Roger Wittlin Investment Advisory, LLC Ishares Barclays Transaction History
Roger Wittlin Investment Advisory, LLC
- $154 Million
- Q2 2024
A detailed history of Roger Wittlin Investment Advisory, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Roger Wittlin Investment Advisory, LLC holds 2,908 shares of IEF stock, worth $273,991. This represents 0.18% of its overall portfolio holdings.
Number of Shares
2,908Holding current value
$273,991% of portfolio
0.18%Shares
1 transactions
Others Institutions Holding IEF
# of Institutions
1,021Shares Held
242MCall Options Held
17.5MPut Options Held
14.1M-
Morgan Stanley New York, NY20.4MShares$1.92 Billion0.15% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa20.4MShares$1.92 Billion0.83% of portfolio
-
Jpmorgan Chase & CO New York, NY20.2MShares$1.9 Billion0.17% of portfolio
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Envestnet Asset Management Inc12.8MShares$1.2 Billion0.41% of portfolio
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Ameriprise Financial Inc Minneapolis, MN11.3MShares$1.07 Billion0.29% of portfolio