Mgo Private Wealth, LLC Ishares Barclays Transaction History
Mgo Private Wealth, LLC
- $138 Million
- Q1 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 57,109 shares of IEF stock, worth $5.49 Million. This represents 3.96% of its overall portfolio holdings.
Number of Shares
57,109
Previous 14,496
293.96%
Holding current value
$5.49 Million
Previous $1.34 Million
306.42%
% of portfolio
3.96%
Previous 0.97%
Shares
6 transactions
Others Institutions Holding IEF
# of Institutions
1,123Shares Held
285MCall Options Held
14.3MPut Options Held
8.91M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa49.2MShares$4.73 Billion1.84% of portfolio
-
Jpmorgan Chase & CO New York, NY26.7MShares$2.57 Billion0.2% of portfolio
-
Envestnet Asset Management Inc12.4MShares$1.19 Billion0.4% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN11.6MShares$1.12 Billion0.29% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA9.64MShares$926 Million0.6% of portfolio