Modern Wealth Management, LLC Ishares Barclays Transaction History
Modern Wealth Management, LLC
- $1.37 Trillion
- Q2 2024
A detailed history of Modern Wealth Management, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Modern Wealth Management, LLC holds 42,610 shares of IEF stock, worth $4.17 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
42,610
Previous 42,999
0.9%
Holding current value
$4.17 Million
Previous $3.98 Billion
0.33%
% of portfolio
0.29%
Previous 0.36%
Shares
3 transactions
Others Institutions Holding IEF
# of Institutions
1,003Shares Held
238MCall Options Held
17.4MPut Options Held
14.1M-
Morgan Stanley New York, NY20.4MShares$2 Billion0.15% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa20.4MShares$1.99 Billion0.83% of portfolio
-
Jpmorgan Chase & CO New York, NY20.2MShares$1.98 Billion0.17% of portfolio
-
Envestnet Asset Management Inc12.9MShares$1.27 Billion0.43% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN11.3MShares$1.11 Billion0.29% of portfolio