Sfg Wealth Management, Llc. Ishares Barclays Transaction History
Sfg Wealth Management, Llc.
- $165 Million
- Q2 2025
A detailed history of Sfg Wealth Management, Llc. transactions in Ishares Barclays stock. As of the latest transaction made, Sfg Wealth Management, Llc. holds 50,281 shares of IEF stock, worth $4.8 Million. This represents 2.91% of its overall portfolio holdings.
Number of Shares
50,281
Previous 61,400
18.11%
Holding current value
$4.8 Million
Previous $5.86 Million
17.76%
% of portfolio
2.91%
Previous 3.02%
Shares
2 transactions
Others Institutions Holding IEF
# of Institutions
1,153Shares Held
305MCall Options Held
6.96MPut Options Held
4.1M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa55MShares$5.24 Billion2.31% of portfolio
-
Jpmorgan Chase & CO New York, NY28.1MShares$2.68 Billion0.21% of portfolio
-
Envestnet Asset Management Inc12.4MShares$1.19 Billion0.37% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN11.2MShares$1.07 Billion0.3% of portfolio
-
Morgan Stanley New York, NY11.1MShares$1.06 Billion0.08% of portfolio