Shared Vision Wealth Group LLC Ishares Barclays Transaction History
Shared Vision Wealth Group LLC
- $183 Billion
- Q1 2025
A detailed history of Shared Vision Wealth Group LLC transactions in Ishares Barclays stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 2,378 shares of IEF stock, worth $223,175. This represents 0.12% of its overall portfolio holdings.
Number of Shares
2,378
Previous 2,528
5.93%
Holding current value
$223,175
Previous $234 Million
2.99%
% of portfolio
0.12%
Previous 0.12%
Shares
3 transactions
Others Institutions Holding IEF
# of Institutions
1,138Shares Held
306MCall Options Held
13MPut Options Held
7.14M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa55MShares$5.16 Billion2.31% of portfolio
-
Jpmorgan Chase & CO New York, NY28.1MShares$2.63 Billion0.21% of portfolio
-
Envestnet Asset Management Inc12.4MShares$1.16 Billion0.4% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN11.2MShares$1.05 Billion0.3% of portfolio
-
Morgan Stanley New York, NY11.1MShares$1.04 Billion0.08% of portfolio