Wallace Advisory Group, LLC Ishares Barclays Transaction History
Wallace Advisory Group, LLC
- $133 Billion
- Q1 2024
A detailed history of Wallace Advisory Group, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Wallace Advisory Group, LLC holds 21,863 shares of IEF stock, worth $2.06 Million. This represents 1.58% of its overall portfolio holdings.
Number of Shares
21,863
Previous 26,082
16.18%
Holding current value
$2.06 Million
Previous $2.39 Billion
11.78%
% of portfolio
1.58%
Previous 1.87%
Shares
5 transactions
Others Institutions Holding IEF
# of Institutions
976Shares Held
222MCall Options Held
18.3MPut Options Held
15.1M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa19.5MShares$1.84 Billion0.87% of portfolio
-
Jpmorgan Chase & CO New York, NY15MShares$1.41 Billion0.13% of portfolio
-
Envestnet Asset Management Inc12.3MShares$1.16 Billion0.44% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN10.2MShares$965 Million0.27% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA9.56MShares$900 Million0.63% of portfolio