Intercontinental Wealth Advisors, LLC Ishares Barclays Transaction History
Intercontinental Wealth Advisors, LLC
- $416 Million
- Q2 2023
A detailed history of Intercontinental Wealth Advisors, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Intercontinental Wealth Advisors, LLC holds 18,039 shares of IEF stock, worth $1.7 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
18,039
Previous 16,881
6.86%
Holding current value
$1.7 Million
Previous $1.67 Million
4.12%
% of portfolio
0.42%
Previous 0.43%
Shares
2 transactions
Others Institutions Holding IEF
# of Institutions
977Shares Held
222MCall Options Held
18.3MPut Options Held
15.1M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa19.5MShares$1.84 Billion0.87% of portfolio
-
Jpmorgan Chase & CO New York, NY15MShares$1.41 Billion0.13% of portfolio
-
Envestnet Asset Management Inc12.3MShares$1.16 Billion0.44% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN10.2MShares$965 Million0.27% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA9.56MShares$900 Million0.63% of portfolio