U S Wealth Group, Llc. Ishares Barclays Transaction History

U S Wealth Group, Llc.

$132 Billion
Q4 2024

A detailed history of U S Wealth Group, Llc. transactions in Ishares Barclays stock. As of the latest transaction made, U S Wealth Group, Llc. holds 86,416 shares of IEF stock, worth $7.97 Million. This represents 6.04% of its overall portfolio holdings.

Number of Shares

86,416

Holding current value

$7.97 Million

% of portfolio

6.04%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	BUY	$92.08 - $98.18 $7.96 Million - $8.48 Million	86,416 New	86,416 $7.99 Billion

Others Institutions Holding IEF

# of Institutions

1,074

Shares Held

307M

Call Options Held

13.2M

Put Options Held

16.5M

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

49.2M
Shares

$4.54 Billion
1.84% of portfolio
Jpmorgan Chase & CO New York, NY

26.7M
Shares

$2.47 Billion
0.2% of portfolio
Wealthfront Advisers LLC

15.6M
Shares

$1.44 Billion
1.2% of portfolio
Morgan Stanley New York, NY

14.1M
Shares

$1.3 Billion
0.1% of portfolio
Ameriprise Financial Inc Minneapolis, MN

13.2M
Shares

$1.21 Billion
0.34% of portfolio

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About ISHARES BARCLAYS

Ticker IEF
Sector ETFs
Industry ETFs

More about IEF

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U S Wealth Group, Llc. Ishares Barclays Transaction History