Sound Financial Strategies Group, LLC Ishares Barclays Transaction History
Sound Financial Strategies Group, LLC
- $114 Million
- Q3 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 192,160 shares of IEF stock, worth $18 Million. This represents 16.59% of its overall portfolio holdings.
Number of Shares
192,160Holding current value
$18 Million% of portfolio
16.59%Shares
9 transactions
Others Institutions Holding IEF
# of Institutions
1,051Shares Held
280MCall Options Held
13.2MPut Options Held
13.9M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa41.7MShares$3.9 Billion1.68% of portfolio
-
Jpmorgan Chase & CO New York, NY27.8MShares$2.6 Billion0.22% of portfolio
-
Morgan Stanley New York, NY14.1MShares$1.32 Billion0.1% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN13.2MShares$1.23 Billion0.34% of portfolio
-
Envestnet Asset Management Inc12.8MShares$1.19 Billion0.41% of portfolio