Diversify Wealth Management, LLC Ishares Barclays Transaction History
Diversify Wealth Management, LLC
- $1.35 Trillion
- Q1 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 4,515 shares of IEF stock, worth $423,732. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,515
Previous 5,542
18.53%
Holding current value
$423,732
Previous $506 Million
14.44%
% of portfolio
0.03%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding IEF
# of Institutions
1,139Shares Held
306MCall Options Held
13MPut Options Held
7.14M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa55MShares$5.16 Billion2.31% of portfolio
-
Jpmorgan Chase & CO New York, NY28.1MShares$2.63 Billion0.21% of portfolio
-
Envestnet Asset Management Inc12.4MShares$1.16 Billion0.4% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN11.2MShares$1.05 Billion0.3% of portfolio
-
Morgan Stanley New York, NY11.1MShares$1.04 Billion0.08% of portfolio