Sound Financial Strategies Group, LLC Ishares Barclays Transaction History
Sound Financial Strategies Group, LLC
- $109 Million
- Q4 2024
A detailed history of Sound Financial Strategies Group, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Sound Financial Strategies Group, LLC holds 181,834 shares of IEF stock, worth $17 Million. This represents 15.36% of its overall portfolio holdings.
Number of Shares
181,834
Previous 192,160
5.37%
Holding current value
$17 Million
Previous $18.9 Million
10.84%
% of portfolio
15.36%
Previous 16.59%
Shares
10 transactions
Others Institutions Holding IEF
# of Institutions
1,094Shares Held
294MCall Options Held
14.3MPut Options Held
8.92M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa49.2MShares$4.61 Billion1.84% of portfolio
-
Jpmorgan Chase & CO New York, NY26.7MShares$2.51 Billion0.2% of portfolio
-
Wealthfront Advisers LLC15.6MShares$1.46 Billion1.2% of portfolio
-
Envestnet Asset Management Inc12.2MShares$1.14 Billion0.37% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN11.6MShares$1.09 Billion0.29% of portfolio