1 2025
A detailed history of Lifeworks Advisors, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 97,582 shares of IEF stock, worth $9.28 Million. This represents 1.59% of its overall portfolio holdings.
Number of Shares
97,582
Previous 49,408
97.5%
Holding current value
$9.28 Million
Previous $4.57 Million
103.77%
% of portfolio
1.59%
Previous 0.85%
Shares
4 transactions
Others Institutions Holding IEF
# of Institutions
1,142Shares Held
305MCall Options Held
13MPut Options Held
4.14M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa55MShares$5.23 Billion2.31% of portfolio
-
Jpmorgan Chase & CO New York, NY28.1MShares$2.67 Billion0.21% of portfolio
-
Envestnet Asset Management Inc12.4MShares$1.18 Billion0.4% 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