Us Financial Advisors, LLC Ishares Barclays Transaction History

Us Financial Advisors, LLC

$320 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 13, 2024	BUY	$93.54 - $96.82 $199,988 - $207,001	2,138 New	2,138 $202,000

Others Institutions Holding IEF

# of Institutions

1,055

Shares Held

280M

Call Options Held

13.2M

Put Options Held

13.9M

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

41.7M
Shares

$3.84 Billion
1.68% of portfolio
Jpmorgan Chase & CO New York, NY

27.8M
Shares

$2.56 Billion
0.22% 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

$1.22 Billion
0.34% of portfolio
Envestnet Asset Management Inc

12.8M
Shares

$1.18 Billion
0.41% of portfolio

About ISHARES BARCLAYS

Ticker IEF
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Us Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Us Financial Advisors, LLC with notifications on news.