Diversify Wealth Management, LLC Ishares Barclays Transaction History
Diversify Wealth Management, LLC
- $1.04 Trillion
- Q3 2024
A detailed history of Diversify Wealth Management, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 6,597 shares of IEF stock, worth $620,118. This represents 0.06% of its overall portfolio holdings.
Number of Shares
6,597
Previous 8,677
23.97%
Holding current value
$620,118
Previous $848 Million
26.22%
% of portfolio
0.06%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding IEF
# of Institutions
1,029Shares Held
250MCall Options Held
17.5MPut Options Held
14.1M-
Jpmorgan Chase & CO New York, NY27.8MShares$2.61 Billion0.22% of portfolio
-
Morgan Stanley New York, NY20.4MShares$1.92 Billion0.15% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa20.4MShares$1.91 Billion0.83% of portfolio
-
Envestnet Asset Management Inc12.8MShares$1.2 Billion0.41% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN11.3MShares$1.07 Billion0.29% of portfolio