Olio Financial Planning Ishares Barclays Transaction History
Olio Financial Planning
- $250 Million
- Q2 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 $3.09 Million. This represents 1.18% of its overall portfolio holdings.
Number of Shares
31,460
Previous 31,460
-0.0%
Holding current value
$3.09 Million
Previous $2.98 Million
1.07%
% of portfolio
1.18%
Previous 1.19%
Shares
9 transactions
Others Institutions Holding IEF
# of Institutions
998Shares Held
238MCall Options Held
17.4MPut Options Held
14.1M-
Morgan Stanley New York, NY20.4MShares$2 Billion0.15% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa20.4MShares$2 Billion0.83% of portfolio
-
Jpmorgan Chase & CO New York, NY20.2MShares$1.98 Billion0.17% of portfolio
-
Envestnet Asset Management Inc12.9MShares$1.27 Billion0.43% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN11.3MShares$1.11 Billion0.29% of portfolio