Archetype Wealth Partners Ishares Barclays Transaction History
Archetype Wealth Partners
- $785 Million
- Q3 2025
A detailed history of Archetype Wealth Partners transactions in Ishares Barclays stock. As of the latest transaction made, Archetype Wealth Partners holds 568,678 shares of IEF stock, worth $54.8 Million. This represents 6.99% of its overall portfolio holdings.
Number of Shares
568,678
Previous 546,785
4.0%
Holding current value
$54.8 Million
Previous $52.4 Million
4.75%
% of portfolio
6.99%
Previous 7.27%
Shares
5 transactions
Others Institutions Holding IEF
# of Institutions
1,180Shares Held
341MCall Options Held
16.7MPut Options Held
15.9M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa87.7MShares$8.45 Billion3.12% of portfolio
-
Jpmorgan Chase & CO New York, NY26.7MShares$2.57 Billion0.17% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN15MShares$1.44 Billion0.35% of portfolio
-
Morgan Stanley New York, NY14.3MShares$1.38 Billion0.09% of portfolio
-
Envestnet Asset Management Inc12.8MShares$1.24 Billion0.38% of portfolio