Shared Vision Wealth Group LLC Ishares Barclays Transaction History
Shared Vision Wealth Group LLC
- $236 Billion
- Q3 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 2,485 shares of IEF stock, worth $239,653. This represents 0.1% of its overall portfolio holdings.
Number of Shares
2,485Holding current value
$239,653% of portfolio
0.1%Shares
4 transactions
Others Institutions Holding IEF
# of Institutions
1,181Shares Held
341MCall Options Held
16.7MPut Options Held
15.9M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa87.7MShares$8.45 Billion3.12% of portfolio
-
Jpmorgan Chase & CO New York, NY26.7MShares$2.57 Billion0.17% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN15MShares$1.44 Billion0.35% of portfolio
-
Morgan Stanley New York, NY14.3MShares$1.38 Billion0.09% of portfolio
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Envestnet Asset Management Inc12.8MShares$1.24 Billion0.38% of portfolio