Montis Financial, LLC Ishares Barclays Transaction History
Montis Financial, LLC
- $280 Million
- Q3 2024
A detailed history of Montis Financial, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Montis Financial, LLC holds 5,475 shares of IEF stock, worth $505,178. This represents 0.19% of its overall portfolio holdings.
Number of Shares
5,475
Previous 5,475
-0.0%
Holding current value
$505,178
Previous $512,000
4.88%
% of portfolio
0.19%
Previous 0.24%
Shares
1 transactions
Others Institutions Holding IEF
# of Institutions
1,055Shares Held
280MCall Options Held
13.2MPut Options Held
13.9M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa41.7MShares$3.84 Billion1.68% of portfolio
-
Jpmorgan Chase & CO New York, NY27.8MShares$2.56 Billion0.22% of portfolio
-
Morgan Stanley New York, NY14.1MShares$1.3 Billion0.1% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN13.2MShares$1.22 Billion0.34% of portfolio
-
Envestnet Asset Management Inc12.8MShares$1.18 Billion0.41% of portfolio