Archetype Wealth Partners Ishares Barclays Transaction History
Archetype Wealth Partners
- $681 Million
- Q1 2025
A detailed history of Archetype Wealth Partners transactions in Ishares Barclays stock. As of the latest transaction made, Archetype Wealth Partners holds 293,342 shares of IEF stock, worth $27.7 Million. This represents 4.11% of its overall portfolio holdings.
Number of Shares
293,342
Previous 290,479
0.99%
Holding current value
$27.7 Million
Previous $26.9 Million
4.17%
% of portfolio
4.11%
Previous 3.91%
Shares
3 transactions
Others Institutions Holding IEF
# of Institutions
1,138Shares Held
306MCall Options Held
13MPut Options Held
7.14M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa55MShares$5.2 Billion2.31% of portfolio
-
Jpmorgan Chase & CO New York, NY28.1MShares$2.66 Billion0.21% of portfolio
-
Envestnet Asset Management Inc12.4MShares$1.17 Billion0.4% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN11.2MShares$1.06 Billion0.3% of portfolio
-
Morgan Stanley New York, NY11.1MShares$1.05 Billion0.08% of portfolio