Smallwood Wealth Investment Management, LLC Ishares Barclays Transaction History
Smallwood Wealth Investment Management, LLC
- $167 Million
- Q2 2025
A detailed history of Smallwood Wealth Investment Management, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Smallwood Wealth Investment Management, LLC holds 75 shares of IEF stock, worth $7,228. This represents 0.0% of its overall portfolio holdings.
Number of Shares
75Holding current value
$7,228% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding IEF
# of Institutions
1,173Shares Held
306MCall Options Held
21.8MPut Options Held
4.72M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa57.7MShares$5.56 Billion2.23% of portfolio
-
Jpmorgan Chase & CO New York, NY28.1MShares$2.71 Billion0.21% of portfolio
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Morgan Stanley New York, NY12.5MShares$1.21 Billion0.08% of portfolio
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Envestnet Asset Management Inc12.4MShares$1.2 Billion0.37% of portfolio
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Ameriprise Financial Inc Minneapolis, MN11.7MShares$1.12 Billion0.29% of portfolio