New World Advisors LLC Ishares Barclays Transaction History

New World Advisors LLC

$342 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 03, 2021	SELL	$114.96 - $118.18 $12.2 Million - $12.5 Million	-106,163 Closed	0 $0
Q2 2021 Aug 16, 2021	BUY	$113.04 - $115.78 $12 Million - $12.3 Million	106,163 New	106,163 $12.3 Million

Others Institutions Holding IEF

# of Institutions

977

Shares Held

222M

Call Options Held

18.3M

Put Options Held

15.1M

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

19.5M
Shares

$1.84 Billion
0.87% of portfolio
Jpmorgan Chase & CO New York, NY

15M
Shares

$1.41 Billion
0.13% of portfolio
Envestnet Asset Management Inc

12.3M
Shares

$1.16 Billion
0.44% of portfolio
Ameriprise Financial Inc Minneapolis, MN

10.2M
Shares

$965 Million
0.27% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

9.56M
Shares

$900 Million
0.63% of portfolio

About ISHARES BARCLAYS

Ticker IEF
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of New World Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on New World Advisors LLC with notifications on news.