Windsor Advisory Group, LLC Ishares Barclays Transaction History

Windsor Advisory Group, LLC

$88.6 Billion
Q3 2024

A detailed history of Windsor Advisory Group, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Windsor Advisory Group, LLC holds 219 shares of IEF stock, worth $20,281. This represents 0.02% of its overall portfolio holdings.

Number of Shares

219

Holding current value

$20,281

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 14, 2024	BUY	$92.67 - $99.14 $20,294 - $21,711	219 New	219 $21.5 Million

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

$3.86 Billion
1.68% of portfolio
Jpmorgan Chase & CO New York, NY

27.8M
Shares

$2.57 Billion
0.22% of portfolio
Morgan Stanley New York, NY

14.1M
Shares

$1.31 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

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About ISHARES BARCLAYS

Ticker IEF
Sector ETFs
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Windsor Advisory Group, LLC Ishares Barclays Transaction History