Ibex Wealth Advisors Ishares Barclays Transaction History
Ibex Wealth Advisors
- $995 Million
- Q3 2025
A detailed history of Ibex Wealth Advisors transactions in Ishares Barclays stock. As of the latest transaction made, Ibex Wealth Advisors holds 17,552 shares of IEF stock, worth $1.69 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
17,552
Previous 18,500
5.12%
Holding current value
$1.69 Million
Previous $1.77 Million
4.4%
% of portfolio
0.17%
Previous 0.2%
Shares
4 transactions
Others Institutions Holding IEF
# of Institutions
1,181Shares Held
341MCall Options Held
16.7MPut Options Held
15.9M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa87.7MShares$8.45 Billion3.12% of portfolio
-
Jpmorgan Chase & CO New York, NY26.7MShares$2.57 Billion0.17% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN15MShares$1.44 Billion0.35% of portfolio
-
Morgan Stanley New York, NY14.3MShares$1.38 Billion0.09% of portfolio
-
Envestnet Asset Management Inc12.8MShares$1.24 Billion0.38% of portfolio