Trivant Custom Portfolio Group, LLC Ishares Barclays Transaction History
Trivant Custom Portfolio Group, LLC
- $174 Billion
- Q1 2025
A detailed history of Trivant Custom Portfolio Group, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Trivant Custom Portfolio Group, LLC holds 303 shares of IEF stock, worth $28,436. This represents 0.02% of its overall portfolio holdings.
Number of Shares
303
Previous 176
72.16%
Holding current value
$28,436
Previous $16.3 Million
77.59%
% of portfolio
0.02%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding IEF
# of Institutions
1,138Shares Held
306MCall Options Held
13MPut Options Held
7.14M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa55MShares$5.16 Billion2.31% of portfolio
-
Jpmorgan Chase & CO New York, NY28.1MShares$2.63 Billion0.21% of portfolio
-
Envestnet Asset Management Inc12.4MShares$1.16 Billion0.4% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN11.2MShares$1.05 Billion0.3% of portfolio
-
Morgan Stanley New York, NY11.1MShares$1.04 Billion0.08% of portfolio