Beacon Wealthcare LLC Ishares Barclays Transaction History
Beacon Wealthcare LLC
- $229 Million
- Q2 2024
A detailed history of Beacon Wealthcare LLC transactions in Ishares Barclays stock. As of the latest transaction made, Beacon Wealthcare LLC holds 391,299 shares of IEF stock, worth $36.8 Million. This represents 15.98% of its overall portfolio holdings.
Number of Shares
391,299
Previous 392,663
0.35%
Holding current value
$36.8 Million
Previous $37.2 Million
1.41%
% of portfolio
15.98%
Previous 16.95%
Shares
14 transactions
Others Institutions Holding IEF
# of Institutions
977Shares 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