Mgo Private Wealth, LLC Ishares Barclays Transaction History
Mgo Private Wealth, LLC
- $161 Million
- Q3 2025
A detailed history of Mgo Private Wealth, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Mgo Private Wealth, LLC holds 63,794 shares of IEF stock, worth $6.15 Million. This represents 3.83% of its overall portfolio holdings.
Number of Shares
63,794
Previous 62,239
2.5%
Holding current value
$6.15 Million
Previous $5.96 Million
3.24%
% of portfolio
3.83%
Previous 3.94%
Shares
8 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