Accretive Wealth Partners, LLC Ishares Barclays Transaction History
Accretive Wealth Partners, LLC
- $274 Million
- Q1 2025
A detailed history of Accretive Wealth Partners, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Accretive Wealth Partners, LLC holds 3,600 shares of IEF stock, worth $345,852. This represents 0.13% of its overall portfolio holdings.
Number of Shares
3,600
Previous 3,600
-0.0%
Holding current value
$345,852
Previous $332,000
3.31%
% of portfolio
0.13%
Previous 0.15%
Shares
2 transactions
Others Institutions Holding IEF
# of Institutions
1,138Shares Held
308MCall Options Held
13MPut Options Held
6.97M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa55MShares$5.28 Billion2.31% of portfolio
-
Jpmorgan Chase & CO New York, NY28.1MShares$2.7 Billion0.21% of portfolio
-
Envestnet Asset Management Inc12.4MShares$1.19 Billion0.4% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN11.2MShares$1.08 Billion0.3% of portfolio
-
Morgan Stanley New York, NY11.1MShares$1.07 Billion0.08% of portfolio