Portside Wealth Group, LLC Ishares Barclays Transaction History
Portside Wealth Group, LLC
- $578 Billion
- Q4 2024
A detailed history of Portside Wealth Group, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Portside Wealth Group, LLC holds 32,534 shares of IEF stock, worth $3.07 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
32,534
Previous 32,927
1.19%
Holding current value
$3.07 Million
Previous $3.23 Billion
1.19%
% of portfolio
0.55%
Previous 0.55%
Shares
8 transactions
Others Institutions Holding IEF
# of Institutions
1,100Shares Held
294MCall Options Held
14.3MPut Options Held
8.92M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa49.2MShares$4.65 Billion1.84% of portfolio
-
Jpmorgan Chase & CO New York, NY26.7MShares$2.52 Billion0.2% of portfolio
-
Wealthfront Advisers LLC15.6MShares$1.47 Billion1.2% of portfolio
-
Envestnet Asset Management Inc12.2MShares$1.15 Billion0.37% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN11.6MShares$1.1 Billion0.29% of portfolio