Tru Independence Asset Management 2, LLC Ishares Barclays Transaction History
Tru Independence Asset Management 2, LLC
- $113 Million
- Q3 2024
A detailed history of Tru Independence Asset Management 2, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Tru Independence Asset Management 2, LLC holds 33,990 shares of IEF stock, worth $3.19 Million. This represents 2.94% of its overall portfolio holdings.
Number of Shares
33,990
Previous 16,368
107.66%
Holding current value
$3.19 Million
Previous $1.62 Million
105.61%
% of portfolio
2.94%
Previous 1.63%
Shares
7 transactions
Others Institutions Holding IEF
# of Institutions
1,055Shares 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$1.2 Billion0.41% of portfolio