Olio Financial Planning Ishares Barclays Transaction History
Olio Financial Planning
- $267 Million
- Q3 2024
A detailed history of Olio Financial Planning transactions in Ishares Barclays stock. As of the latest transaction made, Olio Financial Planning holds 31,460 shares of IEF stock, worth $2.95 Million. This represents 1.16% of its overall portfolio holdings.
Number of Shares
31,460
Previous 31,460
-0.0%
Holding current value
$2.95 Million
Previous $2.95 Million
4.75%
% of portfolio
1.16%
Previous 1.18%
Shares
9 transactions
Others Institutions Holding IEF
# of Institutions
1,051Shares Held
280MCall Options Held
13.2MPut Options Held
13.9M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa41.7MShares$3.9 Billion1.68% of portfolio
-
Jpmorgan Chase & CO New York, NY27.8MShares$2.6 Billion0.22% of portfolio
-
Morgan Stanley New York, NY14.1MShares$1.32 Billion0.1% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN13.2MShares$1.23 Billion0.34% of portfolio
-
Envestnet Asset Management Inc12.8MShares$1.2 Billion0.41% of portfolio