Net Worth Advisory Group Ishares Barclays Transaction History
Net Worth Advisory Group
- $318 Billion
- Q1 2025
A detailed history of Net Worth Advisory Group transactions in Ishares Barclays stock. As of the latest transaction made, Net Worth Advisory Group holds 108,080 shares of IEF stock, worth $10.1 Million. This represents 3.24% of its overall portfolio holdings.
Number of Shares
108,080
Previous 105,680
2.27%
Holding current value
$10.1 Million
Previous $9.77 Billion
5.5%
% of portfolio
3.24%
Previous 2.97%
Shares
3 transactions
Others Institutions Holding IEF
# of Institutions
1,139Shares Held
306MCall Options Held
13MPut Options Held
7.14M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa55MShares$5.16 Billion2.31% of portfolio
-
Jpmorgan Chase & CO New York, NY28.1MShares$2.63 Billion0.21% of portfolio
-
Envestnet Asset Management Inc12.4MShares$1.16 Billion0.4% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN11.2MShares$1.05 Billion0.3% of portfolio
-
Morgan Stanley New York, NY11.1MShares$1.04 Billion0.08% of portfolio