Polaris Wealth Advisory Group, LLC Ishares Barclays Transaction History
Polaris Wealth Advisory Group, LLC
- $1.3 Billion
- Q3 2023
A detailed history of Polaris Wealth Advisory Group, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Polaris Wealth Advisory Group, LLC holds 344,461 shares of IEF stock, worth $32.4 Million. This represents 2.42% of its overall portfolio holdings.
Number of Shares
344,461
Previous 336,267
2.44%
Holding current value
$32.4 Million
Previous $32.5 Million
2.88%
% of portfolio
2.42%
Previous 2.51%
Shares
15 transactions
Others Institutions Holding IEF
# of Institutions
977Shares Held
222MCall Options Held
18.3MPut Options Held
15.1M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa19.5MShares$1.84 Billion0.87% of portfolio
-
Jpmorgan Chase & CO New York, NY15MShares$1.41 Billion0.13% of portfolio
-
Envestnet Asset Management Inc12.3MShares$1.16 Billion0.44% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN10.2MShares$965 Million0.27% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA9.56MShares$900 Million0.63% of portfolio