Tobias Financial Advisors, Inc. Ishares Barclays Transaction History
Tobias Financial Advisors, Inc.
- $431 Million
- Q1 2024
A detailed history of Tobias Financial Advisors, Inc. transactions in Ishares Barclays stock. As of the latest transaction made, Tobias Financial Advisors, Inc. holds 318,194 shares of IEF stock, worth $29.6 Million. This represents 6.98% of its overall portfolio holdings.
Number of Shares
318,194
Previous 297,793
6.85%
Holding current value
$29.6 Million
Previous $28.7 Million
4.93%
% of portfolio
6.98%
Previous 7.13%
Shares
2 transactions
Others Institutions Holding IEF
# of Institutions
976Shares Held
222MCall Options Held
18.3MPut Options Held
15.1M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa19.5MShares$1.82 Billion0.87% of portfolio
-
Jpmorgan Chase & CO New York, NY15MShares$1.39 Billion0.13% of portfolio
-
Envestnet Asset Management Inc12.3MShares$1.15 Billion0.44% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN10.2MShares$953 Million0.27% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA9.56MShares$889 Million0.63% of portfolio