Morton Brown Family Wealth, LLC Ishares Barclays Transaction History
Morton Brown Family Wealth, LLC
- $294 Million
- Q1 2025
A detailed history of Morton Brown Family Wealth, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 440 shares of IEF stock, worth $40,986. This represents 0.01% of its overall portfolio holdings.
Number of Shares
440Holding current value
$40,986% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding IEF
# of Institutions
1,139Shares Held
308MCall Options Held
13MPut Options Held
6.97M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa55MShares$5.12 Billion2.31% of portfolio
-
Jpmorgan Chase & CO New York, NY28.1MShares$2.62 Billion0.21% of portfolio
-
Envestnet Asset Management Inc12.4MShares$1.15 Billion0.4% of portfolio
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Ameriprise Financial Inc Minneapolis, MN11.2MShares$1.05 Billion0.3% of portfolio
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Morgan Stanley New York, NY11.1MShares$1.03 Billion0.08% of portfolio