Cwc Advisors, Llc. Ishares Barclays Transaction History

Cwc Advisors, Llc.

$101 Billion
Q3 2024

A detailed history of Cwc Advisors, Llc. transactions in Ishares Barclays stock. As of the latest transaction made, Cwc Advisors, Llc. holds 3,127 shares of IEF stock, worth $295,282. This represents 0.3% of its overall portfolio holdings.

Number of Shares

3,127

Holding current value

$295,282

% of portfolio

0.3%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 23, 2024	BUY	$92.67 - $99.14 $289,779 - $310,010	3,127 New	3,127 $307 Million

Others Institutions Holding IEF

# of Institutions

1,100

Shares Held

294M

Call Options Held

14.3M

Put Options Held

8.92M

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

49.2M
Shares

$4.65 Billion
1.84% of portfolio
Jpmorgan Chase & CO New York, NY

26.7M
Shares

$2.53 Billion
0.2% of portfolio
Wealthfront Advisers LLC

15.6M
Shares

$1.48 Billion
1.2% of portfolio
Envestnet Asset Management Inc

12.2M
Shares

$1.15 Billion
0.37% of portfolio
Ameriprise Financial Inc Minneapolis, MN

11.6M
Shares

$1.1 Billion
0.29% of portfolio

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About ISHARES BARCLAYS

Ticker IEF
Sector ETFs
Industry ETFs

More about IEF

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