Diversify Wealth Management, LLC Ishares Barclays Transaction History
Diversify Wealth Management, LLC
- $1.62 Trillion
- Q2 2025
A detailed history of Diversify Wealth Management, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 4,272 shares of IEF stock, worth $411,820. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,272
Previous 4,515
5.38%
Holding current value
$411,820
Previous $433 Million
5.9%
% of portfolio
0.03%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding IEF
# of Institutions
1,178Shares Held
306MCall Options Held
21.8MPut Options Held
4.72M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa57.7MShares$5.56 Billion2.23% of portfolio
-
Jpmorgan Chase & CO New York, NY28.1MShares$2.71 Billion0.21% of portfolio
-
Morgan Stanley New York, NY12.5MShares$1.21 Billion0.08% of portfolio
-
Envestnet Asset Management Inc12.4MShares$1.2 Billion0.37% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN11.7MShares$1.12 Billion0.29% of portfolio