Tru Independence Asset Management 2, LLC Ishares Barclays Transaction History
Tru Independence Asset Management 2, LLC
- $130 Million
- Q2 2025
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 56,742 shares of IEF stock, worth $5.38 Million. This represents 4.19% of its overall portfolio holdings.
Number of Shares
56,742
Previous 53,576
5.91%
Holding current value
$5.38 Million
Previous $5.11 Million
6.36%
% of portfolio
4.19%
Previous 4.41%
Shares
10 transactions
Others Institutions Holding IEF
# of Institutions
1,137Shares Held
306MCall Options Held
13MPut Options Held
4.14M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa55MShares$5.21 Billion2.31% of portfolio
-
Jpmorgan Chase & CO New York, NY28.1MShares$2.66 Billion0.21% of portfolio
-
Envestnet Asset Management Inc12.4MShares$1.17 Billion0.4% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN11.2MShares$1.06 Billion0.3% of portfolio
-
Morgan Stanley New York, NY11.1MShares$1.05 Billion0.08% of portfolio